> For the complete documentation index, see [llms.txt](https://help.prostruct360.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.prostruct360.com/getting-started/navigating-prostruct360.md). # Navigating ProStruct360 Find your way around ProStruct360: the left menu, the dashboard, the jobs board, search, Quick add, your profile menu, and where to get help. Everything in ProStruct360 starts from two places: the **left menu**, which takes you to each part of the app, and the **dashboard**, which shows what needs your attention today. Across the top are the job search, **ProStruct AI**, the **+** Quick add button and your profile menu. **Plans:** every plan (some parts need a higher plan, noted below). **Who:** everyone on your team. What you see depends on your role. ![The dashboard, with the left menu, the top bar and the setup checklist](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-90ea1eb6e8cfbaa1c4280b9a61d45341302bcd73%2Fnavigating-prostruct360-01-dashboard.png?alt=media) {% embed url="" %} Recorded in an earlier version of ProStruct360, so some screens may look different. The written steps below are up to date. {% endembed %} ## The left menu | Menu item | What it's for | | ------------------- | --------------------------------------------------------------------- | | **Dashboard** | Your setup checklist, tasks, messages and the jobs board. | | **Jobs** | Every job: estimates, work in progress and finished work. | | **Calendar** | Job schedules, crew assignments and tasks. | | **Clients** | Your clients and their job addresses. | | **Client Payments** | Payments you've received from clients. | | **Vendors** | Your subcontractors and suppliers. | | **Vendor Payments** | What you owe vendors and what you've paid them. | | **Team Members** | The people in your company who log in. | | **Emails** | Your connected inbox, with emails matched to jobs. | | **Reports** | **Profit & Loss Super Report** and **Quickbooks Communication Logs**. | | **Knowledge Base** | These help articles (opens in a new tab). | | **Support Request** | How to reach the ProStruct360 support team. | **Clients**, **Client Payments**, **Vendors** and **Team Members** only appear for owners/operators and admins. **Quickbooks Communication Logs** only appears for owners/operators. Click the **«** button at the bottom of the menu to shrink it to icons and give yourself more room. On a phone, the menu opens from the button at the top left, and the job search moves to the top of the menu. {% hint style="info" %} Some pages need a higher plan: **Vendors** and **Vendor Payments** need Lite or above; **Team Members**, **Emails** and the **Profit & Loss Super Report** need Complete or above. On a lower plan, the page explains what the feature does and which plan includes it. {% endhint %} ## The dashboard ### Setup checklist Owners/operators and admins see a **Get set up** checklist at the top of the dashboard. It lists the steps that get a new account running — for example **Add your logo**, **Create your first estimate** and **Connect QuickBooks**. The steps depend on your plan. * Each step ticks itself off once you've actually done it in the app. Finished steps fold into one line at the top, so the list shrinks as you go. * Click the button on a step (**Add logo**, **Start an estimate**, **Invite**…) to go straight to where it's done. * **Create your first estimate** is marked **MOST IMPORTANT**. Its **Start an estimate** button offers a guided walk-through. * The **^** arrow collapses the checklist. The **…** menu has **Hide setup checklist**. ### Tasks and Messages Below the checklist, **Tasks** sits beside **Messages**. ![The Tasks and Messages panels](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-d01fff71d5600bd0fb0e1089e14475d8c4aa4913%2Fnavigating-prostruct360-02-tasks-messages.png?alt=media) * **Tasks** shows your own tasks under **Tasks Due Today**, **Tasks Due Tomorrow**, **All Tasks** and **Completed Tasks**. Overdue tasks, and tasks with no date, show under **Tasks Due Today**. * Click **Edit** to open a task, or **Add New Task** to create one. * To finish tasks, tick them and click **Mark Selected Tasks Complete**. * Drag a task by its handle to change the order. * **Messages** shows emails from your connected inbox: **Unread**, **Starred** and **All**. Click **View all** to open **Emails**. Tasks and Messages need the Complete plan or above. Messages also needs your email connected — see [Connecting your email](/connections/connecting-your-email.md). ### The jobs board The bottom of the dashboard is the jobs board — the same board you get from **Jobs** in the left menu. ![The jobs board in Cards view](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-65d03912f1ad77922d0c0c1307b9a3cf06d89c54%2Fnavigating-prostruct360-03-jobs-board.png?alt=media) Each card shows the job's name, location and client, the job total and its margin, how much is invoiced and remaining, the next client contact date, how many line items have no crew yet, the project manager and the job's status. Click a card to open the job. **Card colors** — click the **?