Dashboard Overview - Navigate RecSystems Like a Pro
Dashboard Overview
The RecSystems dashboard is your operational command center. It shows everything you need for daily operations—arrivals, departures, payments, and urgent items—all in one place.
Dashboard Layout
When you log in, you'll see the main dashboard with these sections:
Navigation Bar
At the top of every page:
| Element | Purpose |
|---|---|
| Business Name | Click to go to dashboard |
| View | Opens your public booking site |
| Rex | AI assistant menu |
| Admin | Admin panel (super admins only) |
| Dashboard | Go to calendar view |
| Bookings | Calendar, Active Schedule, Rentals in Progress, Your Bookings, Cart Orders, Reports, New Booking |
| Account | Fleets, Timeslots, Pricing, Gift Cards, Locations, Addons, Guides, Account Info |
| + Create | Quick create menu |
| + Booking | Create a new booking |
Today's Rental Activity
Access via Bookings → Cart Orders in the navbar. This page shows Today's Rental Activity with four metric cards:
Pickups Today
Number of pickups scheduled for today. Shows None scheduled when empty.
Overdue Pickups
Bookings where the customer hasn't picked up yet. Shows Action required! badge when items need attention.
Balance Due
Carts with outstanding balances to collect.
Active Carts
Shopping carts currently in progress (customers actively booking).
Tip: Click any card to filter the list below to that category.
Today's Queue
The main section showing rental activity for today.
Filtering the Queue
Use the tabs and filters to show:
- Today — Today's activity (default)
- Upcoming — Future scheduled activity
- All Carts — All carts regardless of date
Quick filters include: Pickups Today, Balance Due, Active Carts, Out on Rental, Overdue Pickups, Needs Attention, Completed (7d)
Queue Columns
| Column | Description |
|---|---|
| When | Scheduled time for pickup or return |
| Customer | Customer name (click to view details) |
| Unit | What they're renting |
| Location | Pickup/return location |
| Status | Current booking status |
| Actions | Available actions for this booking |
Available Actions
| Action | When Available | What It Does |
|---|---|---|
| Check In | Arrivals | Mark customer as picked up |
| Check Out | Returns | Mark equipment as returned |
| View Cart | Any | Open full booking details |
| Message | Any | Contact the customer |
Payments Queue
Shows carts with balances due today.
What You'll See
- Cart confirmation number
- Customer name
- Balance due amount
- Number of bookings in the cart
Collecting Payment
Click Collect Payment to:
- Open the cart details
- Process the remaining balance
- Use card on file or enter new payment
Carts are sorted by highest balance due first, so urgent payments appear at the top.
Holds Expiring Soon
When customers start the booking process but haven't completed payment, their selection is held temporarily. This section shows holds that will expire soon.
Time Window
Select how far ahead to look:
- 30 minutes
- 60 minutes
- 90 minutes
- 120 minutes
What You Can Do
- Extend — Give the customer more time to complete their booking
- View Cart — See what they're trying to book
Color coding:
- 🔴 Red = Expiring very soon
- 🟡 Yellow = Expiring within the hour
- 🟢 Green = Still has time
Overdue Returns
Shows bookings past their scheduled return time where equipment hasn't been checked in yet.
Taking Action
For each overdue return:
- Contact the customer if needed
- Click Check In when they return
- Add any late fees if applicable
The Due column shows how long the return is overdue.
Capacity Snapshot
A quick view of your occupancy for the next 8 hours.
What It Shows
- Hour-by-hour booking counts
- R = Reserved (upcoming)
- O = Out (currently rented)
Click Availability for the full availability dashboard.
Status Overview
Five boxes showing your current operational status:
| Status | Meaning |
|---|---|
| Reserved Today | Confirmed bookings starting today |
| Returns Today | Bookings ending today |
| Out Now | Currently rented units |
| Overdue | Past-due returns |
| Active Holds | Bookings in progress (not yet paid) |
Recent Activity
Shows the latest 8 booking updates across your account:
- New bookings
- Status changes
- Modifications
Click Open on any item to view details.
Navigation Menu
Main Menu (Top Bar)
Dashboard — Return to the main dashboard
Bookings (dropdown):
- Calendar — Weekly/monthly calendar view
- Active Schedule — Schedule overview
- Rentals in Progress — Kanban-style board
- Your Bookings — List of all bookings
- Cart Orders — All carts
- Reports — Analytics (Admin only)
Account (dropdown):
- Operate: Fleets, Timeslots, Pricing, Gift Cards, Locations, Add-ons
- Configure: Account Info, Payments, Fees, Domain, Integrations, Users
- Help: Guides, Support, Profile, Sign Out
Quick Action Buttons
| Button | What It Does |
|---|---|
| Create | Opens the creation wizard for fleets, units, or timeslots |
| Booking | Start a new booking (shows badge if cart has items) |
Mobile Dashboard
On mobile devices, you'll see:
Bottom Action Bar
Fixed bar at the bottom with quick access to:
- Check-in — Jump to arrivals
- Check-out — Jump to returns
- Payments — Jump to payment queue
- Calendar — Open calendar view
Responsive Layout
- Cards stack vertically
- Tables scroll horizontally
- All features accessible via hamburger menu
Tips for Daily Operations
Morning Routine
- Check the KPI cards for today's volume
- Review Arrivals for upcoming check-ins
- Check Holds Expiring for pending bookings
- Prepare equipment based on the queue
Throughout the Day
- Process check-ins as customers arrive
- Monitor Overdue Returns for late equipment
- Collect Balance Due payments
- Handle Holds before they expire
End of Day
- Ensure all returns are checked in
- Review any outstanding balances
- Check tomorrow's arrivals in the calendar
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
/ |
Focus search bar |
Esc |
Close modals |
Related Articles
Frequently Asked Questions
What do the metric cards show?
How do I find a specific booking?
Where do I see today's activity?
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