The 17hats Dashboard consists of five sections to help keep your business moving. Each section is designed so you can easily complete to-dos, email Contacts, and access Projects that need your attention.
5-Day Quick View Calendar – Easily see and add events to your week.
Weather Preview – Your local weather for a quick look for your outdoor activities.
Recent Client Activity – Stay up to date with important client activity such as invoices paid and contracts signed.
Pending Items – Contacts with outstanding documents will automatically filter into your Pending Documents area.
Let’s Take Care of Business – Your go-to section each morning, as our smart automation will make sure that you know exactly what needs to be done to ensure a successful day.
Can I customize the layout of the Dashboard?
No, the Dashboard design is not customizable.
If I have multiple users, will I see their information on the Dashboard?
You will only see your items on your Dashboard view.
Will items from Archived Projects appear on my Dashboard?
No, archiving a Contact or Project removes associated items from the Dashboard.
The 17hats Dashboard is available with our Free CRM and every level of automation.
What are you waiting for?