Mandates
Mandate work items will show here once that mobile area is available.
To Do's
Task Dashboard
Open the work areas that need attention and see the live item counts at a glance.
Task Areas
Each card opens a work area. Notification badges show how many items are waiting there.
Inquiries
View all submitted inquiries, their current status, and assigned franchise details.
View inquiries
Quotes
Review the quotes linked to your businesses and open the ones that need attention.
View quotes
Invoices
Review the invoices linked to your businesses, payment progress, and overdue items that need attention.
View invoices