We've made significant improvements to how you navigate around our platform. Now, enjoy a more simple and streamlined experience with features like dedicated Project Search and a reorganized Dashboards menu, all accessible on any device.
Revamped Top Navbar
The top navigation bar has undergone a comprehensive redesign, prioritizing Project Search and navigation while enhancing the visibility of Dashboards and Workspace-wide features.
Enhanced Project Search
In our new top navbar created a dedicated Project Search feature where you can easily search to find and navigate to your Projects by simply searching the Project Name or address.
Simply enter a project name or address to quickly locate and navigate to the project you need. This is a game-changer for users managing a multitude of projects.
Streamlined Dashboards Menu
We've also optimized the Dashboards dropdown menu for improved organization. Now, your dashboard views are categorized by Stage (e.g., Leads, Active Projects) and by Feature (e.g., Analysis, Estimating & Accounting) for a more intuitive experience.
- By Stage:This section showcases dashboards categorized by project stages like Leads, Active Projects, Portfolio or Archive.
- By Feature:This section features dashboards grouped by functionalities like Analysis, Estimating & Accounting, reflecting data from Analyzers, Estimator & Expense Tracker.
Workspace Icons at Your Fingertips
Your frequently used Workspace features are now consolidated into convenient icons in the top right corner. This includes access to Companies/Contacts, Calendar, Material Catalog, Workspace Activity, and Settings.
Dedicated Workspace Settings Menu
We created a new Workspace Settings menu where you can find all of your Workspace settings for managing your Company Profile and Users, alongside your Default Settings and Templates for the Analysis & Estimating features.
Personal Account Settings Manu
The User avatar dropdown menu now exclusively handles your personal Account settings. Manage your Profile, email preferences, and password with ease.
We believe these navigation enhancements will significantly improve your workflow and overall experience on our platform. Dive in and explore the new layout – we're confident you'll love it!