The home page for each area has a list screen which has been cleverly designed so you can easily:
- View any existing item by clicking on the item.
- Check on the status of your items (where applicable).
- Create a new item by selecting the add new plus button.
- Search for an item (pull list down for mobile search bar).
- Create filters by clicking on the filter button at the top right.
- Export your items by clicking on the export button at top right.
- The “B” icon shows the item has been billed.
- Easily identify the status of Items such as invoices and quotes.
- Click the 3 horizontal green dots on the item row on the web or swipe left on your mobile, options will appear (functionality depends on which list you’re using).
- From the invoices list see a snapshot of key metrics displaying the status’ of your invoices.
