Dashboard

The Dashboard is the first page that is viewed after signing into Remodel Cloud. The objective of the dashboard is to offer the user quick access to the most recently active jobs as well as remind you of your open sales leads.

Active Jobs

This is a list of the jobs and customers that have been recently viewed and updated. Use this list to quickly go to the jobs you are actively working on.


Weather

This section displays the current weather conditions for your city. Your city is identified in the "Company Setup" under the "Setup" menu item.


Open Sales Leads

A list of sales leads ("jobs") that have a status of "Open". This list is sorted, starting with the oldest. This list helps to identify those customers in the sales process and ensures that no customer is left behind.


Loading...