The dashboard is the first page the user accesses when logging into the system.
It gives quick access to the most used modules of the system as well as provides an essential insight into the daily statistics of the company.
When the user logs in, their name and last login information are displayed on the dashboard. Below that, are useful quick access buttons. are available.
- By clicking on the “Add Client” button, you access the page where you can create a new client profile.
- By clicking on the “Crew Schedule” button, you access the page where you can view existing crew schedules as well as create a new crew schedule.
- By clicking on the “Workorders” button, you access the list of all the workorders separated by their statuses.
- The “View Leads” button opens the leads map, where you can find all the new leads.
- By clicking the “Office Schedule” button, you can view the existing office schedule and create new tasks and appointments.
- By clicking on the “Own Estimates” button, you access the "Own Estimates" section.
Under the quick access tab, you’ll find information about:
- Leads assigned to you that have the status "New".
- Tasks assigned to you that have the status "New".
- Users who are currently online.
Performance Goals
On the right side of the page, you are presented with the "Performance Goals" section:
- In the “Estimator Goals” section you can see the monthly, quarterly, and yearly reviews for the estimator to get the picture if the estimator is meeting the set goals or not.
- In the “Company Goals” section you can see the monthly and quarterly reviews for the company to get a picture if the company is meeting the set goals or not.
- In the “Worker Goals” section you can see the reviews for the worker to get the picture if the worker is meeting the set goals or not.
- In the “Company Worker Goals” section you can see the reviews for the company worker to get the picture if the worker is meeting the set goals or not.
To-do List
Below you can find the user's "To-Do List", where you can see your tasks or add new ones.
To add a new task, click on the green button, add the task text, and click on the Tick to save the task. If the task is urgent, don't forget to mark it as "Urgent".
The tasks can be assigned to other users. To assign the task to another user, click on the “Arrow” button and choose the user you want to assign the task to from the "Assign to" list.
You can also edit or delete the tasks:
- To edit the task, click on the “Pencil” button.
- To delete the task, click on the "Bin" button.
After the task is finished, you can mark it as done by ticking the box in front of the task.
Header-icons
In the header, you can find several icons, each serving an essential task. These icons in the header are available on every page of the system.
- Live search helps to easily find and access a client, an estimate, an invoice, etc. It allows you to perform a search even with little information at hand, such as the first letters of a name, a house number, etc.
- If you want to send SMS to clients or team members, click on the "Phone" icon.
Note that the SMS feature is integrated separately. Please contact us to learn more.
- To access the integrated messenger to communicate with your team members, click on the “Message” icon. Note that the messenger is also available on the app for all users.
- When clicking on the user’s name at the top right of the screen, you have the option to move to “User Management”, “Company Management”, "Brands" or "Forms" sections.
Note that these sections are available to admin type of users.
- If you want to access the help desk choose the "Knowledge base" option from the list, available for all users.
Time Tracking
At the bottom right corner of the screen, a button is available leading to the user’s check-in dashboard.
Click here to learn more about time tracking.