Dashboards: Easily Manage Your Data

Our dashboard gives our clients easy access to manage their field data, email, customer and vendor lists, and more. Each client’s dashboard is customized per form, so the default view for each form displays the most important and relavent for that client.

From their dashboard, clients can:
• Add or edit photos, documents, signatures to emails
• Edit and modify data collected by their field staff
• Export their data as CSV or PDF files
• Filter their data
• Manage their customer and vendor lists
• Send emails

You can view screenshots of our dashboard by clicking on the images below.