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How to Use the Lula Pro Dashboard

A tab-by-tab walkthrough of the Pro Dashboard, from claiming a job to tracking your payout.

Written by Katherine Hart

The app is for the field. The Pro Dashboard is your home base. It's Lula's version of CRM software and is the easiest way to manage your business and your technicians from a computer. Log in to your dashboard here.

Watch Here

🧭 Getting Around

  • Menu tabs live on the left side of your screen

    • Jobs (Summary, Requests, Claimed, Completed, Canceled), Payments, Settings (Services Offered, Service Pricing, Markets, Fleet), Document Upload, Onboarding, Key Links, and the Appliance Store.

  • Summary is your snapshot

    • See your claimed jobs, completed jobs, average rating, total job price, earnings, and any adjustments at a glance.

📥 Claiming Jobs

  • New jobs arrive in the Requests tab

    • Review the service type, location and zip code, resident availability, job type, and price, then choose Claim or Pass. Use the filters to search by job ID or address, service category, or emergency jobs.

  • Claimed jobs move to the Claimed tab

    • Click the job ID number to open the full job details: the job description, customer photos, scheduled date and time, property access details (like lockbox info and pets), the location map, contact info, and the job timeline. Your earnings are shown at the top.

🧰 Working the Job

Your action buttons sit at the top of the job details screen.

  • Start En Route when you're on the way. This automatically sends a text message to the resident.

  • Start Job when you arrive on site.

  • Pause Job or Close Job right from the dashboard. This is helpful if you're managing jobs for your technicians.

  • Update Job/Price if the job details need to change.

⚠️ Quotes must be submitted in the Lula app, not the dashboard. See how to submit a quote.

✅ Completed Jobs & Chat

  • Closed jobs move to the Completed tab

    • Each completed job shows its completed date, price, and the rating you received.

  • Chat with the Lula Pro Support team any time

    • Click the chat icon next to any job. Chats are tied to that specific job ID, so our team has the full context.

💰 Getting Paid

  • Paid jobs show up in the Payouts tab

    • Each payout lists the related job IDs, job total, any deductions, total payout, and payout date. You can also Export your payout history.

  • Pending: 5–7 business days

    • Payments are processed within 5–7 business days from when you close out the job in the app or dashboard. While a payment is Pending, your expected payment date is listed in the Payouts tab.

  • Paid: 4 business days for direct deposit

🔔 Notifications & Help

  • The bell at the top of your screen shows notifications and any unread chats from Lula.

  • Help opens our Help Center, where you can search FAQs or chat with us about questions like "How do I update my banking information?" or "How do I close out a job?"

🤩 Bonus Tip: Running a team? Use the dashboard from your computer to track every tech's jobs, statuses, and payouts in one place while they work from the app in the field.


🗂️ Where Do I Find It?

Tab

What You'll Find

Requests

New jobs to claim or pass

Claimed

Scheduled and in-progress jobs, plus job details and action buttons

Completed

Closed jobs and your ratings

Payments

Paid and pending payouts

Settings

Services offered, your rates and the Flat Rate Catalog, markets, and fleet users

* Banking info, service areas, and documents can also be updated from the dashboard.


Other Resources

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