Logging In and Your Dashboard
Logging In
Section titled “Logging In”Navigate to your organisation’s Vera URL in your web browser. Enter your email address and password to sign in.
If you have forgotten your password, click the “Forgot password?” link on the login page to receive a password reset email.
Your Dashboard
Section titled “Your Dashboard”After logging in, you land on the Dashboard - your central hub for viewing and managing jobs.
Dashboard Views
Section titled “Dashboard Views”The Dashboard has two main sections:
Pipeline Matrix
The top of the Dashboard shows the Pipeline Matrix - a summary grid where:
- Columns represent workflow stages: Pending, Pricing, Stock, Scheduling, In Progress, Back Costing, Invoicing, Payments
- Rows represent status colours: Purple (priority), Red (critical), Amber (warning), Green (on track)
- Each cell shows a count of jobs matching that stage and status
- Click any cell to open a filtered list of those specific jobs
Screenshot: The Pipeline Matrix at the top of the Dashboard showing the grid of workflow stages (columns) and status colours (rows) with count numbers in each cell.
Job List
Below the matrix, a detailed job grid shows all active jobs with columns for Job Ref, Stage, Schedule, Customer, Service Address, Channel, and traffic light status indicators.
Screenshot: The job list grid below the Pipeline Matrix showing several rows of jobs with their reference numbers, workflow stages, customer names, and coloured status dots.
Activity Panel
Section titled “Activity Panel”The right-hand sidebar displays a real-time activity feed showing messages, notifications, and status changes. It includes a New Job button and a Message button at the top.
Quick Actions
Section titled “Quick Actions”- Click the New Job button in the activity panel to create a new job
- Click any job reference in the grid to open the full job detail page
- Click any cell in the Pipeline Matrix to see jobs matching that stage and status