ESS Admin

Documentation

Welcome to the ESS documentation. Each section mirrors the left-hand sidebar in the app so you can jump straight to guidance for the screen you are on. Start with the overview below, then open the detailed pages in the navigation tree.

  • Dashboard - explains each metric tile, hero action, and insight card on the workspace home screen.
  • Quotes - covers the quote lifecycle, revisions, and change-order variations.
  • Jobs & Tasks - documents job creation, job detail tabs, and scheduling handoff.
  • Timesheets - guides weekly entry, owner review, insights, and settings.
  • Invoicing - describes batch runs, individual invoices, and PDF exports.
  • Teams & Schedule - outlines team management, people records, and daily schedule views.
  • Manage - captures client lists, component libraries, and quote text templates.

If you spot gaps, let Marek know so we can prioritize the right guides.

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