A QUICK GUIDE FOR YOUR TEAM

Your dashboard,
on your phone.

Follow a short walkthrough of invoices, monthly totals, fleet leads and customer requests.

Watch in your phone’s browser. No sign-in is needed for this guide.

Tap play. Use the player’s full-screen button for a closer view, and turn captions on or off in the player.

TAKE IT ONE STEP AT A TIME

A quick tour of your workspace.

1
Open your dashboard
See the proposed sign-in screen and find your way around the mobile menu.
2
Review invoices and totals
Find the latest sent invoices and the monthly and year-to-date totals. Sent invoice totals are not payment confirmations.
3
Follow up on leads
Review fleet candidates and keep their follow-up status up to date.
4
Check customer requests
Review quote requests and record the next step.

Pause and replay whenever you need.

The walkthrough uses practice records, so no customer invoices or personal lead records are shared here.

The private workspace is separate from this public guide. Its current sign-in uses ChatGPT.