Your home page

Home is the first thing you see. It is a grid of cards, each one a list or a number with the button that deals with it: Reply on a new lead, Follow up on a quote, Collect on a balance due. Your role decides which cards start there.

What each role starts with

• Admin: Waiting for your approval, Inventory conflicts and two numbers (revenue booked this month, balances still owed), the leads, quotes and money lists, Sub-rentals to confirm, My tasks, and the Business snapshot.
• Sales: Inventory conflicts, revenue booked and win rate this month, New leads waiting for a reply, Quotes sent, not signed, Deposits and balances due, Sub-rentals to confirm, and My tasks.
• Dispatcher: Today's routes, Crew not clocked in, Stops with no route, Inventory conflicts and My tasks.
• Warehouse: Prep and load, Clock in and out, Out for repair, Returns to check in and My tasks.
• Crew: Clock in and out, My jobs today, My schedule this week, My tasks, Required reading and My time off.

Good to know

• A card's title opens the screen behind it: Today's routes opens Dispatch, a list opens its module.
• A list card shows up to twelve rows and scrolls inside itself; See all opens the rest.
• A card with nothing in it says "Nothing right now." instead of leaving a gap.
• A number card needs your role to read Reports. Without it, the rest of the page moves up into the space.
• Paperwork waiting for your signature always sits at the top, above the cards.
• On a phone the cards stack in the order the page reads, top to bottom.

Make it your own

Press Edit page to add, move, resize or remove cards. See Edit your home page.