Dashboard controls

Open a Certificate from the dashboard
The engineer can open a certificate from the dashboard the same way they are opened from the main admin screen by clicking the lick as shown in the imag...
Fri, 16 Aug, 2019 at 10:24 AM
New certificate
If permissions allow, the engineer can create new certificates from their own dashboard. They will see the New certificate button if they have the abili...
Fri, 16 Aug, 2019 at 10:27 AM
Dashboard certificate card
Click the   i   icon next to a certificate/report The dashboard card is similar to the main admin card but without certain controls. It is to pr...
Mon, 11 Jun, 2018 at 11:42 AM
Dashboard card notes
Each certificate/report card has a section to enter notes about the job. Admin can enter notes to instruct the engineer and engineers can also add their...
Mon, 11 Jun, 2018 at 11:48 AM
New client from dashboard
New client from dashboard If permissions allow, the engineer can create new Clients from their own dashboard. They will see the New client button if they ...
Fri, 16 Aug, 2019 at 10:35 AM
New installation from Dashboard
New installation from dashboard If permissions allow, the engineer can create new Installations from their own dashboard. They will see the New installati...
Fri, 16 Aug, 2019 at 10:38 AM