Use Quick Actions on the Dashboard

Create jobs, quotes, invoices, and contacts instantly from the dashboard action center without navigating away.

Written by Ava MartinezUpdated 2 days ago3 min readBeginner

What this guide covers

This guide explains how to use the quick action cards at the bottom of your dashboard. These cards give you one-click access to the most common tasks, each showing a count of items waiting for your attention.

The action center

The Action Center sits at the bottom of the dashboard and displays five cards. Each card represents a category of work that needs your attention.

Screenshot: Action Center section showing five cards in a horizontal row: "Send Quotes (4)", "Schedule Jobs (2)", "Get Paid (6)", "Capture Leads (3)", and "Settle Liens (1)" with each card showing a count and a brief description

Action center cards explained

Card	What it shows	Click action
Send Quotes	Quotes in draft that are ready to send	Opens Quotes filtered to draft status
Schedule Jobs	Approved jobs not yet on the calendar	Opens Jobs filtered to approved but unscheduled
Get Paid	Outstanding invoices needing follow-up	Opens Invoices filtered to unpaid
Capture Leads	New requests that have not been reviewed	Opens Requests filtered to new
Settle Liens	Closeout items requiring final action	Opens Jobs filtered to closeout stage

Tip: Check the Action Center at least twice a day -- once in the morning to plan your priorities and once in the afternoon to catch anything new. The counts update automatically as your team works.

Quick create buttons

In addition to the action center cards, the dashboard header includes quick create buttons for the most common record types:

New Job -- Opens the job creation form
New Quote -- Opens the quote creation form
New Invoice -- Opens the invoice creation form
New Contact -- Opens the contact creation form

Animation: A user clicking "New Job" on the dashboard, the job creation form sliding in from the right side, the user filling in a customer and job title, clicking save, and the dashboard refreshing to show the new job in the Active Jobs table

Practical scenarios

Scenario	Quick action
Customer calls asking for an estimate	Click New Quote
A quote gets approved and needs scheduling	Click Schedule Jobs card
End of day review: who has not paid?	Click Get Paid card
New website inquiry came in	Click Capture Leads card
Job completed, need to send the final invoice	Click New Invoice

Screenshot: Dashboard with a user's cursor hovering over the "Schedule Jobs" card, showing a tooltip that reads "2 approved jobs waiting to be scheduled"

When action center counts are zero

If an action card shows zero, that category is fully handled. A dashboard with all zeros in the action center means your workflow is caught up -- nothing is waiting on you.

Note: Zero counts are a goal to aim for at the end of each week. Start Monday by clearing the action center counts down to zero, then maintain them throughout the week.

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