Navigating the app

A quick map of the interface: what's in the sidebar, how search works, where notifications live, and how things behave on a phone.

The sidebar

The left sidebar is the main way to move around. It's permission-gated, so you'll see the sections your role has access to.

• Dashboard: headline metrics, pipeline snapshot, and recent activity
• Vehicles: the full list of vehicles with stage filters, plus adding and importing
• Pipeline: a board view of vehicles grouped by stage
• Workshop: task tracking for prep work, calendar, and downloadable sheets
• Shipments: container planning and arrival tracking
• Customers: customer records and sold-by attribution
• Suppliers: supplier records and invoices
• Documents: document storage
• Reports: sales and inventory reports (availability depends on your plan)
• Support: contact support
• Settings: organisation, team, billing, and your personal preferences

The search bar

The search bar at the top of every page is vehicle-only, despite the generic-looking placeholder. It matches on VIN, stock number, make, and model, and takes you to the Vehicles list filtered to the results.

To find a customer, supplier, or shipment, open that section and use the filters there. The top-bar search doesn't reach them.

Notifications

• The bell icon next to the search shows your unread count
• Click it to see the most recent 10 notifications; click any item to mark it read and open the related page
• New notifications arrive in real time; the bell flashes briefly when one comes in
• Configure which events trigger notifications under Settings → Notifications

Account menu

Click your avatar (top-right) to open the account menu. It has quick links to your account settings and a sign-out button.

If your organisation is locked out for billing reasons, the menu collapses to sign-out only. The rest becomes available again once billing is up to date.

On a phone or small screen

• The sidebar hides behind a hamburger menu; tap it to open
• The search, bell, and avatar all stay in the top bar
• Every feature works on mobile; there are no mobile-only limitations