Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

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

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 swipe to the left or right.

Leads

  • List of leads

Reports

Punch Lists / Hot Jobs

Help & Settings

Submit Feedback

Log out

  • No labels