How to use the Dashboard

How to use the feature menu

1. Click the drop-down button under the feature headers.

2. Search for features with the search box.

Dashboard Highlights

1. Add new customers.

2. Quotes last 7 days.

This report compares the quotes created in the last 7 days vs the previous 7 days.

3. Enquiries.

This report lists recent enquiries that have come from your front-end enquiry form.

4. Calendar.

View tasks, bookings, deliveries & collections.

5. Booking map view.

Use the colours to see which days your bookings are.

6. Deliveries & Collections

View the scheduled deliveries/set-up and collections/takedowns over the next 7 days.

7. Invoices

Find this month's due, over-due & paid invoices.

8. Stock Issues.

Identify this week's stock/inventory issues.

9. Tasks.

Find this week's open and closed tasks. How to create tasks.