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Dashboard (Home)

Overview

The agent's landing screen after login — a snapshot of their overall stats, today's field activity, quick access to core workflows, and a feed of recent activity.

Navigate to: Login → Home

Dashboard

Element Description
Agent name & ID e.g. John Mensah, AGENT# 8
Notification bell Badge shows unread count, e.g. 3 — opens Notifications

Overview

Four cumulative, not clickable, stat tiles:

Stat Description
Rate Payers Added Total rate payers this agent has registered
Property Inspected Total properties fully inspected
Under Inspection Properties inspection has started on but not completed
Property Registered Total properties this agent has registered

Things to check

  • Confirm these tiles are genuinely non-interactive (per spec) — tapping shouldn't navigate anywhere
  • Each count updates promptly after the relevant action (e.g. Property Registered increments right after a successful Add Property submission)

Today's Overview

A banner summarizing the day's field activity: "N Field Activities", broken down as "X Inspections · Y Bill Distributions".

Things to check

  • N Field Activities always equals X + Y (Inspections + Bill Distributions) — confirm no other activity types silently count toward this total without being reflected in the breakdown
  • The count resets at the start of each new day, not a rolling 24 hours

Quick Actions

Action Destination
Add Property Add Property wizard
Inspection Report List of the agent's completed inspections — tapping one opens Inspection Details (report, recorded changes, rate payer info, images/documents)
Add Rate Payer Rate payer type selection → Individual or Company
Bill Distribution Bill Distribution list

Things to check

  • Inspection Report only lists inspections completed by this agent, not the whole team
  • Search on the Inspection Report list correctly matches by property/rate payer identifiers

Bills & Payments

A dedicated, larger button below Quick Actions — visually distinct since it's a primary workflow, not just another quick action. Leads to Bills & Payments.

Recent Activities

A preview list on the dashboard, with a View All link opening the full Recent Activities page (split into Inspection Log and Bill Distribution Log tabs/filters).

Activity Card

Field Description
Icon Colour-coded avatar — initials for a person (e.g. rate payer), or a document icon for a report
Reference Property ID (e.g. PID-7141202648) for inspections, or the agent/rate payer name for distributions
Title e.g. "Inspection Report submitted for the ..." or the rate payer's name
Status badge e.g. SUBMITTED (blue), DISTRIBUTED (orange), COMPLETED (green)
Subtext Timestamp or short note (e.g. an inspection note, or a distribution date/time)

Things to check

  • Status badges (SUBMITTED / DISTRIBUTED / COMPLETED) consistently mean the same thing here as they do in Inspection Report and Bill Distribution — no mismatched terminology between the dashboard preview and the full pages
  • View All correctly splits into Inspection Log vs. Bill Distribution Log, and each tab only shows its own activity type
  • Tapping an activity card opens the correct underlying record (a specific inspection or a specific bill)

Notifications

Tapping the bell icon opens Notifications.

Behavior Description
Notifications off Agent can enable them from this screen
Notifications already on Cannot be disabled from this screen (per spec)
Notification list Tapping a notification navigates to its related record (e.g. a specific bill or inspection)

Things to check

  • Confirm there's genuinely no way to turn notifications off in-app, and that this is intentional (vs. expecting the agent to use OS-level settings)
  • Each notification deep-links to the correct record, not just a generic list screen
  • Unread badge count on the bell icon matches the actual number of unread notifications inside