This article is designed to provide a guide on how to navigate and utilise the Service Manager Home Screen effectively. Mastering its use can significantly enhance your business efficiency and productivity.
Getting started with the home screen
The home screen is the first screen displayed after logging in. As default the first window to be displayed is My Tasks.
At the top of all window is the Navigation Bar.
The Navigation Bar
Toggle Filters
Toggle Current View
Leads
Customers
Scheduling
Manifesting
Invoices
Stock
Reports
Adminstration
Current Week
My Tasks