ClickSabi Pro
Getting Started
Understanding the ClickSabi Pro workspace
How the Pro sidebar is organised and what each area is for.
1 min readLast updated
The Dashboard
The Dashboard summarises what changed, what needs attention and what to do next, then routes you into the area that owns the work. It does not duplicate those areas.
Projects hold the delivery work
Design, proposals, approvals, schedule, installation, inspection, completion, warranty and maintenance are tabs inside a project rather than separate destinations.
Finding your way back
Every page carries a breadcrumb trail built from the same navigation definition, so you can always see which area, and which project, you are inside.
Related articles
- Projects & DeliveryHow projects work in ClickSabi ProThe project is the spine every other Pro area connects to.
- Contacts & MessagesInside a contact recordThe tabs on a contact, lifecycle stages, ownership and private notes.
- Projects & DeliveryInside a projectThe ten project tabs and what each one owns.
- Getting StartedGetting started with ClickSabi ProWhat ClickSabi Pro is, who can open it, and where to begin.
Didn't find what you were looking for?
Get in touch with the ClickSabi team or send feedback about the Help Center.
Prefer email? support@mail.clicksabi.com