Lesson 2 of 3 · 5 min
Navigating the Dashboard
Understand the dashboard layout, key metrics, and how to find what you need.
Navigating the Dashboard
Video coming soon
Lesson Notes
The dashboard is role-specific — what you see depends on whether you're an Agent, Project Manager, Technician, or Editor. Each role gets the metrics and actions most relevant to their daily work.
Key sections accessible from the sidebar: Dashboard (home metrics), Jobs (pipeline and job management), Calendar (schedule view), Map (geographic job view), Invoices (billing), Customers (client management), Team (member management), and Settings.
Use the global search to quickly find jobs, customers, or invoices. The notification bell shows real-time updates — new bookings, status changes, messages, and assignments.
Key Takeaways
- Dashboard adapts to your role — Agent, PM, Technician, or Editor
- Sidebar navigation: Dashboard, Jobs, Calendar, Map, Invoices, Customers, Team, Settings
- Global search and notifications keep you informed without checking each section manually