In 9.0, not only are we updating the look-and-feel to bring a new modern style, but we have also reorganized the site to make it easier to find information. Here is an overview to how we approached the reorganization.
When we assessed our software we determine that are there 3 main activities - there are daily actions, reports and settings.
Daily actions are activities like creating customers, viewing the dispatch calendar, creating invoices, scheduling calls, rescheduling calls, merging customers, etc.
Reports are the information you need to run your company and to perform the daily actions. Prior to 9.0 they were organized together, but buried in the Customer tab. In 9.0, we moved this to the forefront.
Settings represent all of the setup activity that needs to be done for software to reflect the needs of your company. Here you will find pages like your repairs, flat rate information, markups/margin settings, ESM equipment, etc.
As a result, we have organized the website so that all of the Actions, Reports and Settings are organized together and visible/accessible from every page on the site.
All Actions are found at the top of every page with the blue Action Button. See the screenshot below.
In the header we provided a "Short Cut" bar that allows you select up to 10 Actions or Reports need most for your day-to-day activities.
All reports can be found on every page on the left hand menu.
All settings can be found on every page on the left hand menu.
Remaining Header Buttons
Remaining Left Menu Options
Home Page Sections