** next to **Card colors** for the key: * **Red** — urgent: the next client contact date has passed, or an In Progress job is past its estimated completion. * **Orange** — an In Progress job within about 2 days of its estimated completion date. * **Fading to red** — waiting too long: Needs Estimate for more than about 5 days, Open Estimate for more than about 30 days, or Invoiced 7–21 days ago. * **Grey** — no time pressure. **Cards or List** — switch between **Cards** and **List**. The list shows columns such as status, client, construction start, estimated completion and invoiced / total, and you can sort by clicking a column heading. The board remembers your choice. ![The jobs board in List view](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-87be1e0f7b9cdacb1cde8ff369284f6402c8cd49%2Fnavigating-prostruct360-04-jobs-list.png?alt=media) **Job Status** — the blue **Job Status** button chooses which jobs show: * **All Current Jobs** (the default): Leads, Needs Estimate, Open Estimate, Approved, In Progress and Complete. * One status on its own: **Leads**, **Needs Estimate**, **Open Estimate**, **Approved**, **In Progress**, **Complete**, **Invoiced**, **Paid**, **Dead Estimate** or **On Hold**. * **All Jobs**: every status. To change a job's status, open the job and use the **Job Status** button at the top of the job page. **Filter** — narrows the board by **Client**, **Assigned Crew**, **Estimator** and **Project Manager**. Click **Apply**. ![Filter Jobs](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-a7f5be9add7f4206162be31dcbe606c3c58ecbf2%2Fnavigating-prostruct360-05-filter.png?alt=media) **Saved filters** — set up the status and filters you use often, click **Save Filter**, give it a **Filter name** and click **Save as new**. Pick it again from **Saved filters…** next time. Saved filters are shared with your company, but only the person who saved one can **Update** or **Delete** it. **Clear Filter** (yellow) appears whenever a filter is on. It puts the board back to **All Current Jobs** with no filters. ## Search Type in **Search jobs…** at the top of any page and press Enter. It searches job names and client names across **every** status, not just the jobs on the board, and shows the results on **Jobs**. Clear the search with the **×** in the box. ## Quick add The round **+** button at the top right (owners/operators and admins) opens **Add New**, a shortcut for creating things from anywhere: ![Add New](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-906e55a09185757fbaef83514d432818b5ebb242%2Fnavigating-prostruct360-06-quick-add.png?alt=media) **Job**, **Client**, **Vendor**, **Team User**, **Task** and **Payment** (to record a payment from a client). ## Your profile menu Click your email address or the person icon at the top right: ![The profile menu](https://1775502874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT5UmHbQ8yBQgePRusmiv%2Fuploads%2Fgit-blob-1d0e34cbc9bc02a530c57a66e310c1133d768961%2Fnavigating-prostruct360-07-profile-menu.png?alt=media) * **My Email Templates** — saved emails you can insert when you write one. * **Job Templates** — jobs you've saved to copy line items from. * **My Profile** — your name, phone, time zone, **User Color** and email signature. * **My Company** — your company details, logo, documents and plan (owners and admins). See [Company settings and branding](/getting-started/company-settings-and-branding.md). * **Change Subscription** — change your plan (owners and admins). * **Connect To QuickBooks** — see [Connecting QuickBooks](/connections/connecting-quickbooks.md) (owners and admins). * **Log out** ## Getting help * **How this works** — many pages have a **How this works** button next to the page title. It opens help for that page. * **Knowledge Base** (left menu) — these articles. * **Support Request** (left menu) — email and the team will get back to you. ## Common questions **I can't see Clients, Vendors or Team Members in my menu.** Those are for owners/operators and admins. Ask your owner if you need access. **A job I'm looking for isn't on the board.** The board shows **All Current Jobs** by default, so Invoiced, Paid, Dead Estimate and On Hold jobs are hidden. Choose **All Jobs** in **Job Status**, or use **Search jobs…**, which looks through every status. **The setup checklist has disappeared.** Someone chose **Hide setup checklist** in its **…** menu. Hiding it is remembered on that computer. **Tasks or Messages show an upgrade message.** They're part of the Complete and Unlimited plans. ## Related * [Creating an estimate](/getting-started/creating-an-estimate.md) * [Adding a client](/getting-started/adding-a-client.md) * [Adding team members](/getting-started/adding-team-members.md) * [Company settings and branding](/getting-started/company-settings-and-branding.md) * [Calendar and tasks](/scheduling/calendar-and-tasks.md) * [Connecting your email](/connections/connecting-your-email.md)