Sidebar Navigation

🌲 ArborNote’s Sidebar Navigation 

The Sidebar Navigation in ArborNote helps you quickly access the platform’s key features. 

  Dashboard

• Overview of your operations
• Shows recent projects, proposals, appointments, and work orders

  Clients

• Manage your client database
• View contact information and related projects

  Projects

• Create and manage tree inventories
• Track tree counts, services, and historical data

  Appointments

• Schedule and view estimator appointments
• Set preferences

  Sales

• Manage proposals
• View sales dashboard
• Manage Multi-year plans
• Access sales settings

  Work Orders

• Work order calendar
• Manage work orders
• Set preferences

  Invoices

• Manage client invoices
• Monitor payments and outstanding balances

  Reports

• Generate reports for projects, sales and work orders

 Account Switching 

• Switch between multiple companies (if applicable)

 Settings

• Update your profile, company info, and preferences

 Support

• Get help or contact customer support

 Logout

• Sign out securely from your account