Customizing your dashboard

Your dashboard should help you make decisions quickly, not make you scan information you rarely use. MaintenanceOps lets each person choose which dashboard blocks appear and what order they’re in.

Build around decisions

Put the blocks you act on most often near the top. Hide the ones you rarely use. A shorter dashboard you actually review is better than showing everything.

Your layout is personal to your account and follows you across devices. Changing it does not change anyone else’s dashboard.

Open customize mode

1. Open Dashboard.
2. Select Customize in the top-right corner.
3. Review the blocks available for your role.

Put important blocks first

Use the up and down controls to change the order. The order in customize mode is the order you’ll see on the dashboard.

If you mostly…	Consider putting near the top
Work assigned jobs	Work orders and your active queue
Manage a facilities team	Overdue work, team workload, PM, Life Safety
Watch compliance	Life Safety, vendor compliance, renewals
Manage spending	Purchases, invoices & quotes, vendor contracts

Show or hide blocks

Use the toggle beside a block to control whether it appears.

Hiding a block does not remove data or disable the feature. It only removes that summary from your personal dashboard, and you can turn it back on at any time.

Role affects what is available

Managers and administrators may have team, spending, compliance, or renewal blocks that a technician does not need. Permissions and responsibilities can also affect the data shown inside a block.

Save your layout

Select Save layout when you’re finished. Your choices are saved to your account and appear the next time you sign in, including on another device.

Reset to the default layout

Select Reset to default if you want to restore the standard block order and visibility for your role. You can customize again afterward.

A good first layout

If you’re unsure where to start, keep these near the top:

1. Overdue work
2. Preventive maintenance due
3. Life Safety actions
4. Your or your team’s work

Then add the optional blocks that match the responsibilities you actually review.

For an explanation of what each dashboard block means, return to The dashboard, explained. For access differences between users, see Users and roles.