Lupa Dash for admins¶
Lupa Dash is the office view of Lupa: where admins answer customers, book and move work, bill, and set the company up.
Lupa Dash is for admins and owners only. A technician who signs in is taken to Lupa Tech instead — see For technicians.
Running dispatch is a job, not a role. Whoever books visits and moves work between technicians does it from Lupa Dash as an admin; there is no separate dispatcher account.
Find your way around¶
The left rail holds one button per area. The rail can show each button's name or only its icon; an icon shows its name when you hover over it. On a narrow screen the rail opens from the menu button in the top bar.
| Rail button | What it is for | Help |
|---|---|---|
| Comms | Texts and email with customers, in one inbox. A red badge counts the customers with unread messages. | The shared inbox |
| Clients | Customers, their accounts and service locations, pets and site details. | Customers |
| Dispatch | Booking visits, the board, reassigning work, routes and the map. | If you run dispatch |
| Billing | Invoices, payments and QuickBooks. | Invoicing |
| Recurring | Schedules for work that repeats. | Recurring schedules |
| Team | Inviting people and removing access. | Your team |
| Pricing | How your company prices a visit. | Pricing your work |
Lupa Dash opens on Comms.
The tour below runs a crew from Lupa Dash: a week of visits rolled up into one draft invoice, a new client added, an account removed behind its typed confirmation, drive times read on the map, and a visit handed to another technician.
Below those, at the bottom of the rail:
- Theme switches between light and dark. Until you choose, Lupa follows your device's setting.
- Notifications opens your notification feed. See Notifications.
- Profile opens your own name, contact details and working hours. See Signing in and your account.
- Settings opens the company settings. See Settings.
- Contact support sends a request to Lupa. See Getting help from Lupa.
- Sign out ends your session.
Change how your company is set up¶
To change your company's name, logo or timezone, open Settings and stay on the Company tab. See Your company's name, logo and timezone.
To see your Lupa plan, your latest Lupa invoice and the card Lupa charges, open Settings and choose the Lupa billing tab. See Lupa billing and your trial.
To choose how visits are priced, choose Pricing in the rail. See Pricing your work.