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Module | Description | ||
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Home | The Home module is the landing page users see when they log in to their account. User accounts are set up to view any of the three default homepage options: Dashboard, Recent Activity and Sales. Right-click on the Home module to temporarily change the homepage view to one of the other options. Permanently To permanently change your homepage from , go to your User Profile in your User Account. | ||
Customer | The Customer module contains tools related to creating and servicing customer accounts. | ||
Dashboard | The Dashboard module provides a quick diagnostic in areas such as Accounts Receivable, Revenue, Growth and Productivity. | ||
Sales | The Sales module contains tools to track and manage contracts and leads. | ||
Operations | The Operations module contains tools needed for daily dispatch operations such as assigning routes, creating work orders, and etcother day-to-day operations. | ||
Accounting | The Accounting module contains tools needed for billing, managing accounts receivable, auto pay, etcpayment setup and other accounting/financing tasks. | ||
Reports | Includes all core and customizable reports. | ||
Setup | The Setup module controls the setup for the modules and their tools based on customer preference.
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Database | The Database module contains tools that use database access to perform a task. Permissions to this module should be restricted. |
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