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[Coming March 3th, 2017] New Tabs

Posted by Isadora Dalpiaz on Mar 2, 2017 12:07:53 PM

What's New?

We are excited to announce the new Tabs in the Dashboard; facilitating searches and organizing jobs, customers, estimates and invoices information. We always pay attention to the feedback of our clients, and with that im mind we are making changes to better suit your needs.   

Overview

The new Tabs are located on the left side of your Dashboard, the old Logbook was replaced by the Jobs Tab, and we added new tabs like Customer, Estimates and Invoices. This change was made to facilitate the navigation and collecting data inside the Dashboard. 

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Jobs - Search Bar

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The new Search Bar located on the top right corner of the Dashboard will allow the dispatcher to quickly find information from any column (Id; Job Name; Participants; Customer; Created At; Job On; Job Status and Invoice Status).

Jobs - Filters

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Inside the Job Tab, you're gonna be able to apply filters to find specific information without the need to search in the Scheduler Tab. Select between Job Name, Customer Name, Participansts, Job Created Between, Jobs Starts Between, Status and Invoice Status. This feature will not only make your work easier, it will save you time and organize all the information from every job. 

Jobs - Export

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Need a file with all your jobs and information? No problem, just export all your jobs data and if necessary apply filters to better suit your needs. 

Customer - Info

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With the same layout as the Job Info Tab, now we introduce the Customer Info Tab. All the information from each customer will be centrilized and easy to find and edit. Besides that, you can check the jobs that you did for that custyomer, estimates and invoices.

A new feature is the Custom Fields for the Customer Tab. In this page you'll be able to create new fields that you want to add for that specific customer. All the extra information will be save in the Cutomer Info page.

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Estimates - Search Bar

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Using the Search Bar you easily find any information related to the Estimates, no hassle.

Estimates - Filters 

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Inside the Estimates Tab, you're gonna be able to apply filters to find specific information without the need to search in the Scheduler Tab. Select between Estimate Number, Job Name, Customer Name, Price, Created Between, Expires Between, and Status.

Estimates - Export

exportestimates.jpg

Need a file with all your estimates information? No problem, just export all your estimates data and if necessary apply filters to better suit your needs.  

Invoices - Filters 

filterinvoices.jpg

Inside the InvoicesTab, you're gonna be able to apply filters to find specific information without the need to search in the Scheduler Tab. Select between InvoiceNumber, Job Name, Customer Name, Amount Total, Created Between, Expires Between and Status.

Export Invoices

exportinvoices.jpg

Need a file with all your invoices information? No problem, just export all your invoices data and if necessary apply filters to better suit your needs.  

 

If you have questions or suggestions, just leave a comment or contact our awesome support team by email, phone or through our Live Chat. 

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Topics: Product Update