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Navigating the Dashboard

The sidebar on the left is your primary navigation.

The sidebar on the left is your primary navigation.

  • Home — this week at a glance, plus service needing your review.
  • Communities — your properties. Only shown with the Communities module.
  • Routes — your stops and routes. Only shown with the Routes module.
  • Team — your people, their access levels, and their assignments.
  • Schedule — the full calendar for building and assigning shifts.
  • Guide — this documentation.
  • Settings — account, branding, operations, SMS, notifications, and support.
  • Your profile — at the bottom: account details, notifications, and log out.

Pages reached from inside other pages

Several screens deliberately do not live in the sidebar, because they belong to a property or to a review workflow. They are easy to miss:

  • Units — the property rent roll and unit-level service records.
  • Activity Log and Contacts — tabs on a community profile.
  • Automated reports — the Reporting tab on a community profile.
  • Violations, Clock-In/Outs and Shift Reports — reached from Home and from community pages.
  • Notifications — the bell icon, or your profile menu.