Introducing the Home screen on i4T Business Lite

Modified on Fri, 25 Apr at 1:29 PM

This will be your go-to place to check out the pulse of your field operations and also navigate to your jobs, profile, etc. Learn more about what you can do here:

1. New Tile: The 'New' tile displays job requests that need immediate attention.

2. Customers Tile: The 'Customers' tile lets you view and manage all customer details easily.

3. In-Progress Tile: The 'In-Progress' tile helps you track jobs currently underway, ensuring no task is overlooked.

4. Completed Tile: The 'Completed' tile shows all finished jobs, providing a quick overview of what’s been accomplished.

5. Invoiced Section: The 'Invoiced' section shows jobs that have been invoiced, making billing management easier.

6. Cash Flow Section: The 'Cash Flow' section gives a snapshot of your finances, displaying both income and expenses.

7. Recent Activity Section: The 'Recent Activity' section keeps you updated on new jobs, task updates, and any changes that occur.

8. Second Page Features: Swipe to the second page to access tiles like 'Organisations,' 'Follow-Ups,' 'History,' 'Archive,' 'Service Categories,' and 'Leads,' each designed to help manage different parts of the business effectively.