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


Primary areas
  • Jobs (List & Details)
The Jobs list is where dispatchers and administrators view job pipelines (New, Scheduled, In Progress, Completed). From a job you can view details, update status, add notes and photos, and perform billing actions.

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.


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