Views & Reports

Your dashboard — three views in one place

The dashboard is your main board. Every active car at your rooftop lives here.

On the left side you’ll see the step rail — a list of your workflow steps. Tap any step to filter the board down to just the cars in that step. Tap All to see everything again. The step rail works the same way in every view.

At the top of the board, pick one of three view modes: Workstation, List, or Calendar (if your rooftop has Calendar enabled). All three views show the same cars. The difference is how those cars are organized on screen.

Workstation — a vertical list of detailed blocks, one per car. Best on the shop floor.
List — a spreadsheet-style table with sortable columns. Best on desktop.
Calendar — cars laid out on a date grid by their deadlines. Best for time-sensitive situations.

Pick the view that fits what you’re doing right now. You can switch at any time without losing your filters.

Workstation view (block layout)

Workstation shows your cars as a vertical list of blocks. Each block is one car. The block shows the vehicle details, current step, photos, work status, and who’s assigned.

Scroll down to see more cars. The list loads fast even with hundreds of vehicles — it only renders what’s on screen.

To narrow the list down, tap a step in the rail on the left. Tap Repair, for example, and you’ll see only the cars in Repair right now. Tap All to go back to the full list.

This view is built for the shop floor. You can find the car you’re looking for, read the key details, and act — all without switching to a different screen. See Vehicles for the actions available on each card.

List view (dense table)

List view shows your cars as rows in a table, like a spreadsheet.

Each row shows the car’s stock number, VIN, year, make, model, current step, assigned tech, days in recon, retail price, and more. You can sort by any column — tap the column header once to sort ascending, again to sort descending.

Use the filter bar at the top to narrow by step, tech, or any other field.

To export: Tap Export above the table to download a CSV file. Open it in Excel or Google Sheets. This is the fastest way to pull a snapshot of your board into a spreadsheet.

List view is best on a desktop screen where you can see all the columns at once. On mobile, use Workstation instead.

Calendar view (deadline view)

Calendar shows your cars on a date grid. Each car appears on the date its deadline falls.

Deadlines include Shot Clock dates, arbitration windows, and parts ETAs — any hard date attached to the car. Cars without a deadline don’t appear on the calendar.

Use Calendar when you have time-sensitive cars and need to see what’s due when. If you have three cars with arbitration windows closing this week, Calendar makes that visible at a glance. Then you can prioritize the right cars before they become problems.

Tap any car on the calendar to open its detail screen and take action.

Filters and sorts

All three views share the same filter toolbar. You set your filters once, and they stay on as you switch between views.

What you can filter by:

Step — tap a step in the rail, or use the filter bar
Tech — show only cars assigned to a specific person
Vendor — show only cars with a specific vendor label
Label — filter by any label on the car
Days in recon — set a range (for example, 5 to 10 days in)
Deadline date — show cars due before a certain date

What you can sort by (List view):

Date added
Days in current step
Days in recon
Retail price

Filters save per user. Your filters persist the next time you open the board. To clear everything, tap Reset Filters.

The step rail on the left mirrors your workflow setup. If your workflow has different steps than another rooftop, your rail reflects that.

The Command Center dashboard

The Command Center is a separate page from the main board. It shows rolled-up metrics for your rooftop.

Open it from the sidebar or the nav. You’ll see:

Recon speed — average days from arrival to frontline, broken out by step
Team performance — work completed per tech, approvals per manager
Step health — which steps have cars sitting longer than their time goals
Cost summary — estimated recon spend, holding cost, and variance across your active inventory

Use the Command Center for your daily stand-up or your weekly review with management. It shows you where recon is moving and where it’s stuck.

For the individual car-level numbers (Days in Recon, Variance, Holding Cost), see Vehicles.

AI Reports — ask in plain English

AI Reports is a chat-style report builder. Type a question in plain English and get a card or a small table back.

You don’t need to know how to write a report. Just ask what you want to know.

Example questions to try:

How many cars sat in Repair over 3 days last month?
Which tech closed the most work items this week?
What's the average days in recon for the last 30 cars we fronted?
How many cars have a Shot Clock expiring this week?

Smart Chips are pre-built shortcuts that appear below the input. Tap one to run a common report without typing anything. They cover the questions managers ask most often.

If a question returns a table, you can export it to CSV from the result card.

Daily Briefing — print and bring to a meeting

The Daily Briefing is a printable summary of overnight activity. It shows what happened after the shop closed, which cars are overdue, and what to tackle first.

Open /print/briefing in your browser to generate today’s briefing. Print it or save it as a PDF.

Bring it to your morning stand-up. It gives you a one-page snapshot to run the meeting without needing a laptop open.

The briefing pulls the same data as the main board. It reflects the state of the shop as of the time you open it.

Chat Advisor — ask the AI inside the app

Chat Advisor is a side panel inside EasyRecon. Tap the chat icon to open it.

You can ask it vehicle questions, team questions, and give simple write commands.

Examples:

“Where’s stock 4812?” — returns the car’s current step, tech, and days in recon
“Who’s slammed in Repair today?” — lists techs with the most open work items in that step
“What cars are overdue in Detail?” — returns a list with days over goal
“Move stock 4812 to Detail” — moves the car if you have permission

Write commands like the last example change real data. The Advisor will show you what it’s about to do and ask you to confirm first.

Chat Advisor can answer questions about work items and notes too — try asking “show me the open work on stock 4812.”

SMS Advisor — text the AI from your phone

Text your dealership’s EasyRecon number (your admin can tell you the number) to ask questions over SMS.

You ask the same kinds of questions you’d ask in the Chat Advisor — vehicle status, who’s busy in a step, what’s overdue — but over text instead of through the app.

This is useful when you’re under a car, in the lot, or anywhere you don’t want to open the app. Send a text, get an answer.

Examples:

“Where is stock 4812?”
“What cars are overdue?”
“Who has the most open work in Repair?”

You don’t need to be logged in. The number recognizes your mobile number and connects you to your rooftop.

Smart Input — describe the work, get the items

Smart Input is a voice or text input that turns your description of a problem into service-menu items.

Describe what you found on the car — out loud or by typing — and Smart Input matches your description to items in your service menu, with default pricing pre-filled.

For example: say or type “rear bumper has a 4-inch scuff, needs touch-up paint” and Smart Input suggests the matching service items from your menu. Review them, adjust pricing if needed, and add them to the car.

This is faster than scrolling through the full service menu on mobile. Describe the damage, review the suggestions, confirm. Done.

Smart Input works in the Add Work flow and in the inspection screen. If a suggested item doesn’t match, dismiss it and pick from the menu manually.