Project Summary Views
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List View
List View is the primary database view that allows sorting and filtering. (Not available w/Inventory Essential plan)
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Tile View
Grouped by Project Status, Tile View is a quick and easy visual presentation of all projects. (Included with all subscriptions plans. Filters not accessible)
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Billing View
Useful when auditing outstanding balances and contracts that are about to expire. (Not available w/Inventory Essential plan)
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Calendar View
Displays “Stage | Start” dates and “Destage | End” dates. Estimates shown with * and faded color. (Not available w/Inventory Essential plan)
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Map View
Get a visual location based view that uses property address for all your projects. (Not available w/Inventory Essential plan)
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Legacy View
Classic status groups based on Automated Inventory Status. Leads and opportunities will appear in the “New” bucket. (Available on all plans. Filters not accessible)