Key Features of your Workspace
Here are some of the key features of your Workspace. More details on all the features, including how to use them, will be all in your Workspace.
Your Dashboard will be the first page you will see when you log in. From here, you can navigate to get a snapshot of all your projects and billing and go to your information pages, including a shortcut to your Getting Started page. You will find important news and announcements on this page.
My Calendar gives you an overview of your scheduled projects, events, appointments, and tasks. You can choose between different calendar views, select filtering options and set up reminders and notifications.
Your Projects area is where you can view a list of your projects and quickly drill down to an individual project dashboard for detailed information and the status of your project. Your projects area is also where you can quickly create a work request to start a project.
Your Office is the administration area where you can view all your estimates, invoices, payments, and related documents. Here is also where you can access your billing dashboard to see everything associated with your billing all in one place.
Your Files module is where you can view and upload all your files. Your files will be in folders such as shared file folders and project folders.
You can communicate with a messaging system similar to email but contained securely within your Workspace. This system protects the privacy of your messages and helps ensure compliance with HIPPA and other privacy frameworks.
Within your Client pages, you will find the following Workspace pages:
- Your Home page is where you can easily navigate to all areas of your Workspace.
- The Services page is where you can get all the details about our services.
- A Resources page where you can find helpful forms and templates, a project estimator, and a getting started guide.
Easily install on your Android or IOS device, and you can access and use all the features of your Workspace right from your phone. Instructions for installation will be in your Workspace.