The changes in the following sections were made to enhance user experience, improve navigation, and optimize overall usability. 

  • Top Navigation Bar
  • User Icon Menu
  • Side Navigation Menu
  • Module List View


Overview of Major Changes:


Top Navigation Bar
- Removed the Create Job button. (New location: Side navigation menu under Job)
- Removed the Create Quote button. (New location: Side navigation menu under Sales)

Old UI

New UI


User Icon Menu
- Removed Generate Schedule Invoices. (New location: Side navigation menu under Scheduling)

- Removed Generate Schedule Jobs. (New location: Side navigation menu under Scheduling)

- Removed Site Service Summary Report. (New location: Side navigation menu under Reporting)

- Removed Technician live map. (New location: Side navigation menu under Resources)

Old UI

New UI



Side Navigation Menu 
- has the biggest changes implemented in the user interface. The mega-menu structure has been introduced to accommodate subcategories and improve accessibility.

A. “Leads” has been removed from the Side menu and added to the Contacts subcategory.

B. “Customers” has been removed from the Side menu and added to the Contacts subcategory.

C. “Sites” has been removed from the Side menu and added to the Contacts subcategory.

D. “Contacts” is included in the Mega Menu category.

E. “Quotes” is renamed to “Sales” and included in the Mega Menu category.

F. “Jobs” is included in the Mega Menu category.

G. “Recurring Jobs” has been removed from the Side menu and added to the Jobs subcategory.

H. “Job Scheduler” has been removed from the Side menu and added to the Jobs subcategory.

I. “Stock Levels” has been removed from the Side menu and added to the Inventory subcategory. (*Stock Levels* has been relabelled to *Inventory Levels*)

J. “Assets” is included in the Mega Menu category.

K. “Customer Invoices” has been removed from the Side menu and added to the Accounting subcategory.

L. “Recurring Invoices” has been removed from the Side menu and added to the Accounting subcategory.

M. “Purchase Orders” has been removed from the Side menu and added to the Accounting subcategory.

N. “Supplier Invoices” has been removed from the Side menu and added to the Accounting subcategory.

O. “Dashboard & Reports” has been removed from the Side menu and added to the Reporting subcategory.

Old UI

NEW MEGA MENU UI

(The new Mega Menu has nine sections, and each section has a subcategory)

  1. Contacts

    • Leads - Navigate to the Leads module.

    • Customers - Navigate to the Customers module.

    • Sites - Navigate to the Sites module.

    • Suppliers - Navigate to the Contacts module.

    • Contacts - Navigate to the Contacts module.

    • Create Customer - Create a new customer record and link them to a new site and contact using the Wizard.

    • Add Lead - Create a new lead record.

    • Add Customer - Create a new customer record.

    • Add Contact - Create a new contact record.

    • Import - Navigate to the Import Wizard module.



  2. Jobs

    • Jobs - Navigate to the Leads module.

    • Recurring Jobs - Navigate to the Leads module.

    • Job Checklist - Navigate to the Checklist module.

    • Job Scheduler - Navigate to Calendar.

    • Job Template - Navigate to the Job Template module.

    • Project Template - Navigate to the Project Template module.

    • Create Job - Create a new Job record and link it to a new site, contact, and asset using the Wizard.

    • Add Job - Create a new Job record.

    • Add Recurring Job - Create a new lead record.

    • Add Job Checklist - Create a new Job checklist.

    • Add Job Template - Create a new Job Template.

    • Add Project Template - Create a new Project Template.



  3. Sales

    • Quotes - Navigate to the Quotes module.

    • Quote Templates - Navigate to the Quotes Template module.



  4. Scheduling

    • Generate Scheduled Invoices - Navigate to the “Generate Scheduled Invoices” module.

    • Generate Scheduled Jobs - Navigate to the “Schedule Recurring Jobs” module



  5. Assets

    • Assets - Navigate to the Assets module.

    • Asset Types - Navigate to the Asset Types module.

    • Recurring Maintenance - Navigate to the Recurring Maintenance module.

    • Asset Checklist - Navigate to the Checklist module.

    • Add Asset - Create a new asset record.

    • Add Asset Type - Create a new asset type.

    • Add Asset Checklist - Create a new asset checklist.



  6. Inventory

    • Product Catalogue - Navigate to the Product Catalogue module.

    • PriceBooks - Navigate to the PriceBooks module.

    • Warehouses - Navigate to the Warehouses module.

    • Inventory Levels - Navigate to the Stock Level module.

    • Add Product - Create a new product record.

    • Add Pricebook - Create a new pricebook.

    • Add Warehouse - Create a new warehouse.

    • Stocktake - Navigate to the Stock level stocktake page.

    • Stock Transfer - Navigate to the Stock Level module.

    • Reorder - Navigate to the Stock level reorder page.



  7. Accounting

    • Customer Invoices - Navigate to the Customer Invoices module.

    • Recurring Invoices - Navigate to the Recurring Invoices module.

    • Purchase Orders - Navigate to the Purchase Orders module.

    • Supplier Invoices - Navigate to the Supplier Invoices module.

    • Add Invoice - Create a new customer invoice record.

    • Add Recurring Invoice - Create a new recurring invoice record.

    • Add Purchase Order - Create a new purchase order record.

    • Add Supplier Invoice - Create a new supplier invoice record.



  8. Resources

    • Users - Navigate to the Manage Users module.

    • Subcontractors - Navigate to the Subcontractors module.

    • Teams - Navigate to the Teams module.

    • Technician Live Map - Navigate to the Technician Live Map page.

    • User Invitation - Invite new users into the account.

    • Add Subcontractor - Add a new subcontractor.



  9. Reporting

    • Dashboard - Navigate to Dashboards.

    • Data Warehouse - Navigate to Data Warehouse.

    • Site Service Summary Report - Navigate to the Site Service Summary Report page



Module List View

- The text information and legends are moved to the top part of the module.


Old UI


New UI