At the top of the Dashboard, you can use the Property Reference Search bar to quickly find properties using a property reference number. Clicking the 🔍 icon will take you to the Search page, where you can apply additional filters and refine your results.
The Dashboard includes direct access to:
Property search 🔍
Contacts - Keep your client information organised and easily accessible.
Add new contact ➕
Search Contacts 🔍
Tasks - Stay on top of your daily activities and follow-ups.
New task ➕
Search Tasks 🔍
Task calendar with Daily or Weekly layouts
Manage appointments and upcoming activities at a glance.
Access quick actions through the task options menu.