Your dashboard
See the day at a glance: open jobs, pending invoices, expiring cards, and payment recovery.
The dashboard is the first thing you see when you open Zoop. It gives you a live snapshot of your business — open jobs, unpaid invoices, and customers who need follow-up — without digging through every screen. Nothing to set up; it updates automatically.
What's on the dashboard
Business overview
Four summary numbers sit at the top:
| Card | What it shows |
|---|---|
| Open jobs | Jobs that are not yet complete. |
| Upcoming schedule | Jobs scheduled for this week. |
| Pending invoices | Total dollar value of invoices awaiting payment. |
| Active customers | Customers currently on your books. |
Expiring cards
This card shows how many customers have a saved payment card expiring within the next 30 days that the card network has not already refreshed for you.
Most cards update silently in the background — Zoop never shows those. The ones listed here genuinely need your attention, because a charge will fail if the card expires before the customer updates it.
- If only one customer is affected, the card links straight to that customer's page.
- If more than one customer is affected, the link takes you to a filtered view of your customers list.
- When everything is current, the card reads "All up to date."
Route intelligence
This card is a shortcut to your route intelligence view. It shows how much work your team has scheduled this week, how long travel between jobs will take, and whether jobs are grouped efficiently by location. Select the route intelligence card to open it.
Payment recovery
The payment recovery card (labeled "Payment recovery") tracks invoices that are overdue or in a failed-payment cycle. It breaks them into three buckets:
| Bucket | What it means |
|---|---|
| Stripe retrying | A payment failed and Stripe is automatically trying it again over the next few days. No action needed yet. |
| Zoop nudging | The invoice has been sent and Zoop is automatically emailing or texting the customer reminders. |
| Uncollectible — review needed | Invoices marked uncollectible in the last 30 days. Each one needs a decision from you: write it off, or re-open it and try again. |
Each non-empty row links to the invoices list filtered to that bucket, so you can act on the right ones without hunting.
When there is nothing in any bucket, the card reads "All caught up."
New to Zoop? Start here
If your account is new, the bottom of the dashboard shows two quick-action buttons: Add a customer and Create a job. Completing these two steps unlocks the rest of Zoop.
See getting started for a full walkthrough.