Navigation & UI
This article provides a short tour of the primary application areas and how ot access common features.
Jeremy Mckinney
Last Update 4 bulan yang lalu
- Jobs (List & Details)
Jobs Map
- The Jobs Map is accessible at /maps/jobs or from the “Jobs Map” link in the sidebar navigation. The map provides cluster visualization, filtering, and live technician locations.
Job Details Drawer
- Clicking a job marker on the map opens a details drawer with quick actions, such as: open full job details, navigate to the customer, or call/text the customer. Use the drawer for fast dispatch decisions without leaving the map.
Clients / Contacts
- Client profiles hold contact details, history, and linked jobs/estimates.
Scheduling / Calendar
- Use the calendar or scheduling UI to assign jobs to technicians, view availability, and resolve scheduling conflicts.
Settings & Integrations
- Admin settings contain tenant configuration, integrations (Mapbox, push notifications), and security-related options.
Quick tips
- Use status filters to focus the Jobs list or the Jobs Map on specific job states.
- Use the map filters (date range, technician) to narrow down visible jobs for routing and planning.
- For dispatching from the map, expand job clusters and use the job drawer quick actions for immediate contact or navigation.
Where to find help
If a control is not visible, check your role permissions or contact your tenant administrator.
