Table of Contents
MODULES OVERVIEWMODULES OVERVIEW
Modules are areas within the system where you can manage the different aspects of your business. Based on individual permissions, users can navigate to the various modules using the Module Dropdown Menu.
 | The Sales Module is the key module for your sales department and allows you to create and manage customers, generate estimates and invoices, and receive payments. The Production Module manages the workflow of your production department. This module allows you to quickly see and update product statuses as they move through the workflow in your boards. The Accounting Module provides a place to manage payments and credit memos, sync your financial data, and run reconciliation reports (similar to a daily closeout procedure), as well as other accounting reports. The Purchasing Module gives you the ability to create and manage purchase orders, vendors, and catalogs. The Reporting Module lets you review real-time reports that are key to managing your business. The Management Module is where all settings that govern your employees, teams, and products are found. The Customer Portal is a platform built for customers to sign in and view proofs, approve estimates, request bids, pay invoices, etc., from any device at any time that is convenient for them. The My Profile Module is where each employee can update personal information that was added when their user account was created. The Settings Module is where administrators or owners can find most of the features needed to set up the system properly. |
DASHBOARDS
Dashboards are found in the Sales, Production, Accounting, Purchasing, and Management modules. You can add a variety of widgets to quickly review specific data as well as click, drag, and expand the widgets to customize the view.
SALES
 | From the Sales module, you can access: A. Customers – The contacts and companies who have hired or may hire you.
B. Payments – Where you can enter and review your customers’ payments. C. Quick Price – Enter the cost of products and services without entering a customer. D. Estimates – Create or edit the initial project price and scope which can be converted to an order later. E. Orders – Create or edit the official project cost and scope that the customer has agreed to. F. Boards – Boards can track the status of line items, orders, estimates, and destination types.
G. Products – Use Quick Products as specific variations of assemblies or frequently used combinations of components.
|
PRODUCTION
 | From the Production module, you can access: B. Production-related Settings such as:
|
ACCOUNTING
 | From the Accounting module, you can access: A. Boards – Boards can be used to track customer payment status. B. Payments – Where you can enter and review your customers’ payments. C. Credit Memos – This allows you to document overpayments. D. Reconciliation & Sync – Where you can review your reconciliations. E. Accounting-related Settings such as:
|
PURCHASING
 | From the Purchasing module, you can access: A. Boards – You can use boards to track the progress of vended orders. B. Vendors – Add third-party businesses that you order materials or services from. C. Vendor Catalogs – Set up vendor catalogs that will be used to populate catalog items. D. Vendor Catalog Items – The individual items which can be linked to materials in your system and are associated with specific catalogs. E. Purchase Orders – Review purchase orders created in your system. F. Purchase-related Settings
|
REPORTING
 | From the Reporting module, you can access: Includes any reports you’ve selected to generate from the Settings Module. |
MANAGEMENT
 | From the Management module, you can access: A. Employees & Teams – Create employee and team profiles with details, connectors, and locations. This is where you can update employee permissions, access details, and notifications.
B. Boards – You can review management-level boards here.
C. Products – You can create Quick Products for specific variations of assemblies or frequently used components.
Note: Items can be preset to a specific company, size, etc. |
CUSTOMER PORTAL
 | In the Customer Portal, under Select Portal, your employees can select a specific customer portal to view, allowing them to view it as a customer would see it, which can be useful when helping customers troubleshoot issues in their portal. From here your employees and customers can access features such as: A. Action Required – Orders or items that need your attention, (e.g. approvals or payments). B. Open Orders – Review a list of orders in progress. C. Open Estimates – Review a list of estimates in progress. D. Make a Payment – This is only available if you're using integrated payments. E. History
F. My Profile – End customer's profile information. Note: You can also sign out of your system from this module. |
MY PROFILE
 | From the My Profile module, you can access: A. Your own profile page – You can update information added when your account was created. B. Time Tracking – Review the time entries recorded each time you clock in and out. C. Messages & Notifications – Send and review internal and external messages within the system. D. Manage Notifications – Set up the alerts you want to receive when various actions are performed within the system. E. Files – Store important documents like HR forms, receipts, image files, etc. F. Calendars – G. My Training – Access your personalized training page. |
SETTINGS
| From the Settings module, you can set up or customize most of the features that you need to run your system. |
 | A. All Settings – This is your settings main page. B. Settings Search – Save time by entering terms to find the settings you need.
D. API
E. Automations
F. Boards
G. Components
H. Custom Fields
I. Customer Portals
| J. File Management
L. My Business
M. Notifications
N. Purchasing
O. Reports & Documents
P. Sales
Q. System
R. Widgets S. Workflow
|