Dashboard Overview
The LiteWork dashboard is your home screen — the first thing you see after signing in and selecting a company. It gives you a quick snapshot of your business activity and fast access to your most common tasks.
What You’ll See
The dashboard displays key information at a glance:
- Recent Documents: Your most recently created or edited invoices and quotes, with document numbers, client names, amounts, and status indicators
- Quick Actions: Buttons to create a new invoice or quote without navigating through menus
- Search: A search bar to find documents by number, client name, or amount
Navigation
From the dashboard, you can access everything in LiteWork:
- Header bar: Create new documents, access contacts, open settings, and reach the help center
- Document list: Click any document to open it for editing
- Company switcher: If you manage multiple companies, switch between them from the header
Getting Back to the Dashboard
Click the LiteWork logo in the top-left corner at any time to return to the dashboard.
First Time Here?
If you’ve just created your account, the dashboard may look empty. That’s normal — start by:
- Setting up your company with your business details and logo
- Creating your first invoice
- Adding your first contacts
💡 Tip: If you’re connected to Xero, your existing invoices and contacts will sync automatically. Check LiteWork Settings → Xero Sync to get started.
Related Articles
- Quick Start Guide — Get up and running fast
- Creating Your First Invoice
- Setting Up Your Company
- Keyboard Shortcuts — Navigate faster