Getting Started with Customer Web Portal

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.

Here is a reference video: