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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Build a dashboard

Drag widgets onto a shared or role-specific dashboard.

Reporting dashboards summarize operational KPIs.

Build a dashboard
  1. 1

    Open Reporting → Dashboards

    Create a new dashboard or edit an existing one.

  2. 2

    Add widgets

    Choose pre-built widgets for job status, AR aging, timesheet hours, etc.

  3. 3

    Share

    Share by user or role so teams see the same live view.

Export timesheets or expenses →