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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Add a Dashboard Widget

Add a Dashboard Widget

Open the home dashboard. Wait for the dashboard to load. Click Add Widget to open the widget sheet.

Watch the demo (12 seconds)

Read transcript · Download captions

Overview

Open the home dashboard. Wait for the dashboard to load. Click Add Widget to open the widget sheet. Wait for the widget sheet to slide in.

Steps: 6 · Time to complete: ~12 seconds · Difficulty: medium

Prerequisites

  • Access to the Add a Dashboard Widget feature.

Steps

Step 1 — Navigate to / · 0:00

Open the home dashboard.

Step 1: Open the home dashboard.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="Add Widget"] · 0:02

Wait for the dashboard to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: dashboard_before_add_widget · 0:00

Screenshot: dashboard_before_add_widget.

Screenshot: dashboard_before_add_widget

▶ Watch this step

Step 4 — Click role=button[name="Add Widget"] · 0:04

Click Add Widget to open the widget sheet.

Click 'Add Widget' to open sheet

▶ Watch this step · Try it →

Step 5 — Pause 600ms · 0:08

Wait for the widget sheet to slide in.

▶ Watch this step

Step 6 — Screenshot: dashboard_widget_sheet_open · 0:00

Screenshot: dashboard_widget_sheet_open.

▶ Watch this step

Expected outcome

Wait for the widget sheet to slide in.

Assets

  • 📹 Full video — 12 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Dashboards That Belong to You
Today we're rolling out customizable home dashboards. Open the widget sheet, pick what matters, and the home screen finally reflects how you actually work.
Read the post →