A quick tour of your dashboard
A two-minute look at where everything lives in your BuildMyService App.
Your dashboard is the home screen of your BuildMyService App, and it is simpler than it looks. Almost everything you do day to day lives in four places: your inbox, your pipeline, your calendar and your contacts. This quick tour shows you where each one is so you can find your way around in a couple of minutes.
Follow these steps:
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1Log in to the BuildMyService App. You land on your dashboard, the home screen for everything.
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2Open Conversations. This is your inbox, where every lead from your website, Facebook, Instagram, SMS and email arrives in one place.
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3Open your pipeline to see where each job stands: New, Quoted, Booked, Completed.
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4Open the Calendar to see your bookings and your availability.
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5Open Contacts to find any customer and their full history with you.