Dashboard shows the Business position available to your role. Use the main navigation to open the work behind those figures.
1. Check Dashboard
Review the money figures, work needing attention, active Projects and upcoming Visits. Open the relevant row to inspect the underlying record.
Some field roles open on their personal Visit view. Personal work depends on the Team entry linked to your login and the Visits assigned to it.
See understand your business figures for what the totals mean.
2. Find potential and current work
Use Leads for potential work, contact history and next steps. Use Projects for the Customer work, agreements, Visits and delivery records.
A Lead can start a Project before it is won when you need to estimate, quote or visit.
3. Plan the people and time
Use Team Calendar for scheduling and Time Recording for actual worked time. A booking and a time entry are different records.
4. Open the other tools
- Estimates, Quotes and Invoices bring those documents together across Projects.
- Customers, Team, Sites, Pricing and Certificates hold the shared records.
- Reports provides the available reporting tools.
- Business Settings and Your Account separate Business administration from your personal settings.
At phone width, use More for the additional navigation items. The header bell opens notifications over your current screen.
If something is missing
Check the Business, search and date or archive filters. Your role and plan can affect available tools, while Site and record permissions affect the records within them.