Starter Kit: Desktop View

Gary Hawton

Last Update 6 maanden geleden

(0:10 - 0:32)This is an overview of the version 24 desktop version. So what you'll see here are different screens which mimic the ones that are on your phone, but the nice thing is they're all here in one place and it makes it very easy for you to view everything in kind of a dashboard situation. So you'll notice I have all of my properties.(0:33 - 0:42)I have any reports that have been, you know, completed or not completed. I have schedules that I've set up. I can plot my properties here on a map.(0:42 - 1:09)And if I've been entering in items to invoice, those will appear here. You can do edits right from this screen by clicking the little edit icon. So if you wanted to edit the Armstrongs, you would just click the little edit and that would take you straight here into edit view where you can do whatever you need to as far as, you know, your different areas, security info, your notes area, your reports, et cetera.(1:11 - 2:28)On this dashboard view, you also have the ability to look at things that are entirely customer-specific. By just clicking on, let's say, a property like the browers, this will now limit your view for all of your items so that you only see everything related to browers. So what reports are out there, what schedule is out there, if there's any billable items, et cetera. Click on it again to turn it off and now it brings everything back. If I click on Revis, you'll see now it has just filtered all of my views to show Revis as well as their property location. So this makes it very handy. So this makes it very simple to just go in and manage everything right here on a single screen. You do have this menu area here on the side that you can open with the three dashes and open and close that allows you to get to any of the specific items that you need to. These are all the top four. Also are the ones that show up on your phone screen on the bottom and the ones below that are the ones that show up in your phone under the menu section. So you can pop back and forth to those different items as necessary. That's it. The desktop view is relatively simple. If you have any questions, please reach out anytime. Thank you.

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