Modules are distinct sections within the system that allow you to manage different aspects of your business, such as Sales, Production, Accounting, and more. Each Module is designed to organize related tools and workflows in one place, making it easier to complete tasks and access important information. Navigation to these areas is controlled by user permissions, so team members will only see the Modules they are authorized to use.
Table of Contents
Available Modules
Modules are available from the left sidebar on any screen. The sidebar can be expanded or collapsed to show or hide the module list. Which modules appear is controlled by your user permissions.
The main modules in EVO are:
- Dashboard – Your starting view for quick access to recent activity.
- Boards – Visual workflow boards for tracking Orders, Estimates, and Line Items.
- Sales – Create and manage Contacts, Companies, Estimates, and Orders.
- CRM – Manage leads and the lead pipeline.
- Purchasing – Create and manage Purchase Orders and vendor-related activity.
- Accounting – Manage payments, reconciliation, and financial data.
- Reports – Run and view reports.
Settings is not in the sidebar. To open Settings, use the Settings or All Settings link in the top navigation bar.
Dashboard
The Dashboard is the default landing view when you sign in. It gives you a quick overview of recent activity and can include widgets that you add or customize.
On the Dashboard you will see:
a. A Dashboard option and a Sales Monitor option for switching between dashboard views.
b. A Recently Modified Orders section with links to recent Orders.
c. A Recently Modified Estimates section with links to recent Estimates.
Boards
Boards provide a visual way to track the status of Orders, Estimates, Line Items, and Destinations as they move through your workflow. From the Boards module you can open different boards, each with a name, description, and type such as Order, Order Item, Estimate Item, or Order Destination.
On the Boards screen you will see:
a. A search box to find boards.
b. A list of boards with columns for Name, Description, and Type.
c. A Show Filter Menu option to filter the board list.
Sales
The Sales module is the central area for sales-related work. Click Sales in the sidebar to expand it and access the following:
a. Contacts – Manage individual contacts; you can also create a new Contact from here.
b. Companies – Manage companies; you can also create a new Company from here.
c. Estimates – Create and manage Estimates.
d. Orders – Create and manage Orders.
e. Scheduling – View and manage calendars and scheduling.
CRM
The CRM module is used for lead management. Click CRM in the sidebar to expand it.
a. Lead Pipeline – View and manage leads. The Lead Pipeline screen shows lead counts by stage (for example, New Leads, Needs Follow-up, At Risk) and allows you to search and work with leads.
Purchasing
The Purchasing module provides tools to create and manage Purchase Orders, work with vendors, and manage purchasing-related activity. Click Purchasing in the sidebar to expand it and view the available options.
Accounting
The Accounting module is where you manage financial transactions, including entering and reviewing Payments, reconciliation, and other accounting tasks. Click Accounting in the sidebar to expand it and access the accounting options available to your role.
Reports
The Reports module gives you access to run and view reports. Click Reports in the sidebar to open the Reports area where you can select and run the reports your role has permission to use.
Settings
The Settings module is where administrators configure system-wide options and defaults. Access it from the top navigation bar by clicking Settings or All Settings.
On the Settings page you will see:
a. A search box to find settings quickly.
b. Category buttons such as My Business, Accounting, Sales, Purchasing, Components, Workflow, System, Report & Documents, AI, and API.
c. Under each category, links to specific settings such as Business Settings, Employees, Teams, Accounting Options, CRM Options, Company Options, Materials, Labors, Machines, and many more. The options you see depend on your permissions and what is enabled for your business.