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The dashboard consists of the follow areas
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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
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Per device. It does not save across multiple devices. |
Hamburger Menu
Notifications
Alerts
List of notes or actions created on a project, company or contact
To Acknowledge the alert, swipe to the left or right.
Leads
List of leads
Reports
Punch Lists / Hot Jobs
Help & Settings
Submit Feedback
Log outThis will completely
Completely disconnect
from your database and
will need to re-enter
