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.