The top navigation groups related modules. What you see depends on your organization type (IT Services, Business Services, or Field Services) and your role permissions.
- 1
Core records
Customers, Vendors, Projects, Resources, and Invoices are always near the left of the nav for client-billing businesses.
- 2
Workforce
Timesheets, Expense Reports, and Timesheet Approval appear for IT Services and similar orgs that track billable hours.
- 3
Field service
Jobs, Job Schedule, My Job Schedule, and Live Dispatch appear for field-service organizations.
- 4
Financial
Accounts Payable, Accounts Receivable, Attach Transactions, and Purchase Orders live under payment and procurement menus.
- 5
Configuration
App Configuration, Roles, Workflows, Email Templates, and Export Data are under Config for administrators.