--- title: "Manage supervisor console" slug: "manage-supervisor-console" tags: ["Area - Dispatch Pro", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-04-25T01:26:36Z published: 2026-04-25T01:26:36Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage supervisor console ## Overview The Supervisor Console gives you a clear dashboard with important metrics, charts, and filters tailored to your needs. You can easily customize views, track key data, and manage multiple workspaces all in one place. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types - Applies to all trades ## Things to know - The columns and filters available in widget types may vary depending on the specific widget you select and the data it is designed to display. Different widget types offer different filtering options and display settings to ensure you can tailor the widget to your specific needs and focus on relevant data. - In the widget types, there are also *donut chart widgets*. Two examples are **Dispatch Pro Revenue Impact** and **Dispatch Pro Revenue Impact**. Both charts display impact data and are represented as donut charts.![Dispatch Pro Utilization Impact.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-e3dnaj10.png) - There are also badge widget types, one of which is the *Average Ticket*. The *Average Ticket* widget displays the average amount billed for each job based on your current selection, helping you understand the typical value of each job within the filtered data.![The Average ticket widget.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-hdystxm5.png) ## Access and managing the Supervisor Console workspace 1. To access the Supervisor Console do one of the following: 1. Go to the navigation bar, click **Dispatch > Supervisor Console**. 2. If you are already on the *Dispatch Board*, from the **Dispatch Pro** dropdown, select **Supervisor Console**.![A cursor select Supervisor Console from the Dispatch Pro dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-sua79kst.png) 2. On the *Supervisor Console* screen that opens, you can do one of the following: 1. View a *default workspace* that includes a variety of example widgets showing the different types of available data that covers the last 30 days.![Image showing the Supervisor Console screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-p4cmaicm.png) 2. Click **Edit Workspace** to change its name or remove it.![Image showing the Edit Widget screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-ht4x37ez.png) > [!TIP] > **Tip:** If you remove the workspace, you can always restore it by clicking **Restore Default**. 3. Create a new workspace. For more, see [Create a new widget](/v1/docs/manage-supervisor-console#create-a-new-workspace). > [!NOTE] > **Note:** You can create an unlimited number of workspaces. 4. Duplicate an existing workspace. For more, see [Duplicate a workspace](/v1/docs/manage-supervisor-console#duplicate-a-workspace). ## Create a new workspace 1. Click **Add Workspace**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-13l8a8k5.png). 2. On the *Add Workspace* pop-up window that opens, enter the workspace name, then click **Add**.![A cursor clicking Add on the Add Workspace pop-up window.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-ipn8wyjy.png) 3. Click **Add Widgets** to configure your workspace.![A cursor clicking Add Widget .](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-vs55wjpq.png)On the *Add Widget* screen that opens, you can see multiple widgets available to choose from, organized with section dividers for easy separation. Some widgets are small, while others are larger. There are also a few scorecards available. > [!TIP] > **Tip:** Use the **Search** field to find the specific widget type you want. 4. Click the widget type you want to create. For example, we will now create a *Technician Productivity Performance* widget.![The Technician Productivity Performance widget.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-6g5ojapd.png) 5. On the *Widget Create: Technician Productivity Performance* screen that opens, start configuring your widget. 6. In the **Widget Title** field, update the widget name if needed. 7. Set up widget filters: > [!NOTE] > **Note:** Each widget has its own unique set of available filters. 1. **Technician Business Units:** Filter by specific business units to narrow down the data to only include technicians working within the chosen business units. 2. **Technician Zones:** Use this filter to define the zones in which your technicians operate. 3. **Technician Skills:** Filter by skills to focus on technicians with certain expertise. 4. **Technician Teams:** Narrow data to specific teams of technicians for team-based analysis. 5. **Technicians**: Select individual technicians to view their specific performance. 6. **Date Range:** Set a date range to filter data by the desired time period. 8. In the *Table Options* section: 1. In the *Default Page Size* field, specify the number of rows to display per page. 2. Select which columns to display in the table by enabling or disabling the available options. 3. Enable or disable color coding based on performance metrics. 4. Drag and drop the columns to change their order in the table.![A cursor dragging and dropping the columns to change their order in the table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-cevvpazo.png) > [!TIP] > **Tip:** In the Widget Visualization Options section, it shows how the table will look. 9. When finished, click **Create**. The workspace has been created. To manage the workspace, see [Manage a workspace](/v1/docs/manage-supervisor-console#manage-a-workspace). ## Duplicate a workspace You can duplicate existing workspaces then customize the workspace to fit your needs. This saves you time from having to create workspaces from scratch each time. 1. Click **Duplicate Workspace**.![A cursor clicking Duplicate Workspace.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-gwjfh0ez.png) 2. In the *Duplicate Workspace* pop-up that opens: 1. Enter a **Workspace Name**. 2. Select the **Business Units** you want to include. 3. Select the **Zones** you want to include. 4. Select the **Date Range** for the workspace. This is set to *Last 30 Days* by default. > [!NOTE] > **Note:** You can adjust the Business Units, Zones, and Date Range filters at any time for the workspace. 5. (Optional) Select **Make this workspace public** to publish this workspace. > [!NOTE] > **Note:** Unpublished workspaces are visible to office employees with Edit Supervisor Console permission only. Published workspaces are visible to office employees with both Edit and View Supervisor Console permissions. Office employees with Edit permissions can edit, publish and unpublish any workspace. 3. When finished, click **Save**.![A cursor clicking Save on the Duplicate Workspace screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-5sro6iu7.png) 4. Click **Edit Widgets** to make changes to the widgets in the workspace as needed. 5. When finished, click **Save Widgets**. ## Manage a workspace To manage the workspace you created: 1. Click **Refresh Widget Data![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-mmi5y5a4.png)**to update the workspace with the latest data. 2. Click **Publish Workspace** to share the workspace with other users. > [!NOTE] > **Note:** Unpublished workspaces are visible to users with **Edit Supervisor Console** permissions only. Published workspaces are visible to users with both Edit and View Supervisor Console permissions. Users with Edit permissions can edit, publish and unpublish any workspace. ![Image showing the Supervisor Console screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-y6c6gvtc.png) 3. Click **Edit Widgets** to remove widgets, edit widget settings, or add new widgets. Make sure to click **Update** after updating a widget.![Image showing how to edit the widget.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-44vcj5uw.png) > [!TIP] > **Tip:** Drag the **arrow** icon located in the corner of the widget to resize it. This allows you to adjust the widget's dimensions to fit your workspace layout and better visualize the data. ![A cursor dragging the arrow icon located in the corner of the widget to resize it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-supervisor-console-image-cm8zrwny.png) 4. When finished updating the workspace, click **Update**, then **Save Widgets**. ## Understand different widget types The console uses different visual formats to display data based on the level of detail you need. | **Widget Type** | **Best for...** | **Examples** | | --- | --- | --- | | Badge | Quick, high-level glances at a single key performance indicator (KPI). | Average Ticket and Revenue | | Scorecard | Tracking specific metrics that require a bit more context than a simple badge. | Automation Rate and Assist Acceptance Rate | | Donut Chart | Visualizing impact data or the breakdown of a total percentage. | Dispatch Pro Utilization Impact and Dispatch Pro Revenue Impact | | Table | Deep dives into granular data with multiple columns and rows. | Technician Productivity Performance | ## Want to learn more? - See [Dispatch Pro overview](/v1/docs/dispatch-pro-overview)