The Dashboard is designed to give a clear, bird’s-eye view of what’s happening in the office without needing to dig through piles of paperwork. Here is a quick breakdown of how to find your way around.
Your High-Level Overview
Right in the center of the screen, you’ll find the main status graphs. This is the "quick glance" area where you can see:
Permit Activity: A visual breakdown of which permits are currently active and how many applicants are tied to each one.
Application Volume: Check your total applications and renewals at a glance.
Date Filters: Use the date toggles at the top to see exactly when applications were submitted—whether you’re looking at today's stats or a specific week.
Status Tracking: The "New Permits by Status" section helps you monitor your current situation, showing you exactly how many requests are flowing in daily or weekly.
The Side Menu: Your Navigation Tabs
The tabs on the left side of the screen are the keys to moving around the system. While we will dive deeper into each of these in later articles, here is a quick "cheat sheet" for what they do:
Permit Pipelines: These areas help you keep track of where your applications are at. Applications stay in the NEW section from the time they're submitted until they've received approval and paid their fees, then they'll move to the ACTIVE tab.
Search Bar: Use the search bar to search by any of the fields within an application (permit number, address, owner name, business name, etc..).
Permit Type Settings and Form Builder: The creative hub where you build and edit the actual forms your applicants will fill out.
Events & Calendar: Create specific events, link them to applications, and keep track of everything on a centralized calendar.
Transactions: The place to go whenever you need to search for payments or financial history.
Reports: Need to crunch some numbers? This is where you create and export your data reports.
Organization Settings: This is the "brain" of your account. Head here to add or remove users, manage payment settings, and keep your organization's info up to date.
This dashboard is built to keep things moving smoothly. Take a second to click around and get a feel for the layout—