Dashboard Overview

 

The Dashboard is your command center where you can navigate to your action items and see the status of Work Orders, Proposals, and Invoices that need your attention to help save you time. You will also be able to take action right from this screen!

 

Screenshot 2023-09-22 at 1.27.15 PM.png

 

Step 1: To access your core modules, you can click on the respective tabs found across the top of your screen or from the left hand side menu.

 

Screenshot 2023-09-22 at 1.51.15 PM.png

 

Step 2: To take action on your Invoices, Proposals, and Work Orders, you can click on the Id numbers to go directly to the details of that Invoice, Proposal or Work Order

 

Screenshot 2023-09-22 at 2.00.13 PM.png

 

To learn more about how to navigate each module, please see the following links:

Navigating the Work Order Module

 

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