Find your way around the office
See the main office sections and why some tools may be hidden.
Owners and dispatchers use these main office sections:
- Dashboard
- Jobs
- Schedule: Calendar plus Live View, Dispatch, and Time tracking when the user can view the field team
- Customers: All customers and Customer Access
- Sales: Estimates and Contracts
- Money: Invoices, Payments, Books, and Reports
- Communications: Texts, plus optional Inbox, Follow-ups, Agents, Website Chat, and Answers
- Usage & Billing: owner only
- Settings
Technicians see Today and My jobs on the office website. Optional tools do not appear until they are turned on for that business.