The dashboard
Open Dashboard from the menu. It is the first screen office staff see.
Warnings and to-dos
- Emails are not going out. Shows when an email failed. See Emails.
- Finish setting up. Shows until your phone, booking page and email check are done.
This month
Four numbers at the top:
- Collected this month. All payments recorded since the 1st, cash, check and card.
- Unpaid invoices. What customers still owe on invoices that are not paid. The line below shows how much of it is overdue, or "Nothing overdue".
- First-visit fix rate. Of your repaired and paid jobs, the share fixed with one visit. Declined repairs are left out. It shows "No data" until you finish a repair.
- Average ticket. The average amount paid per job, across every job with a payment.
Open jobs by stage
How many jobs sit in New request, Scheduled, Diagnosed, Waiting for parts and Repaired. Click a number to see those jobs. A colored bar shows the mix at a glance.
Upcoming visits
Visits from today through the next three days, with the customer, appliance, city and time. Click one to open the job.
Parts to act on
Parts that are needed, ordered or arrived, with arrived parts first so return visits get booked. Ordered parts show their due date.
Money collected
A bar chart of payments for each of the last 6 months.
Where jobs come from
Jobs and money collected by source: Website, Phone call, Google, Referral, Repeat customer, Home warranty or Other. Website bookings are tagged for you. For phone bookings, set How did they find you? on the new job form.
Warranty company report
Warranty claims shows what each warranty company owes, what it paid and its average days to pay. See Warranty claims.
Your data, any time
Everything you put into PartsDue is yours. You can download it whenever you like and take it anywhere.
Only the WordPress administrator can download business data.
- Go to Settings then Your data.
- Click a button to download that list as a spreadsheet (CSV): - Customers - Appliances - Jobs - Visits - Parts - Estimates and invoices - Estimate and invoice lines (every price) - Payments
- Or click Download everything (one file) for a complete backup in one file. It also includes the activity log of every job.
The CSV files open in Excel, Google Sheets and Numbers. They are named with the date, like repair-customers-2026-11-03.csv.
The private links to customer pages are left out of every download, because they work like passwords.
Using your data elsewhere
- QuickBooks Online. Under For QuickBooks Online, download QuickBooks customers and QuickBooks invoices. In QuickBooks, open Sales, then Customers or Invoices, and choose Import. Every line comes across, the service call credit is a minus line, and each total matches PartsDue. Payments are not imported: record them in QuickBooks as you receive them. There is no live sync yet.
- Switching software. The downloads have every customer, appliance, job and price, so you are never locked in.
- Backups. PartsDue keeps its data in your WordPress database, so your normal website backups include it.
If you remove the plugin
Deleting PartsDue does not delete your data. It stays in your WordPress database until you remove it yourself. Install the plugin again and everything is back.