Find your way around: dashboard and navigation

The sidebar

The menu down the side of the app is how you move around QuoFlow. The main sections are:

• Dashboard — your business at a glance
• Leads — new quote requests waiting for you
• Work Orders — accepted jobs and the work you’re doing
• Schedule — your calendar and appointments
• Invoices — billing for completed work

Below those, two more links handle your setup:

• Settings — your business name, services, pricing, and add-ons
• My Account — your name and email notification preferences

The dashboard

The Dashboard (“Your business at a glance”) is your home base. From top to bottom it shows:

• Action cards — quick things that may need attention: Leads needing a quote, Unread comments, and Avg time to quote.
• Revenue — a chart of money from completed jobs, plus what’s booked and upcoming.
• Stat cards — Leads, Conversion, and Avg quote value over the last 30, 60, or 90 days.
• Quote pipeline — how many of your open quotes have been sent, viewed, and accepted.

Starting from empty

When your account is brand new, the dashboard doesn’t have anything to show yet, so you’ll see friendly empty messages like:

• No leads yet
• No revenue yet — completed jobs will show up here
• No open quotes
• No accepted quotes yet

This is completely normal. The numbers and charts fill in on their own as customers request quotes and you start booking work.

What to do first

To get things rolling:

1. Set up your pricing in Settings so your quotes are accurate.
2. Share your link so customers can request quotes (see Share your link and start getting leads).
3. Work your leads from the Leads inbox as they come in.