7.22.2019

When using a larger screen, Home and Customers are neatly centered at the top. Find Home and Customers within the ‘stacked’ menu (upper left corner) on smaller devices. ‘Create +’ has been condensed to a ‘+’ next to the Search icon on all screen sizes. Click or tap your company name in the upper left corner to display a new menu featuring General and Company tools like Reports, Calendar, Tasks, and Inventory. Additionally, with the applicable Permission settings, you would find Administrative tools to add new Users or adjust Company Settings. ‘Human Resources’ has been changed to ‘Users & Permissions’.

The temporary Home page has been replaced with a left-hand nav including Tabs determined by the User’s Role(s). New cards displaying the total number of Appointments, Work Orders, and Tasks assigned to the User are now visible on the Home Dashboard along with set of ‘Today’ cards displaying the same information only for ‘Today’.

You can now set Notifications on the User’s record under Users & Permissions.

You will notice that the menus and search options have a new and improved look and feel for better usability.