When you first log in, you will see the Dashboard with key metrics: today's sales, open work orders, vehicles in shop, reminders, recent invoices, low stock items, and today's schedule.
The sidebar on the left provides navigation to all modules. The top bar has a search box for quickly finding invoices, customers, or products.
Key areas
- Customer Management: customer records, vehicles, groups, leads, sales pipeline, consultations
- Point of Sale: invoicing, estimates, payments, accounts receivable, financing, and the full inventory catalog (products, stock, vendors, purchase orders, physical count, serial lookup, packages, vendor receivables, defective inventory)
- Service: work orders, the job board, service bays, vehicles, installation calendar
- Communications: unified inbox for SMS, email, Messenger, Instagram, and internal notes
- Reputation: reviews, private feedback, review requests, the public reviews widget
- Team Hub: internal chat, tasks, announcements
- Wholesale: dealer accounts, dealer invoices, statements (separate from retail)
- Insights: every report in the platform, grouped by category
Settings is a separate hub (not a module) where the owner and managers configure company profile, branding, invoicing, security, integrations, and per-module behavior.
Your available areas depend on which modules your shop has activated.