Overview
Your home screen: money owed, today’s service work and inventory alerts at a glance, plus the tools in the top bar that work from every page.
Read the Dashboard
Financial Health shows revenue this month, accounts receivable, overdue invoices and pending invoices.
Service Operations shows open work orders, today’s appointments and unassigned jobs. Click it to open the service calendar.
Recent Activity lists what changed in the last 24 hours, and Inventory Alerts lists items at or below their reorder point.
Compare Locations
When you run more than one location, the By Location table breaks down month-to-date revenue, open sales orders and open work orders for each one. Manage locations opens the Locations page.
Search Everything
- 1Click the search box in the top bar.
- 2Type a customer name, work order or sales order number, SKU, part name or serial number.
- 3Pick a result to open it.
Type “new work order” (or another record type) to jump straight to creating one.
Check Notifications
- 1Click the bell in the top bar to see your latest notifications.
- 2Click one to open the record it is about, or click Mark all read.
- 3Use the settings link in the panel to choose which ones also reach you by email or push.