When you log in to BeanRails, you'll land on the main dashboard. Here's a quick orientation.
Navigation Menu
| Menu Item | What it does |
|---|---|
| Contacts | Manage your clients and work sites |
| Quotations | Create and track quotes |
| Invoices | Billing and payment tracking |
| Works | All your works — scheduled, in progress, completed |
| Fleet | Vehicles and vehicle supplies |
| Logs | Activity history across your account |
| Settings | Account, team, and system configuration |
Dashboard Widgets
The dashboard shows you a snapshot of:
- Works scheduled today
- Works in progress
- Pending invoices
- Recent activity
Quick Actions
Use the + New button in the top bar to quickly create a new Contact, Quotation, Invoice, or Work without navigating through the menu.