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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
ScheduleInstallations
Appointments
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
Notification
Alerts
List of notes or actions created on a project, company or contact
Acknowledge by swiping to the left or right
Leads
List of leads
Click on lead to view detailed Information, Follow Ups, and Notes
Click on + sign at bottom right to Put on hold or Cancel Lead
Email, call or text the contact person directly from the Information page
Reports
Punch Lists / Hot Jobs
List of Punch List items
Help & Settings
Help Guide
Submit Feedback
Report a bug
Request a feature
Log out
Disconnect from database and will need to re-enter Connection String and Sign in again
