Navigating the dashboard

The sidebar holds every area of the app; the top bar holds search, help and notifications.

Sidebar

New Valuation: starts the valuation wizard (not shown to viewers)
Dashboard: your figures at a glance and recent valuations; owners and admins also see the getting-started checklist until setup is done
Valuations: the full list, with search, filters and bulk actions
Customers: customer records and their valuations
Search: search across valuations and customers
Locations: your shops and workshops
Metal Pricing: live precious-metal prices and a metal value calculator
Insurance: insurance partners and submissions
Reports: charts and a CSV export
Activity: a log of who did what
Integrations: Shopify and lab-report lookups
Settings: profile, team, company, branding, regional, notifications, security and billing. Managers, staff and viewers see profile, notifications and security; the rest are for owners and admins.

Quick Search: press ⌘K (Ctrl+K on Windows) anywhere to open it
Help menu: the help centre, training videos, restart the guided tour, and contact support
Compass button: start the guided tour, or resume or restart it
Theme toggle for light and dark mode
Bell: your recent in-app notifications