The account settings tab lets users edit or delete profiles, business details, system users, account plans, test data, and quote settings.
The My Profile tab enables changes to the primary account user’s name and email address.
The Business Details tab allows updates to information for invoices, quotes, and client emails.
The Users tab displays who has system access and their user levels and offers options to add or remove users.
Dashboard Video
The dashboard includes four sections: “Today’s Jobs,” which displays workload segmented by job name, client, and site. The green number indicates the total number of jobs for the day.
“Tomorrow’s Jobs” shows upcoming tasks. Clicking a line reveals job details, with automatic updates reflecting changes in workload.
Quote windows display the top five outstanding quotes from the previous and current month, including client/site information, quote name, and sales value.
High-level numbers include total sales, cost of sales, and potential profit. Clicking a line takes you to quote details, with updates reflected in live quotes.
The view includes a link to a work calendar, directing users to a monthly planner for active jobs.
Quote Settings
The Account Details tab displays subscription information, including user allowances, file storage usage, and options to cancel or delete the account.
The Quote Settings tab allows users to input business details like address, payment information, and a logo to be automatically included in quotes and job sheets.
Job Explainer
The Job Manager operates similarly to the Quote Manager, using “show all” as the default filter and allowing searches by keyword or phrase.
Users can drill down into details by pressing any line to edit and update information.
Client Manager
The client management section displays clients in alphabetical order, and users can access it by selecting the first letter of their name.
Green-coloured addresses represent stored customers at a location; new clients can be added using the button at the top of the screen.
Quote Manager
The Quote Manager organises and locates quoted work using a search filter for specific terms.
The default view shows all quotes, but you can filter to view quotes in progress or use date filters for specific ranges.
Status indicators are colour-coded, and each quote line is clickable for detailed viewing.
Changing a quote’s status from completed to invoice dynamically updates the quote progress.
Site Manager
The site manager operates similarly to the client manager, allowing you to search for specific locations using an alphabetical display.
If the site name begins with a number, use the hash key to narrow down the list, and click on each entry for more information.
Employee Explainer
The employee manager’s default view displays all current employees, roles, email addresses, and phone numbers. Users can filter to view past employees if needed.
Clicking on an employee’s name provides detailed records and a menu for holidays, absences, training, and storage of employment-related documents.
Users can upload documents in relevant sections, such as training certificates, licenses, or insurance documents.
Vehicle Explainer
The vehicle manager displays all vehicles’ ID numbers, registration, make, and model, with clickable links for detailed information.
The menu enables you to edit vehicle details, complete a checklist, and add documents.
The Checklist tab includes a button that allows you to complete and save the checklist for the vehicle.
The Documents tab allows you to upload PDFs and create folders for better organisation.
