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:
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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.
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Recent
Recent: Displays the last three records you accessed, allowing you to quickly pick up where you left off.
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| Info |
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The favorite status is device-specific and doesn't sync across multiple devices. |
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Hamburger Menu
Hamburger Menu: Located at the upper left corner, this icon reveals additional options for enhancing your experience.
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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.
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Reports
Punch Lists / Hot Jobs: Review a list of punch list items for efficient management.
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