2. Console
Console is a desktop app where sales, operations, and admin teams manage customers and projects. It's your central hub for tracking everything from initial contact through to completed projects.
Who uses Console
Console is designed for office-based teams:
- Sales teams - manage customer relationships, create quotes, and track sales projects
- Operations teams - coordinate installations, manage service requests, and review completed work to ensure it's compliant
- Admins - oversee the entire business, manage users, and handle system configuration
The Console interface
Records dashboard
When you first log in to Console, you'll land on the Records dashboard. This is your main view where you can:
- Search for customers, sites, projects, quotes, and jobs
- See key pipeline metrics
- Create new customers
Customer workspace
From the Records dashboard, click any record (like a customer name, project reference, or job number) to open it.
The customer workspace has four main areas:
- Customer context (top) - customer information that stays visible as you navigate
- Navigation sidebar (left) - menu showing related records in a tree structure
- Main content area (centre) - full details of the record you're viewing
- Task panel (right) - opens when you click a task
How Console works with the Installer app
Console and the Installer app work together as one connected platform:
- Console → Installer app: When you create a job in Console, it appears in the Installer app for the assigned installation team
- Installer app → Console: When installers complete tasks in the app, the information syncs automatically to Console
This two-way sync means your office teams and field teams always have the latest information.