Dashboard & Navigation
Purpose {#purpose}
The dashboard is your entry point after sign-in — today and urgent: attention items, key metrics, and shortcuts. Period analytics live under Reports.
Navigation: Sidebar Dashboard → /app
On phone / PWA the dashboard is the Home tab in the bottom navigation.
Dashboard overview {#dashboard-overview}
After sign-in you land on /app. Layout:
- Jump strip — compact chips to modules
- KPI strip — numbers at a glance
- Workboard — side by side on desktop / stacked on phone: Needs attention and Coming up
- Optional at the bottom: First steps (until Got it)
Use Customize to show/hide sections (saved per user).
Link to the full manual: /docs or avatar menu → User manual.
KPI tiles {#kpi-tiles}
| Tile | Meaning | Target |
|---|---|---|
| Inquiries & quotes | Orders in status Inquiry or Quote | Orders pipeline |
| Confirmed & active | Confirmed and Active | Orders pipeline |
| Review logistics | Orders with open logistics action | Logistics board |
| Workshop | Open tickets and overdue inspections | Workshop |
Without workshop permission, Rental requests (incoming partner requests) may replace Workshop.
Needs attention {#needs-attention}
Prioritized action queue, for example:
- Logistics missing / damaged, return pending, or to pack
- Incoming rental requests (partners)
- Stale inquiries/quotes (> 14 days)
- Open crew assignment replies for you
Each entry links to the order, rental request, or My assignments.
Coming up {#coming-up}
Confirmed/active jobs whose rental start or end falls in the next 48 hours — with links to the order or calendar.
Sidebar navigation {#sidebar-navigation}
The left sidebar contains all main areas. Visible entries depend on your permissions — see Organization & Permissions.
Organization (submenu) {#organization-submenu}
Under Organization you reach:
| Entry | Path |
|---|---|
| Master data |
/app/organization/stammdaten |
| Users |
/app/organization/access |
| Data & image import |
/app/organization/import |
| PDF & templates |
/app/organization/pdf |
| Partners & rental requests |
/app/organization/partners |
| Audit log |
/app/organization/audit |
| Privacy & export |
/app/organization/data-privacy |
Header {#header}
| Element | Function |
|---|---|
| Global search | Quick search across orders, customers, inventory — see Reports & Search |
| Notifications |
Bell → /app/notifications |
| Avatar menu | Account, status, manual, sign out |
Notification inbox {#notification-inbox}
Navigation: Bell or /app/notifications
System messages collect here:
- Order status changed
- Logistics progress
- Workshop ticket assigned
- Crew request answered
- Inspection due
Notifications can be marked as read. Email/push settings: notifications.
First steps (welcome guide) {#first-steps-welcome-guide}
New users see an info box with a checklist (below the action areas):
- Bookmark the tenant URL
- Set a password (optional)
- Maintain master data
- Invite the team
- Set up 2FA (if required)
Got it hides the box permanently. The manual at /docs remains the detailed reference.
Last updated: September 2026