Dashboards

Your Home and Proposal dashboards give you an overview of what's happening in Contractor Essentials.

In both dashboards, you can export a section of information to an external file. Click More options to select a file type and start the export.

Home dashboard

The Home dashboard appears after logging into Contractor Essentials. You can return to it by going to MENU > Dashboards > Home.

Proposal dashboard

To access the Proposal dashboard, go to the Home dashboard and select one of your proposals.

At the top of the Proposal dashboard, you can use drop-down menus to change the display of the first three sections. By default, these sections display the total tasks, resources, and hours in the proposal.