How to Build a Dashboard in Workiz (and What You Can't)

Workiz's home dashboard loads when you log in. For most owners, it's the most-looked-at screen in the entire product. The drag-and-drop widget grid covers a wide spread of operational data, and a 2026 Connecteam review specifically called out the layout as one of the platform's strengths.

The problem is what happens after you've looked at it. The widgets tell you a number. They do not tell you why the number is what it is, who is responsible, or what to do about it. That is the line between a dashboard and a brain, and Workiz is firmly on the dashboard side of it.

Here is how to build the most useful Workiz home dashboard you can, plus the three things you cannot do natively and how to work around them.

1. Where the Workiz dashboard lives

The dashboard is the Home tab. It loads on login by default, and it is the only screen in Workiz that is genuinely customizable per user. Each user can drag and drop the widgets they want, hide the ones they don't, and resize tiles.

Three things to set up before you start customizing:

• Permissions. Settings, then User Roles. Workiz lets you restrict the entire dashboard or specific widgets by role. Useful when you do not want techs seeing revenue rollups.
• Default time window. Most widgets default to "today." Change to "last 7 days" or "month to date" depending on what role you're building for.
• User-level layout. Each user has their own dashboard. The owner's dashboard, the office manager's dashboard, and the lead dispatcher's dashboard should not be the same.

2. The widgets Workiz ships

Out of the box, Workiz lists over a dozen home dashboard widgets across operations, sales, and team performance. The ones that matter for a $1M to $10M shop:

• Sales today / this week / this month. Revenue rollup with comparison to previous period.
• Jobs by status. Open, in progress, completed, cancelled.
• Open invoices. Total dollars unpaid, with aging.
• Estimates and their status. Sent, viewed, accepted, declined.
• Top-performing job sources. Lead source ranked by job count or revenue.
• Top-performing techs. Tech-level revenue, jobs completed, average ticket.
• Recent calls. Latest inbound calls with caller, status, and tag.
• Upcoming jobs. Today's and tomorrow's schedule preview.
• Past-due invoices. Customers behind on payment.
• Map view. GPS dots of where every active tech is right now.

Workiz says the dashboard helps you "track your entire business at a glance, from the revenue generated over a certain day to the latest calls your company has received."

That is honest. It is a glance. It is not analysis.

Text Clint: "today's brief: revenue vs goal, top 3 techs, missed calls, estimates over 5 days old, and any tech off-route"

3. The 4-widget owner dashboard that actually works

Most Workiz dashboards we see in the wild are a graveyard of every widget the owner could find, because the platform invites you to drag-and-drop your way to chaos. The four-widget dashboard works better in practice.

For the owner of a $1M to $10M residential service shop:

1. Sales today and this week with comparison to last week.
2. Open invoices total with aging buckets (current, 30, 60, 90+).
3. Jobs by status for today.
4. Top job sources this month with revenue, not just count.

That fits on one screen, loads fast, and gives you the four numbers that determine whether the day is on track. Anything else, you go to the report.

The reason this works: the dashboard's job is to tell you what to look at deeper. Once you know which number is off, you click into the relevant report. If you put 14 widgets up, you stop seeing any of them. For a deeper list of metrics worth tracking versus ignoring, see contractor dashboard metrics owners ignore.

4. Per-role dashboards

Workiz lets each user build their own home view. Use it.

• Office manager / dispatcher dashboard: map view (techs in the field), today's jobs by status, recent calls, upcoming jobs, missed calls flagged Action Needed.
• Sales lead dashboard: new leads today, leads in No Answer, estimates sent this week, estimates declined this week.
• Tech dashboard: today's jobs assigned to me, open estimates I sent, my completion count this week.

You can lock down which widgets each role sees. The point of role-based dashboards is to surface the right number to the right person without forcing them to filter every time.

5. The Custom Reports workaround for "custom widgets"

Workiz does not have a true custom widget builder. You cannot say "build me a tile that shows revenue per service type for the last 14 days versus the prior 14 days, color-coded green or red." Every widget is one of the prebuilt ones.

The workaround: the Custom Reports add-on. With it, you can build saved reports that pull from job, client, finance, and custom field data, with filters and groupings. Once saved, those reports are one click away from the dashboard.

