Navigation Menu: The panel that appears on the side of your desktop screen and on the bottom of your mobile screen to direct you between pages of Spearhead.
Desktop
Company logo at the top. Click this at any point to go back to My Dashboard.
Use the collapsible icon to expand the full Nav menu.
Mobile
From mobile, the company logo is in the middle. Click it to go back to My Dashboard.
The following icons represent different headings within Spearhead.
Workflow, containing:
- Work Orders are how Spearhead organizes tasks that are or will be attributed to customers and performed by agents. This sorting system simplifies the distribution and sorting of work from customers to agent.
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- There are two kinds of work orders, differentiated by their parameters for completion:
1. Closed by Completion indicates that a work order is complete when the defined parameters for the job have been met.
2. Closed by Date indicates that a work order is complete when a set date has been reached, usually concluding a long period of time.
- There are two kinds of work orders, differentiated by their parameters for completion:
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- Tickets: Tasks created by supervisors or assigned agents issued after a request for work from the customer. Agents are assigned tickets and they add work (labor, mileage, and expenses) and submit the ticket for review.
Finance, containing:
- Pricebooks: One universal or multiple pricebooks to manage past, present, and future prices of goods and services managed by Spearhead. Including customers using each pricebook and agent tiers covered by said pricebook.
- Expenses: List of expenses based on spending on tickets per jobs, separated by internal and external expenses.
Review, containing:
- Insights: Analytics based on data within Spearhead.
- Reports: Generated reports from data within Spearhead.
Organization, containing:
- Customers: List of customers and their profiles of the Spearhead organization.
- Work Sites: List of worksites and their data (latitude and longitude, county, etc.).
- Agents: List of agents and their profiles of the Spearhead organization.
- Settings: Use this to edit customer and organization settings:
- Agent tiers: Different classifications of workers within Spearhead to differentiate for billing and job purposes.
- Ticket Types: Shorthand types for common types of jobs to generate tickets.
- Checklists: To attach to ticket types for execution during the completion of a ticket.
- Forms: Custom forms to input or maintain for their use within Spearhead.
Help Center, containing:
Use Support Desk to access the chat function to ask for help.
Use the Knowledge Base to access documentation repository for guides, how-tos, and reference materials for navigating Spearhead.
Mobile
Workflow: Easily access all the work from work order to tickets.
Finance: Use this part of Spearhead to assess financial data that has been entered into the workflow from expenses and monitor and edit Pricebooks.
Company Logo Middle Icon: This pulls up the expanded Spearhead Nav menu on your mobile device.
Review: Easily access all reports generated and analytics from Insights.
Organization: View the whole totality of your organization from agents to customers as well as customer and organization settings.
My Profile: This is how you access all of your preferences and your profile.