Compliance + Housekeeping Dashboard Widgets
These widgets do not show workload.
They do not show revenue performance.
They exist to prevent:
Missed billing
Expired MOTs
Missed vehicle servicing
Expired vehicle tax
Missed equipment servicing
They are date-driven and status-driven alerts.
They update either:
Hourly (Invoicing)
Daily (Vehicles and Equipment)
They do not update instantly.
Jobs needing invoiced – 60 days
Purpose
This widget protects cashflow.
It highlights completed jobs that have not yet had an invoice generated.
If this number is not zero, there is completed work waiting to be billed.
Widget Details
Widget name: Jobs needing invoiced – 60 days
Format: Number
Update frequency: Approximately every 1 hour
Description (system logic): Jobs not yet invoiced over the last 60 days
Detail link: Yes, links through to filtered job data
Visibility: Only visible if Invoicing is enabled in the system
What This Widget Actually Measures
A job will appear here only if:
The job status is Completed
The completion date is within the last 60 days
No invoice has been generated for that job
All three conditions must be true.
If even one condition is not met, the job will not appear.
What This Widget Does NOT Measure
It does not check:
Whether the invoice has been paid
Whether the invoice is overdue
Whether the invoice amount is correct
Whether partial billing has occurred outside WorkPal
It only checks:
Has an invoice been generated from this completed job?
Common Customer Questions
“We invoiced this job. Why is it here?”
Check:
Was the invoice created directly from the job?
Is the invoice correctly linked?
Is the job actually marked as Completed?
If the invoice exists but is not linked to the job, the dashboard will still show it.
The dashboard is correct based on stored system data.
“That job shouldn’t be completed.”
If it appears here, it is marked as Completed.
Completion status drives this widget.
Not real-world activity.
“Why only 60 days?”
The widget is designed to highlight recent billing gaps, not historical ones.
What Happens When You Click It
Clicking opens a filtered Job list showing:
Completed jobs
Within the last 60 days
Without invoices
This list is exactly what the widget is counting.
Vehicle Service (Next 30 Days)
Purpose
Prevents missed servicing deadlines.
This widget highlights vehicles approaching their next service date.
Widget Details
Widget name: Vehicle Service
Update frequency: Daily
Description (system logic): Number of vehicles due for service within the next 30 days
Report: Yes (downloadable list)
What This Widget Measures
Counts vehicles where:
A service date is recorded
That service date falls within the next 30 days
It does not check:
Whether the vehicle is active
Whether it is currently assigned
Whether servicing has already been booked
It only checks the recorded service date.
Common Customer Questions
“This vehicle isn’t in use.”
Usage is irrelevant.
If the service date is approaching, it appears.
“We serviced this yesterday.”
If the service date field was not updated in WorkPal, the widget will still show it.
Dashboards reflect stored data only.
Equipment Service (Next 30 Days)
Purpose
Prevents missed calibration or equipment servicing deadlines.
Used for compliance and audit readiness.
Widget Details
Widget name: Equipment Service
Update frequency: Daily
Description (system logic): Number of equipment items due for service within the next 30 days
Report: Yes (downloadable list)
What This Widget Measures
Counts equipment where:
A service or calibration date is recorded
That date falls within the next 30 days
If no service date is recorded, the equipment will not appear.
Common Customer Questions
“We’ve already serviced this.”
If the service/calibration date was not updated, it will still appear.
The dashboard is not wrong.
The date field is outdated.
Vehicle MOT (Next 30 Days)
Purpose
Prevents MOT expiry.
Widget Details
Widget name: Vehicle MOT
Update frequency: Daily
Description (system logic): Number of vehicles’ MOT due within the next 30 days
Report: Yes (downloadable list)
What This Widget Measures
Counts vehicles where:
MOT expiry date exists
The expiry date falls within the next 30 days
It does not check:
Whether an MOT is booked
Whether paperwork is completed outside WorkPal
It strictly checks the expiry date field.
Common Customer Questions
“We’ve renewed the MOT.”
If the expiry date has not been updated, it will still appear.
Vehicle Tax (Next 30 Days)
Purpose
Prevents tax expiry.
Widget Details
Widget name: Vehicle Tax
Update frequency: Daily
Description (system logic): Number of vehicles’ Tax due within the next 30 days
Report: Yes (downloadable list)
What This Widget Measures
Counts vehicles where:
Tax expiry date exists
The expiry date falls within the next 30 days
It does not check:
Whether renewal paperwork is underway
Whether payment has been made externally
Only the stored expiry date matters.
Common Customer Questions
“We’ve already renewed it.”
If the expiry date has not been updated in WorkPal, the dashboard will still show it.
Final Clarification for This Article
These widgets are:
Date-driven
Status-driven
Alert-based
They do not:
Predict problems
Check external systems
Override real-world updates
They reflect exactly what is stored in WorkPal.
If something appears unexpectedly:
Check:
The relevant date field
The job status
Whether records have been updated