Following is the information about your dashboard.
Your dashboard is where you will be directed to the area of the site you want to get information from.
You can see at a glance that your business is compliant and if you have at least one compliance agent. If you are not compliant you will not show up on the quote form when a client submits a quote.
Get a Quote / Add Jobs button will take you directly to the quote where you can enter job information and obtain an instant quote.
These buttons also take you directly to your cost page, compliance page, invoices, and contacts & agents page.
From your dashboard, you can go to the pages where you have shown up on quotes and see the status of these jobs.
When a client submits a quote and your business shows up, you can see what the status of the quote is from your perspective. This is a great way to see if your pricing is competitive by judging what is accepted or lost.
The To Do List also shows up on your dashboard, each new job creates a To Do on the day it is accepted. Use this as a way of keeping track of your jobs. When selecting the To Do button you will be taken to your items and you can filter these by date or by flags.
The To Do and flags are managed on the job itself. You will be redirected to the job by clicking on items that have a line under it.