First Steps

Set Up Your Profile

Start by personalizing your account.

1. Click your profile icon in the top right
2. Select Profile
3. Update your:
   • Name and photo
   • Phone number
   • Language and timezone
4. Save changes

Your language setting affects the entire interface.

Explore a Customer

Get familiar with customer records. Learn more.

1. Use Search in the top bar
2. Type a customer name or ID
3. Click to open the customer
4. Browse the tabs:
   • Profile — Contact info
   • Analytics — Purchase history
   • Activities — Past visits and calls
   • Orders — Recent transactions

Try the Dashboard tab to see customer-specific widgets.

Check Your Schedule

See what's planned for today. Learn more.

1. Open the Home tab in the sidebar
2. Click Schedule
3. View your activities on the calendar
4. Click any activity to see details

Switch between Day, Week, and Month views.

Review Your Tasks

See what needs your attention. Learn more.

1. In the Home tab, click Tasks
2. Review open tasks assigned to you
3. Click a task to see details
4. Mark tasks complete when done

Tasks can come from colleagues or automated workflows.

Create a Quote

Practice the sales workflow. Learn more.

1. Open a customer
2. Click Create Order or navigate to Quotes
3. Search for parts and add to the quote
4. Review pricing and discounts
5. Save the quote

You can share it with the customer via email or WhatsApp.

Browse a Dashboard

See how dashboards work. Learn more.

1. Click the Dashboards tab in the sidebar
2. Select Sales or Custom
3. Explore the widgets showing KPIs
4. On Custom, try adding or removing widgets

Dashboards update in real-time.

Check Your Inbox

See notifications and exports. Learn more.

1. In the Home tab, click Inbox
2. Review notifications:
   • Task assignments
   • Export completions
   • System alerts
3. Click any notification for details

The badge on the inbox icon shows unread count.