This section introduces the main components of our application interface, helping you navigate and utilize its features efficiently.
1. Main Navigation Menu (Left Sidebar)
The left sidebar is your primary navigation tool, giving you access to all major areas of the application:
| Module | Description | Notes |
|---|---|---|
| Home | Customize your homepage by adding widgets for quick access to key information. | |
| Flows | Manage and automate workflows to streamline your business processes. | May not be available based on your access |
| Form Packages | Create and manage custom forms for data collection. | May not be available based on your access |
| HR | Oversee and manage your crew members and human resources. | |
| CRM | Handle customer relationships and track client interactions. | |
| Workspace | Organize job orders and manage scheduling. | |
| Operation | Track timesheets and oversee operational tasks. | |
| Messages | Communicate with your workforce via the built-in messaging system. | |
| Accounting | Manage invoices and financial transactions. | |
| Payroll | Oversee payroll processes and payments. | |
| Reports | Generate and view reports for different areas of your business. | |
| Data Exchange | Import data into the system for seamless integration. | |
| Settings | Configure company settings, manage locations, permissions, admin users, code tables, and access the app marketplace. |
2. System Tray (Right Sidebar)
The right sidebar provides quick access to essential tools and system-wide functions:
Task Management: View and manage your tasks from anywhere in the application.
System Integration Icons: Instantly access integrations you have enabled.
Crew Pilot (NextCrew AI Assistant): Get help and recommendations from the built-in AI assistant.
Help Icon: Access online help topics and support resources.
3. Area Overviews & Dashboards
Each main area includes an Overview menu item where you can:
Add dashboards and widgets to monitor key performance indicators (KPIs).
View real-time data to support data-driven decision-making.
4. Configurable Lists & Views
Lists throughout the application are highly customizable:
Create Custom Views: Tailor list views to your specific needs and share them with your team.
Drag-and-Drop Columns: Easily rearrange columns to suit your workflow.
Group and Sort: Organize data by grouping and sorting columns for better analysis.
See how to use lists and views
5. Ellipses Menu (⋯)
Whenever you see an ellipses icon (⋯), additional functions and options are available. Click the icon to access context-specific actions related to that item or area.
Tip: This layout is designed to help you work efficiently and access the tools you need with minimal effort. Explore each area to discover how you can customize your experience!