Customer Web Portal Dashboard

Created by Binita Goswami, Modified on Fri, 22 Nov at 5:45 PM by Binita Goswami

The Customer Portal Dashboard in DreamzCMMS provides a user-friendly interface for managing business interactions and tracking key metrics.

Key Features:

  1. Navigation Buttons:

    • Access to critical modules: Jobs, Quotations, Sales Orders, Invoices, Service Items, and Settings.
  2. Dashboard Overview:

    • Displays job summaries (e.g., Total, Open, Closed).
    • Tracks invoice statuses (e.g., Paid, Unpaid).
  3. Date Filter:

    • Allows users to search data within a specific date range.
  4. Mobile App Integration:

    • Includes a link for downloading the mobile app for managing business operations on the go.

Benefits:

  • Centralized Access: All key modules are accessible from a single interface.
  • Real-Time Tracking: Provides up-to-date insights into jobs and invoices.
  • Mobile Flexibility: Enables users to manage requests anywhere with the app.

This dashboard simplifies customer interactions and enhances visibility into operations.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article