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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
Installations
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
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List of leads
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Click on lead to view detailed Information, Follow Ups, and Notes
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Click on + sign at bottom right to Put on hold or Cancel Lead
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The Dashboard in the e-manage|ONE Go App provides you with quick access to various areas and tools. Here's an overview of its key components:
Tiles
Tiles: These sections offer easy navigation to different parts of the app.
Projects: Access and manage your project-related information.
Companies: Explore and update company records.
Contacts: View and interact with your contacts.
Installations: View scheduled installations, access digital Delivery Tickets and receive electronic sign offs from your customers.
Appointments: Stay organized with upcoming appointments which is synced with your Outlook Calendar if you are using the “Events Calendar” in the e-manage|ONE Desktop app.
Recent
Recent: Displays the last three records you accessed, allowing you to quickly pick up where you left off.
Favorites
Favorites: Each record features a star icon in the top right corner. You can mark records as favorites to easily access important data. Toggle the star icon to remove from favorites.
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The favorite status is device-specific and doesn't sync across multiple devices. |
Hamburger Menu
Hamburger Menu: Located at the upper left corner, this icon reveals additional options for enhancing your experience.
Alerts
Alerts: Access a list of notes or actions created on projects, companies, or contacts. You can acknowledge alerts by swiping left or right.
Leads
Leads: This section presents a list of leads.
Click on a lead to access detailed information, follow-ups, and notes.
Use the '+' sign at the bottom right to place a lead on hold or cancel it.
Easily reach out to contact persons via email, call, or text directly from the Information page.
Reports
Punch Lists / Hot Jobs
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: Review a list of punch list items for efficient management.
Help & Settings
Help Guide: Access the help documentation for any assistance you may need.
Submit Feedback
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Report a bug
Request a feature
Log out
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: Report bugs or request new features to enhance your experience.
Log Out
Log Out: Disconnect from the database. You'll need to re-enter the Connection String and
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sign in again
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to access the app.