Dashboard
Real-time snapshots of your business health, KPIs, and daily summaries.
10 articles
Basics
Understanding the basics of your WIZniche dashboard on Web
Dashboard: Understanding the Dashboard ViewsLearn how to switch between financial insights and daily operational views on your dashboard.
Dashboard: How to Create New Work ItemsHow to instantly start new assessments, deals, quotes, jobs, invoice, customer & property from the sidebar menu.
Dashboard: Managing Your Profile and SettingsHow to access your user settings, timesheets, and company configurations.
Dashboard: Using Global SearchHow to find specific records like customers or invoices instantly.
Dashboard: Using the Message CenterHow to view and reply to customer SMS messages directly from the dashboard.
Dashboard: Managing Tasks on the DashboardHow to track your daily to-do list and follow-ups.
Dashboard: Viewing the Activity LogHow to view the audit trail of recent system actions.
Insight Tab
Learn about the Insight Tab on your WIZniche Dashboard!
Dashboard: Insight TabInsight Tab on your WIZniche Dashboard, focuses on financials, sales performance, and historical data.
Production Tab
Learn all about the Production Tab on your WIZniche Dashboard!
Dashboard: Production TabProduction Tab on your WIZniche Dashboard: Focuses on daily operations, active team members, and immediate workflow tasks.
Mobile App: Home
Understanding the basics of your WIZniche Home on Mobile App
Mobile App: WIZniche HomeA complete guide to the WIZniche mobile app homepage, detailing how to track revenue, manage notifications, and access key features instantly.