FSM Dashboard

Introduction

The FSM Dashboard is a powerful visual tool designed to give you real-time insight into the performance of your field service operations. Whether you're tracking job progress, monitoring team activity, or keeping an eye on financial metrics, the dashboard brings all your key data into one central view.

Designed for both business owners and engineers, it provides the visibility and control needed to manage daily operations more effectively, identify issues early, and make informed decisions with confidence.

In this guide, we’ll walk you through the key features, functions, and benefits of the FSM Dashboard, helping you get the most out of your data and drive improvements across your field service workflows.

Back office

Viewing the Dashboard

Your Service Management dashboard can be accessed via the Dashboards dropdown on your main menu.

AI Configuration

Note: If you're already using any of our other AI tools, your setup will carry over automatically — there's no need to configure it again.

Click the Settings icon in the top right to start or check your AI Configuration.

Click Add AI Connection to get started.

You’ll see two options to choose from:

1. ChatGPT – This option requires your own ChatGPT account.
2. JoblogicAI – Free to use and hosted by Joblogic, subject to a fair usage policy.

Don’t forget to review the Terms and Conditions before proceeding.

If you select the JoblogicAI option, all you need to do is click Save to confirm your choice.

And that’s it—you’re all set and ready to go!

If you choose the ChatGPT option, you'll need to enter a Key Value. If you need help finding your key, click How to get your key on the main screen or within the Connection window for full instructions. Keeping reading for step-by-step guidance!

Click the OpenAI link to go to the main page and log in to your ChatGPT account.

Once logged in, navigate to API Keys from the menu and click Create new secret key.

Enter a name for your key, then click Create secret key.

Copy the key and return to the AI Connect app.

Paste your key into the Key Value box and click Save.

Your connection is now successfully set up!

To edit, delete, or switch your active connection, click the three dots on the right.

WIP Dashboard

The WIP Dashboard provides a real-time overview of operational activity, helping you quickly assess and manage key areas such as quotes, jobs and invoices.

You can click on any card to navigate to a detailed view where you can take action based on the selected indicator.

For example, the Outstanding Quotes card lets you send emails directly from the same screen—no need to jump between pages.

This tab is designed to help you monitor and manage workload effectively, enabling quick decisions and follow-up actions where needed.

AI Summaries provide helpful insights and suggested follow-up actions based on the information available.

Note: This feature will only work if your AI setup has been configured.

Use this dashboard to:

• Monitor live operational performance
• Identify areas requiring attention
• Quickly access detailed views for follow-up

Insights

The Insights Dashboard offers a high-level, visual summary of key performance indicators across Quote, Job, and Invoice Management. Unlike the WIP Dashboard, this tab is for data observation only—no direct actions are taken from here.

Each card displays a KPI using charts or summary values, along with tooltips for additional context. Clicking View Data opens another view with more detailed breakdowns and analytics.

This dashboard is especially useful for management users who want to track performance trends, spot anomalies, and evaluate business health over time.

Use this dashboard to:

• Observe trends in operational and financial performance
• Track key metrics like conversion rates, job completion, and profitability
• Support strategic decision-making based on real-time data

Engineer

Viewing the Dashboard

To access the dashboard on the mobile app, open the Menu and select WIP Dashboard.

This screen gives engineers a snapshot of their current workload, including Work in Progress visits and other useful stats.

Tap on any card to view more detailed information.

AI Summaries are also available on the mobile app. You’ll find them on the main dashboard and within individual cards, offering helpful context and suggested next steps.

FAQs

Configuration & Access

• What’s the difference between “JoblogicAI” and “ChatGPT” options during setup?

“JoblogicAI” is hosted by Joblogic on UK-based Azure infrastructure and is free under a fair usage policy. The “ChatGPT” option requires your own API key and incurs direct charges from OpenAI.

• What happens if I switch between JoblogicAI and ChatGPT options?

You can switch at any time by editing the AI connection settings in the Marketplace. However, switching to ChatGPT requires entering a valid OpenAI API key.

Fair Usage Monitoring

• What is the Fair Usage Policy for JoblogicAI?

Each tenant receives a monthly allocation of AI generations to ensure system-wide stability and fair access. Excessive usage may trigger temporary restrictions or outreach from your Customer Success Manager.

• Will I be notified if we approach our usage limit?

Yes. If you near or exceed your monthly AI generation allowance, your Customer Success Manager will contact you to discuss usage and potential adjustments.

• Is my data processed securely when using AI features?

Yes. All data is processed within Joblogic’s secure Azure infrastructure in the UK, following our internal Data Protection Policy. No user content is stored beyond the time needed for generation.

• Does Joblogic use my data to train AI models?

No. Joblogic does not use your data for AI training or model improvement. Data is used solely for generating the requested summaries or responses.

• Who has access to data processed by AI?

Only the requesting tenant’s users and the underlying AI model have access during processing. No data is shared with third parties or other tenants.

ChatGPT

• Does each user on the same tenant need their own key?

No, the key is shared across all users within the tenant. It’s recommended to use a company-managed key for easier administration.

• Do I need a ChatGPT Plus account to use this?

No, ChatGPT offers three plans (refer to this link), but our AI tools works on any plan. API usage is billed separately, so even a free ChatGPT account will work. Check OpenAI’s API pricing for details.

• Besides the annual subscription for the FSM Dashboard do I also have to pay for the API?

Yes, API costs are billed separately via OpenAI on a pay-as-you-go basis. To manage expenses, it’s recommended to set usage limits in your OpenAI account.

• How do I pay for the API?

Follow this guide: OpenAI API Billing Setup (Refer to the "For the API" section).

AI & Data Privacy

• Why has Joblogic developed the FSM Dashboard to work with open-source AI like ChatGPT?

At this stage, leveraging Commercial AI, such as ChatGPT, is the most effective way to introduce AI-powered functionality to Joblogic users. This approach allows us to integrate advanced AI capabilities without the lengthy development process required to build our own AI from scratch. It ensures that customers can benefit from AI-driven efficiencies now, rather than waiting for a proprietary solution.

• What does this mean for my data?

Since the FSM Dashboard connects your data with an external AI provider, your data is processed according to that provider’s privacy and data policies. This means we cannot assume or dictate how the provider handles data, and we always recommend reviewing their privacy policies for full transparency.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.