The Top Navigation bar is home to Email, the Global Dashboard, the Project List, Contacts, Accounting, Help Guide with step by step instructions for each module along with our video library, and Settings.
Here are some insights into the Top Navigation Menu.
1. Dashboard – by clicking this link you will return to the New Global Dashboard from whatever screen find yourself on. 2. Projects – takes you to an alphabetical list of your projects. Here you will find how to Add a new project, search your list of projects, filter by Active Projects by Status, or by Estimator/ Project Manager.
3. Contacts – Here you will be able to search contacts, search by trade, add trade types to companies that may not have one assigned, or export your contacts to a CSV file.
4. Accounting – includes approving Sub Billing, Sub SOV’s, Time Cards, field PO’s and Expenses, as well as setting Default Rates, Selecting Notary Options, and quickly finding Accounting Reports. When clicking on Accounting, it will open a new Left-Side Menu with all the accounting features. Click on a feature to take an action. See example below of the new Left-Side Menu: