Dashboard Overview
When you log in to DrillerDB, you land in your workspace. This guide shows you what is on the screen and where to find the things you will use every day.
Quick Start: Get Your Bearings
- Log in at console.drillerdb.com.
- The left menu runs down the left side. It is always there, so you can jump to any part of DrillerDB from any screen.
- The top bar across the top has search, alerts, and your account menu. A round Submit feedback button floats at the bottom right of every screen.
- The main area in the middle shows whatever section you are in. When you log in, that is your Dashboard - an overview of your business. Click Projects in the left menu to reach your job list.
No matter which screen you are on, the left menu is always there. If you are not where you expected to be, click Projects to see your jobs, or click any other section to go straight to it.
The Left Menu
The menu down the left side is how you move around DrillerDB. It is split into groups, and each group has a heading. Here is what each section is for, top to bottom:
| Group | Section | What's there |
|---|---|---|
| Overview | Dashboard | Your at-a-glance overview and key numbers |
| Operations | Maps | Every job on a map (the Job Map) |
| Operations | Projects | All your drilling projects and proposals - your main list |
| Operations | Pump/Service | Pump and service work orders |
| Operations | Open Work | Everything that still needs action |
| Operations | Scheduling & Dispatch | Your crews' calendars and the job schedule |
| Operations | Timecards | Crew hours and time tracking |
| Assets | Equipment | Your rigs and other equipment |
| Assets | Products & Services | Your materials and service catalog |
| Financial | Invoices | Billing and payment tracking |
| People | Contacts | Your customer and contact list |
| People | Communications | Email, text, and call history |
| Data | Reports | Business reports and exports |
| System | Settings | Company setup, users, and preferences |
| System | Help | Guides and support |
Your menu may show a few more or fewer sections than the list above, depending on your role and which DrillerDB features your company uses. For example, Wells, Shared Jobs, Accounting, Geothermal, Water Tests, Well Inspections, and AI each appear only when they apply to you. Click the arrow at the bottom of the menu to collapse it to icons and free up screen space. There is no Compliance entry in the menu: open a project's Compliance tab, or search for "Compliance".
On a phone, the bottom bar has Home, Projects, Schedule, Time, and More. More opens the full menu.
The Top Bar
The bar across the top is available from any screen:
| Element | What it does |
|---|---|
| Search anything | Find any project, customer, or record. Press Cmd+K (Mac) or Ctrl+K (Windows) to jump straight to it |
| AI and Log Call | AI opens the assistant panel (Cmd+J), and Log Call (the phone icon) records a phone call. Each appears only if it is turned on for your company and role |
| Notifications (bell) | Alerts and updates; the number is how many are new |
| Account menu (top right) | Account settings and Sign out |
Your Main List: the Projects List
Click Projects in the left menu to see every job you have.
- The New Project, Import, and Export CSV buttons sit at the top right. On a narrower window, Import and Export CSV are under More, so New Project always shows.
- The All / Proposals / Open Jobs / Needs a Date / Complete / Closed / Starred pills filter the list by status.
- A single search box ("Search well key, address, contact...") finds projects by well key, address, or contact name. The Filters button opens an advanced panel to narrow by employee, well type, drill type, state, county, priority, and contact.
- Each row shows the job's Status (with its next step under it), Priority, ID #, Well #, Date, Client, Address, County, and Type. Click a row to open that project.
Step-by-Step: Your First 10 Minutes
New to DrillerDB? Start here.
- See your jobs. Click Projects in the left menu. This is your main list. Use the Open Jobs pill to see just your active jobs.
- Open a job. Click any row to open the full project. The proposal, invoice, site info, well log, and more all live in one place.
- Check the schedule. Click Scheduling & Dispatch to see your crews' calendar and the order of upcoming work.
- See the map. Click Maps to view every job on the Job Map and spot what is near you.
- Find anything fast. Click Search anything at the top, or press Cmd+K (Mac) or Ctrl+K (Windows), then type a customer name, address, or ID.
- Set up your company. Click Settings to add your team, set preferences, and connect billing.
Start your first project from the New Project button at the top of the Projects list. See Create Your First Project for a full walkthrough.
Troubleshooting
The page will not load?
- Check your internet connection
- Refresh the page
- Try a different browser
Landed on a screen you did not expect?
- The left menu is always there. Click Dashboard for your overview, or Projects to get back to your job list.
Related Topics
- Navigation Basics - Detailed navigation guide
- Global Search - Search features
- Create Your First Project - Start a new project
- Projects - Project management