Dashboard
The dashboard is the first page you access when logging in 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, 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 on the “Office Schedule” button, you can view the existing office schedule and can 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.
In the middle of the page you can see the "Productivity Pulse" tab, which gives you insights into the company's statistics.
The "Productivity Pulse" automatically shows the insights of the present day.
To choose another day or required time range, click on “Calendar”.
In the first section you can find insights about schedule and estimator reports as well as clients and leads:
"Schedule Reports" row shows the number of schedule reports for all time.
If you click on the number, you access the list of all the schedule reports. If you click on the required schedule report from the list you'll its details in a pop-up window.
"Estimator Reports" row shows the number of estimator reports for all time.
If you click on the number, you will see the list of all the estimator reports. If you click on the required estimate report from the list you'll its details in a pop-up window.
""Clients" row shows the number of Client profiles.
The first column shows how many clients the company has up to the date indicated on the calendar.
The second column shows how many new clients have been added on that day or during the chosen time period. If you click on the number, you can see the list of all new clients along with where the client has been referenced from added on that day or during the chosen time period and can access the client profiles if you click on them.
"Leads" row shows the number of Leads.
The first column shows how many leads the company has up to the date indicated on the calendar.
The second column shows how many new leads have been added on that day or during the chosen time period. If you click on the number, you will see the list of all new leads separated by lead creators and can access those lead profiles from the dashboard.
The next section shows detailed information about Leads separated by their statuses.
You can see how many new leads the company has, how many have been approved, estimated, are a “no go,” etc.
The first column shows how many leads the company has up to the date indicated on the calendar for each lead status.
The second column shows how many new leads have been added on that day or during the chosen time period for each lead status.
If you click on the number, you will see the list of all new leads separated by lead creators and can access those leads from the dashboard.
You can also see the revenue of the leads next to the lead statuses.
The next section shows detailed information about Estimates separated by their statuses.
Here you can see how many new estimates the company has, how many have been sent for approval, how many are pending, how many have been confirmed or declined, or have expired.
The first column shows how many estimates the company has up to the date indicated on the calendar for each estimate status.
The second column shows the gained revenue or the loss of the company for each estimate status.
"Workorders" row shows the number and cost of Workorders.
The first column shows how many WOs the company has up to the date indicated on the calendar.
The second column shows how many new WOs have been added on that day or during the chosen time period.
If you click on the number, you will see the list of all new WOs separated by WO creators and can access those WOs from the dashboard.
You can also see the revenue from the WOs.
"Invoices" row shows the number and cost of invoices.
The first column shows how many invoices the company has up to the date indicated on the calendar.
The second column shows how many new invoices have been added on that day or during the chosen time period.
If you click on the number, you will see the list of all new invoices separated by invoice creators and can access those invoices from the dashboard.
The next section shows detailed information about Invoices separated by their statuses.
Here you can see how many invoices have been issued, sent, paid, how many overdue or holdbacks invoices there are.
The first column shows how many invoices the company has for each invoice status up to the date indicated on the calendar.
The second column shows the gained revenue or the loss of the company for each invoice status.
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 the 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.
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.
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.
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.
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, 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 on the “Office Schedule” button, you can view the existing office schedule and can 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.
Productivity Pulse
In the middle of the page you can see the "Productivity Pulse" tab, which gives you insights into the company's statistics.
The "Productivity Pulse" automatically shows the insights of the present day.
To choose another day or required time range, click on “Calendar”.
In the first section you can find insights about schedule and estimator reports as well as clients and leads:
"Schedule Reports" row shows the number of schedule reports for all time.
If you click on the number, you access the list of all the schedule reports. If you click on the required schedule report from the list you'll its details in a pop-up window.
"Estimator Reports" row shows the number of estimator reports for all time.
If you click on the number, you will see the list of all the estimator reports. If you click on the required estimate report from the list you'll its details in a pop-up window.
""Clients" row shows the number of Client profiles.
The first column shows how many clients the company has up to the date indicated on the calendar.
The second column shows how many new clients have been added on that day or during the chosen time period. If you click on the number, you can see the list of all new clients along with where the client has been referenced from added on that day or during the chosen time period and can access the client profiles if you click on them.
"Leads" row shows the number of Leads.
The first column shows how many leads the company has up to the date indicated on the calendar.
The second column shows how many new leads have been added on that day or during the chosen time period. If you click on the number, you will see the list of all new leads separated by lead creators and can access those lead profiles from the dashboard.
The next section shows detailed information about Leads separated by their statuses.
You can see how many new leads the company has, how many have been approved, estimated, are a “no go,” etc.
The first column shows how many leads the company has up to the date indicated on the calendar for each lead status.
The second column shows how many new leads have been added on that day or during the chosen time period for each lead status.
If you click on the number, you will see the list of all new leads separated by lead creators and can access those leads from the dashboard.
You can also see the revenue of the leads next to the lead statuses.
The next section shows detailed information about Estimates separated by their statuses.
Here you can see how many new estimates the company has, how many have been sent for approval, how many are pending, how many have been confirmed or declined, or have expired.
The first column shows how many estimates the company has up to the date indicated on the calendar for each estimate status.
The second column shows the gained revenue or the loss of the company for each estimate status.
"Workorders" row shows the number and cost of Workorders.
The first column shows how many WOs the company has up to the date indicated on the calendar.
The second column shows how many new WOs have been added on that day or during the chosen time period.
If you click on the number, you will see the list of all new WOs separated by WO creators and can access those WOs from the dashboard.
You can also see the revenue from the WOs.
"Invoices" row shows the number and cost of invoices.
The first column shows how many invoices the company has up to the date indicated on the calendar.
The second column shows how many new invoices have been added on that day or during the chosen time period.
If you click on the number, you will see the list of all new invoices separated by invoice creators and can access those invoices from the dashboard.
The next section shows detailed information about Invoices separated by their statuses.
Here you can see how many invoices have been issued, sent, paid, how many overdue or holdbacks invoices there are.
The first column shows how many invoices the company has for each invoice status up to the date indicated on the calendar.
The second column shows the gained revenue or the loss of the company for each invoice status.
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 the 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.
Updated on: 20/03/2023