Dashboard Guide
Learn how to navigate your dashboard and manage your fencing business.
Dashboard Overview
Your dashboard is the central hub for managing projects, viewing analytics, and accessing all platform features.
Projects
View and manage all your estimates and projects
Materials
Manage your materials catalog and pricing
Team
Invite team members and manage permissions
Analytics
Track revenue and business performance
Managing Projects
Projects move through different stages as you work with customers. You can update the status to track progress.
Quoted
Estimate sent to customer, awaiting response
Scheduled
Customer approved, installation date set
In Progress
Installation work is underway
Completed
Project finished, ready for final payment
Project Details
Click on any project to view its full details. From there you can:
- • View customer contact information and property address
- • See the estimate breakdown with materials and pricing
- • Generate contracts for approved estimates
- • Update the project status
- • Add notes about the project