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The Dashboard - Service, Rental, and Financials (Next)

Describes sections and components of Service, Rental, and Financials (Next)’s dashboard functionality and how to navigate the application.

In This Article

Introduction

Use the dashboard to navigate between the various sections of Service, Rental, and Financials (Next) as you perform your various work tasks.

Note: You can customize the available components of your dashboard to only include the functionality you need for your business. Contact Texada for more information.

Sections of the Dashboard

The dashboard is composed of several key sections:

  1. Header bar
    Use this section to access help, view/edit your personal account information, clock in and out, and log out of Service, Rental, and Financials (Next).
  2. Menu bar
    Use this section to access the menu items containing most of the functionality in Service, Rental, and Financials (Next).
  3. Action bar
    Use this section to use specialized functionality that becomes available when you are in a particular menu item.
    Note: Not all areas of Service, Rental, and Financials (Next) have an action bar.
  4. Main area
    The sections of this component are updated when you click on a menu item. Use this component to do most of your work in Service, Rental, and Financials (Next).

Dashboard Components

The following is a list of each dashboard component, along with a brief description of its purpose:

Image

Name

Description 

Settings

Use settings to configure the application to meet your business needs.

Note: You require specific access permissions to access this component of the application.

Help

Use help to access product help documentation.

Personal profile

Use the personal profile to clock in or out, access your information in Service, Rental, and Financials (Classic), or log out of Service, Rental, and Financials (Next).

Dashboard

Use the Dashboard to view what inventory is coming in and going out at a glance.

Tickets

Use Tickets to view, edit, and assign pickup and delivery tickets. You can also create, view, edit, and assign task tickets.

Work Orders

Use Work Orders to create, view, edit, and assign Work Order requests.

Invoices

Use Invoices to create sales invoices, and search and edit other types of invoices.

Customers

Use Customers to create, view, and edit customer records.

Returns

Use Returns to search and view yard returns.

Inventory

Use Inventory to create, view, and edit assets, parts, and requested parts. 

Operators

Use Operators to create, view, and edit driver and technician information and activity.

Time Tracker

Use Time Tracker to create, view, and edit a list of user clock in and out records.

Navigating the Menu Bar

You can toggle between two menu bar modes: collapsed and expanded. Collapse the menu bar when you need more room in the main area. Expand it when you need to navigate to a different part of the application.

Note: You can hover your mouse over the menu bar when it is in collapsed mode to temporarily show it in expanded mode. 

Each menu option, except Dashboard and Time Tracker, has additional menu options beneath it. You can hover your mouse over a menu option to browse or select the additional options. 

Click a menu option to open that functionality in the main area. When you click a menu option, the additional sub-menu options appear beneath it. 

Note: The menu option or sub-menu option you are working in appears in a different color from the other menu options.

When working in a menu option, you can switch between any sub-menus by clicking them in the menu bar. For example, if you are in Work Orders → List, you can click Map to switch to the map functionality in Work Orders → Map.