Dashboard Overview

At Flowcarve, we've designed our dashboard to be intuitive, even for new users. We've noticed that our competitors' features and functionalities can be complex, but we've deliberately simplified ours to ensure our partners feel comfortable and empowered.

Here's what you'll find on your dashboard:

Navigation Bar: Located on the left side of the dashboard, the navigation bar allows you to access all phases of your transactions, including service catalog, requests, quotes, jobs, invoices, and employee management.

Transactions: The dashboard breaks down transactions into four phases: Requests, Quotes, Jobs, and Invoices. Click on each phase to view details and summaries of pending transactions.

Monthly Insights: On the right side of the dashboard, view key metrics such as your monthly revenue and total receivables.

Calendar: The calendar on the dashboard displays all your pending and current schedules. A blue dot indicates scheduled assessments, and an orange dot signifies upcoming jobs. You can view your schedule in either a calendar view or a list view.