The Dashboard Screen

This screen shows you your recent Drafts, Quotes, and Orders.

From this screen you can create a New Order, New Quote, or Add a Customer.

Tips:

• Drafts are saved per device.
• Quotes and Orders will be visible on this list if they have been updated in the last 30 days.
• Use the Find More button at the bottom of a column to show more drafts, open quotes, or open orders.