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The Home Dashboard features a range of search options, a job control panel and an internal message board.

 

Home Screen

 

Excerpt


Home Dashboard

Search Options

Enables you to search for contacts or tasks. Users with access to accounts can search for particular invoices, purchase orders or credit notes.

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Job Control

Provides a snapshot of what is happening in the business at the beginning of the dayof where your jobs are in the pipeline (updates every 5 minutes).

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Quotes – Number of unapproved quotes.

Current Tasks – Number of open tasks.

Tasks Not Read – Number of open tasks that have not been viewed by anyone.

Scheduled Tasks – Number of open tasks that have a schedule for today or beyond.

Completed But Not Invoiced – Tasks that have been marked as completed, but have not yet had a final invoice raised.

Pending Invoices – Number of finalised invoices that are pending/awaiting to be pushed across to an accounting system.

Compliance – Number of open compliance forms. It is important that compliance forms be closed the moment that the paperwork is completed.


Message Board

An internal notice board displaying messages posted to your business unit. Compliance information, certification expiry alerts and internal messages are shown here.

Click to enlarge

Please note this message board is not available to AroFlo Field.


 


 



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