How do I view a client dashboard?

The client dashboard in Dronedesk gives you a single view of everything connected to a client, from jobs and quotes through to invoices. This guide walks through what it shows and how to use it. Worth opening before any client call.

In Dronedesk, each of your clients has a dashboard from where you can see all of the jobs that you've carried out for them as well as all of the quotes and invoices you've sent them. And I'm gonna show you how to access that. From the dashboard, choose clients from the left hand menu. In the actions column, choose the clients that you would like to see the dashboard for.

And from the select drop down menu, choose client dashboard.

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Help Center

How do I view a client dashboard?

The client dashboard in Dronedesk gives you a single view of everything connected to a client, from jobs and quotes through to invoices. This guide walks through what it shows and how to use it. Worth opening before any client call.