That is not the same as a widget on the home screen, but it gets you to the data fast and gives you reusable views. A few reports worth saving as soon as you turn the add-on on:

• Revenue by service type, last 30 days, grouped by service.
• Revenue by tech, last 30 days, grouped by tech, sorted by gross.
• Conversion rate by lead source, last 90 days.
• Average ticket by service type, last 90 days, with margin column if you track cost.

For a sense of which reports are worth building and which are vanity, see 8 Workiz reports field service owners use daily.

6. The drill-down problem

The single biggest complaint about every CRM home dashboard, Workiz included: you can see the number on the widget, you cannot click the widget and see the underlying records.

If your "Sales this month" widget says $84,200, and you want to know which 12 jobs make up the largest chunk, you have to leave the dashboard, open the Sales report, set the same date range, and scroll. By the time you've done that, you've broken your morning flow.

This is the structural reason owners ask the same questions every Monday. The dashboard answers "is this number high or low?" It does not answer "what's behind it?" For a longer rant on this, questions no dashboard will answer covers the gap directly.

Text Clint: "show me the 10 biggest jobs invoiced this week with customer name, tech, service type, and total"

7. Three things Workiz dashboards cannot do

Cross-source views

Workiz only sees Workiz. If you want a single tile that shows "leads from Workiz + emails from Gmail + calls from CallRail" by source, you cannot build it. The data lives in three systems.

A 2026 SoftwareReviews user noted exactly this gap: "integrations often don't work" and the cross-system picture has to be reassembled outside Workiz. Most owners build it in a Sheets tab they update Monday morning. Some pipe Workiz data through Zapier into Google Sheets and join with Gmail and CallRail data there.

Alerts on threshold breaches

Workiz dashboards are passive. They show you a number. They do not tell you "your missed-call rate just hit 35 percent" or "you have three estimates over $5,000 sitting in Sent for more than 5 days."

Workiz Automations can fire on lead status changes and time elapsed, but they cannot fire on "this widget metric crossed this threshold." For threshold alerting you go to the API or to a tool that watches the data on top of Workiz.

True KPI dashboards (booking rate, first-time fix, sold-hours ratio)

The widgets ship with a finite set of metrics. Booking rate, first-time fix rate, sold-hours ratio, and customer lifetime value are not on that list. Top operators run their shops on those numbers. For the full list of KPIs that matter in residential service, see home service KPIs: the complete metrics playbook.

The workaround for KPI dashboards is the API: pull the underlying data and compute the KPIs yourself in Sheets, Looker, or Metabase. The base URL is https://api.workiz.com/api/v1/ with a token-pair authentication. Most $1M to $10M shops do not have someone in-house to run that pipeline, which is the second reason owners look for an outside layer.

Text Clint: "calculate sold-hours ratio per tech this week from Workiz timesheet and job data, and flag anyone below 60 percent"

8. The honest comparison: when to leave the Workiz dashboard alone

If you are a 1 to 5-person locksmith, garage door, or appliance repair shop and your day starts and ends in Workiz, the home dashboard is enough. Sales widget, jobs widget, open invoices widget. You don't need a custom dashboard layer. You need to actually open Workiz once a day.

If you are at $1M+ and starting to make hiring or marketing decisions on the data, the dashboard is no longer enough. The two paths from there:

1. Stay in Workiz, add the Custom Reports add-on, and use saved reports as your dashboards. Cheapest, lowest-friction. Limit: still single-source.
2. Add a layer on top. Either a BI tool (Looker Studio, Metabase, Domo) wired into the Workiz API, or an AI agent like Clint that reads Workiz plus Gmail plus calendar plus calls and answers questions in plain text. The AI agent path is faster to set up and cheaper than a BI build for most $1M to $10M shops.

For more on when shops outgrow their CRM dashboard layer entirely, see 8 signs you've outgrown your contractor CRM.

Sources

• Understanding your home dashboard widgets, Workiz Help Center
• Customizing your Workiz dashboard, Workiz Help Center
• Setting dashboard restrictions, Workiz Help Center
• Field service reporting software, Workiz
• Honest Workiz Review, Connecteam
• Workiz Customer Reviews, SoftwareReviews
• Workiz API Documentation