Estimator Dashboard
To navigate to the Dashboard screen on Mobile as Estimator, sign in to the App with Estimator's credentials. The first screen opened after authentication is the Dashboard, which displays the latest updates on the Estimator's activity:
- Estimates today: displays the number of completed Estimates within the current date.
- Quoted: the amount quoted in the conducted Estimates.
- Confirmed %: the ratio of confirmed Estimates to the total amount of Quoted.
- Financial results by periods: the amount of completed Estimates, Quoted, and Confirmed % ratio by the current week, previous week, current month, and the previous month.
For authorized Estimator, navigation to Dashboard is also available from the bottom navigation bar by tapping the dedicated button.
Fieldworker Dashboard
Team Info:
The Field Workers have access to the Mobile App, where they can follow the scheduled Jobs, check the Job and Crew details, and communicate with other Users.
By signing in to the Worker's account, the first screen displayed is the Dashboard, where the Worker can see the actual information on the current Crew to which the Worker has been added.
The Crew Leader of the displayed Crew is marked with a starred overlay on User's Avatar.
To overview the historical data about the dedicated Crews, the User can select the date for older data:
Expenses:
For data entry related to the Crew's expenses (B.L.D., Extra, other notes), select the Expenses tab on the Worker's Dashboard:
Work time:
To manage the working time of the Crew, select the Work Time tab to view the list of Crew Members and manage their time by adding new time entry:
