WIZniche

Learn how to switch between financial insights and daily operational views on your dashboard.

Dashboard: Understanding the Dashboard Views

How to instantly start new assessments, deals, quotes, jobs, invoice, customer & property from the sidebar menu.

Dashboard: How to Create New Work Items

How to access your user settings, timesheets, and company configurations.

Dashboard: Managing Your Profile and Settings

How to find specific records like customers or invoices instantly.

Dashboard: Using Global Search

How to view and reply to customer SMS messages directly from the dashboard.

Dashboard: Using the Message Center

How to track your daily to-do list and follow-ups.

Dashboard: Managing Tasks on the Dashboard

How to view the audit trail of recent system actions.

Dashboard: Viewing the Activity Log

Understanding the basics of your WIZniche dashboard on Web

Basics

Go to WIZniche

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