My Workboard

Workboard provides a quick view of the upcoming events assigned to you in the business. Also, it provides functionality to quickly add things into the business like customers, opportunities, quotes, etc. Workboard is specifically designed to provide the user with a robust view of upcoming tasks they need to perform and help increase efficiency.

My Day (Calendar)

This shows a list of upcoming events for today assigned to you. This includes services, meetings, action items (with due dates), opportunities, and purchase orders.

Upcoming Opportunities

This is the list of upcoming opportunities assigned to you based on the forecast date. This list shows up to 10 upcoming opportunities.

Upcoming Services (Quotes)

This is the list of upcoming services in Quotes assigned to you based on their start date. This list shows up to 10 upcoming services in Quotes.

Upcoming Services (Job)

This is the list of upcoming services in Jobs assigned to you based on their start date. This list shows up to 10 upcoming services in Jobs.