Power Search Dashboard
Using the power search dashboard you can find lookup everything in the system using a simple search string.
Search by customer name, phone number, address, estimator, secondary contact.
Even when you only have partial information the system will find all matching customers, appointments, estimates, and jobs.
This dashboard allows an estimator to see all of their upcoming appointments and jobs for the coming weeks
They can click to see a map of the appointment location, or click the phone number to dial the customer direclty.
Utility Markings Dashboard
This dashboard provides a quick view of all upcoming jobs that need utility markings.
Users can work directly from this screen entering utility markings information for the job.
This dashboard provides a quick view of all upcoming jobs that need permits.
Users can work directly from this screen entering permit information for the job.