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Info

The dashboard consists of the follow areas

  • Tiles

  • Recent

  • Favorites

  • Hamburger Menu

Hamburger Menu

  • Three bars in upper left corner

Tile Modules

  • Projects

  • Companies

  • Contacts

  • Schedule

Recently Opened

  • Shows that last three records opened

Favorite Records

  • Every record has a favorite star in the top right corner

  • Easily toggle on or off

Info

Per device. It does not save across multiple devices.

Hamburger MenuNotifications

Notification
Alerts

  • List of notes or actions created on a project, company or contact

  • To Acknowledge swipe to the left or right.

Leads

  • List of leads

Reports
Punch Lists / Hot Jobs

  • List of Punch List items

Help & Settings
Help Guide

Submit Feedback

  • Report a bug

  • Request a feature

Log out