Client Dashboard
The dashboard is the first page you see after logging in. It gives you a quick snapshot of your account status.
What You See
| Section | Description |
|---|---|
| Active Projects | Count and list of your ongoing projects |
| Pending Invoices | Invoices awaiting payment |
| Pending Proposals | Proposals waiting for your response |
| Pending Contracts | Contracts awaiting your signature |
| Recent Activity | Latest updates on your projects |
Quick Actions
From the dashboard you can click directly on any summary card to jump to the full list:
- Click Pending Invoices to go straight to your invoice list.
- Click Pending Proposals to review proposals awaiting your decision.
- Click Pending Contracts to sign any outstanding contracts.
Notifications
The bell icon in the top navigation shows unread notifications (e.g. new invoice, updated project). Click it to view the list and click any item to navigate to the relevant record.
Chat
The chat icon in the navigation gives you quick access to messages from the service team. A badge shows unread message count.