Dashboard
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Dashboard

Welcome back! Here's your project overview.

Approved
—
projects
Production
—
projects
Completion
—
projects
Invoiced
—
projects
Total Projects
—
tracked in pipeline
Total Value
—
portfolio value
Overdue Projects
—
needs attention
Completion Rate
—
paid in full
Project Phase
Projects by Status
🔴 Overdue🔴 Late
0
🟠 Due Today🟠 Today
0
🟡 Due Soon🟡 Soon
0
🟢 OK🟢 OK
0
⚪ No Date⚪ None
0
Days ↕Status ↕ Project # ↕Policyholder ↕ Branch ↕ Phase ↕ Total ↕ Last Note ↕ Action

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Date & Time Action Project # Homeowner Updated By Details
Zip Codes
403
In coverage area
Cities
0
Unique cities
Claims on Map
0
With addresses
Need Attention
0
Overdue or due today
Active Claims
0
Tracked this branch
🗺 Atlanta, GA Coverage Map
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🔍 Zip Code Lookup
➕ Manage Zip Codes
Map Legend
In Coverage Area
Claims by Phase
📂 Coverage Data

Settings

Manage your account and organization settings.

Security

Manage password and account security.

Change Password
Two-Factor Authentication

Placeholder for future 2FA setup.

Profile

Update your user information.

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Profile Information
Updates the avatar shown in the sidebar and profile card.
Change Password

Preferences

Theme, alerts, and calendar options.

⚙️ User Preferences
Control how the app works for you
🎨 Appearance
Dark Mode
Reduce screen brightness for comfortable viewing
📬 Notifications
Email Notifications
Receive email alerts and project updates
SMS Notifications
Receive text alerts for important project updates
📅 Calendar
Link Calendar
Send a calendar invite when a project is created

Team

View and manage current team members.

👥 Team Members

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Admin

Manage onboarding, branches, and company branding.

🏢 Company Branding

Updates the logo shown in the top-left corner of the app.

➕ Invite New Member

Create an invite. The team member will set their own password when they accept, and the app will build their user profile automatically.