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How do I navigate the Fieldsity web dashboard?

Guide to the sidebar sections: Home, Calendar, Clients, Jobs, Estimates, Invoices, Inbox, Analytics, and Settings.

T
Written by Taj Shahrani
Updated yesterday

The left sidebar contains:

  • Home — Today's schedule, quick stats, shortcuts

  • Calendar — Day/week/month/timeline views, drag-and-drop rescheduling

  • Clients — Client database with details, properties, job history, billing

  • Jobs — All service records, filterable by status/client/date

  • Estimates — Create, send, and track estimates

  • Invoices — Create, send, and track invoices and payments

  • Inbox — Notifications about jobs, payments, and team activity

  • Analytics — Revenue, visits, and team performance (Pro plan)

  • Settings — Company profile, team, pricebooks, tax rates, billing, integrations

Use the Create New button in the sidebar to quickly create clients, estimates, jobs, or invoices.

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