Getting Started
Navigating the platform
The admin workspace uses a clear side menu grouped by area, with live badges that highlight items needing attention.
Where to access
The side menu is always available in the admin workspace. Field technicians use a streamlined mobile layout instead.
Related
How it works
- Use the side menu to move between areas: routes, work, reports, clients, billing, marketing, team, tools and settings.
- Watch the badges next to menu items: they show counts of open issues, pending requests, shopping items and more.
- Open any area to load it in the main workspace while keeping your place in the menu.
- Use global search to jump directly to a feature or record.
Tips
- Badges are a fast daily triage tool: clear the red counts and you have handled the urgent work.
- The menu is grouped by the way pool companies work, so related tools live together.