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The dashboard consists of the follow areas
Tiles
Recent
Favorites
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.
NotificationAlerts
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
ReportsPunch Lists / Hot Jobs
List of Punch List items
Help & SettingsHelp 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