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The Dashboard

What each section of the home page shows, which rows appear for which admins, and how to use it as your morning starting point.

The home page is the first page you see when you log in to VoiceERP. It puts the day's numbers, your open work, and your training on one screen so you can spot problems before the day gets moving.

Every section only shows what you can reach. If your account cannot open a page, or your company does not have that feature turned on, the matching launcher or row is left out rather than shown empty.

The welcome banner

At the top is a banner that reads Welcome to voiceERP! with today's date in your company's timezone and your company name. If your account has billing items that need attention (free trial status, an expired trial, a cancelled subscription, or a failed payment), an alert appears under the banner.

Launchers

Under the alerts is a strip of up to three launcher cards. Each one opens a page and carries a one-line status so you know whether it needs you today:

  • Check timesheets opens the Timesheets page. The subtext reads Review discrepancies when timecards need a look and No outstanding discrepancies when they are clear. Shown when timecard checking is on and you have Timesheets access.

  • Dispatch opens the Dispatch page. The subtext reads Set up your dispatch rules until rules exist. Shown when dispatch is on and you have access to the AI Agent pages.

  • Scheduling opens the schedule for the week that needs attention next, or reads Open the schedule. Shown when scheduling is on and you have Scheduling access.

Today's operations

The Today's operations card holds up to three rows. Each row is collapsed to a one-line summary and a status chip; click it to open the details.

Today's Roster / Tomorrow's Roster

Shown when schedule confirmations are on for your company and you have Rostering access. Before 3 PM in your company's timezone the row is titled Today's Roster; after that it switches to Tomorrow's Roster.

The summary line counts drivers by answer, and the chip reads All confirmed or N need attention. Open the row to see a colored bar of Confirmed, Did Not Confirm, and No Response, your Confirmation rate, and a Follow-up Needed list naming each driver who declined or has not answered. That list is your call list for the morning. Before anyone has answered, the summary reads No confirmations yet or counts the drivers not contacted yet. The row refreshes on its own every few seconds as answers come in.

Tasks

Shown when the AI agent is on and you have access to the AI Agent pages. The summary reads No open tasks or N open. Open the row to see the newest ten open tasks in a Task / Created / Type table; each task links to Admin Tasks, where you resolve it, and a View all tasks link at the bottom opens the full Admin Tasks page.

Manager Checks

Shown when you have Drivers access or Incidents access. The summary reads All checks clear or N of M checks need attention, and the row opens to a Check / Count / Status table with a Resolved or Needs attention chip on each check:

  • Active drivers missing a phone number

  • Active drivers missing a payroll ID (only when a payroll provider is set up)

  • Incidents waiting for a signature (uses your company's own word for incidents; only when the Incidents feature is on)

  • Active drivers online in the driver app, an informational reading such as 4 of 22 online

A Manage drivers link at the bottom opens the Drivers page.

Your training

When Viki University is on for your company and you have a course assigned, a Your training section lists one row per active assignment: the course name, a progress bar, its due date, and a Start or Resume link. Completed courses live in Viki University, not here. See the Viki University article for how courses are assigned.

Learn and stay in the loop

The last section has two cards:

  • Viki University plays the home page video, Your first tour of the platform, and links into Viki University. Shown when Viki University is on for your company.

  • Stay in the loop with Viki shows a sample AI notification and the events Viki can text you about, with a note that they are Found in Settings › Notifications. See the AI Notifications article to turn them on.

New to VoiceERP?

If your company is still being set up, see the Getting Set Up article for the Onboarding Hub. For short walkthroughs of each feature, open Viki Videos from the sidebar.

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