Start from the dashboard or jump straight into the most common create flows.
Keep accounts, contacts, and customer records easy to reach without stretching the menu.
Quote intake, estimating, product templates, and CRM work stay together.
Section
Orders / Production
Orders, scheduling, time capture, quality, and shop-floor control stay together in one operational section.
Section
Purchasing / Inventory
Material demand, purchase orders, receiving, and inventory controls.
Section
Finance / Reports
Analytics and accounting views are split into short groups so the list does not turn into one long column.
Administrative setup is grouped by company, shop controls, and system tools so it stays discoverable.