Finding your way around the workspace

What it is for

The left navigation follows an estate from first contact to house handover: Overview, Prospects, Quote & Agreement, Run Estate, Publish & Market, Sales & Reconciliation, Settlement & Handover, Contacts, History, Help and Settings.

What you enter

Choose a section. Sections you are not permitted to use are hidden; nothing is unlocked by navigating to a URL.

What you get

The section's page, with a context bar for the selected estate when one is selected.

Example

An estimator opens Prospects to add a lead, then Quote & Agreement to run the walkthrough. A crew lead sees Run Estate for assigned rooms only.

Common problems and how to recover

A section you expected is missing.

Your role in this organization does not include it. Ask an owner or manager to adjust your role; roles are changed in Settings → Members and are audited.

Who can use it

Visible sections depend on your organization role and estate assignments.