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  1. Selecting a page from the left hand menu will change your current page to the selected

  2. Holding Ctrl and selecting a page will open that page in a new Tab

    1. You can have a maximum of eight Tabs open at any one time

  3. Contacts, Vehicles/Services and Settings will expand to show sub-menu items that can be navigated to in the same way.

  4. Clicking on the User Icon will allow you to edit the General Settings providing you have the correct permissions to do so.

  5. Clicking on the three lines in the top menu will show / hide the left hand menu

    Allowing for full screen display of the main viewing area

The page tree can be found in the top left of the main viewing area and will show the path to the current page.

Clicking on a previous page of the tree (text highlighted in Blue ) will return you to that page

  1. Clicking on the Magnifying Glass icon will open a Quick Search modal allowing you to enter a Job/Quote No., a WebBooking Id or a Trip No.

    1. When you click on the Search button it will instantly take you to the selected record.

  2. The Bell icon will have a small red dot at the top if you have unread notifications, clicking on it will show your notifications.

  3. The Arrow icon will log you out of your current session (Note: any Tabs that you have open will still show but will not allow any changes to be saved until you log back in)

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