What it's forStart each day here. It brings together what needs attention across the inbox, work orders, approvals and your portfolio.
Who it's forEvery member of a firm's team, whatever their persona.
Step by step
- Step 1: Do this nextThe top card suggests the next most important thing. It says You're all caught up when there's nothing waiting.
- Step 2: FiguresCards such as Emails to do, Urgent emails, Open work orders, Overdue work orders, Approvals waiting and Levy arrears open the matching filtered list.
- Step 3: Arrange it your wayWidgets (Needs your attention, Today, Outstanding tasks, Buildings, Quick create, Maintenance, Your portfolio) can be hidden and moved. Reset puts them back.
- Step 4: Quick createUse Create case, Schedule or Add asset to start common tasks without leaving the page.
Tips
- Administrators see a setup checklist here until the firm is set up.
Previous and next follow the Start here section.