Understanding the Dashboard

When you log in, you’ll see:

• Quote Summary – View recent and pending quotes.

• Bookings Overview – Check upcoming and completed jobs.

• Customer Activity – See new customer interactions at a glance.

Located on the left-hand side, the menu provides quick access to:

• Quotes – Create and manage quotes.

• Bookings – Schedule, edit, and track jobs.

• Customers – Manage client details and history.

• Settings – Adjust business configurations and user permissions.

Use the top bar to:

• Create a New Quote – Instantly generate a customer quote.

• Add a New Booking – Schedule a job in just a few clicks.

• Search Bar – Quickly find customers, quotes, or bookings.

✅ With these tools, you can efficiently manage your removals business from one place.

Need help? Visit our Support Page.