Portal Dashboard

The dashboard is the first screen clients see after authenticating. It provides a summary of recent activity and highlights items that need attention.

Overview

The dashboard displays:

• Pending Estimates — estimates awaiting the client's review and signature
• Outstanding Invoices — invoices that have not yet been paid
• Open Tickets — active support tickets with their current status
• Recent Activity — a timeline of recent events across all portal features

Pending Items

Pending items are highlighted at the top of the dashboard so clients can quickly see what requires action. Each pending item links directly to the relevant detail page:

Navigation

From the dashboard, clients can navigate to:

• Estimates — full list of all estimates
• Invoices — full list of all invoices
• Tickets — full list of support tickets with option to create new ones