Navigation & Workspace

PrairieHQ is designed for high-density desktop and tablet workflows, allowing dispatchers, account managers, and crew leaders to navigate smoothly between operations and financials.

The Global Sidebar

The left-hand sidebar is your primary navigation menu. You can collapse or expand it using the toggle icon at the bottom of the navigation drawer.

Main Navigation Sections

• Operations:

  • Work Schedule: High-level dispatch board and route calendars.
  • Crew List: Real-time list of crews, current job assignments, and progress.
  • On-Demand List: Unscheduled or immediate service calls requiring quick dispatch.
  • Work Calendar: Full monthly/weekly calendar view of all upcoming visits.
  • Job Tracking: Map view with live location tracking and dispatch pins.

• Workbook:

  • Customers: Search and manage customer profiles, sites, and contacts.
  • Documents: Quotes, estimates, proposals, and customer sign-offs.
  • Work Orders: Master work orders, service intervals, and contracts.
  • Site Reviews: Quality inspections and grounds check sheets.

• Financials:

  • Daily Financials: Day-to-day revenue, target thermometers, and labor costs.
  • Invoices: Draft, sent, paid, and overdue invoices.
  • P&Ls: Profitability breakdowns by customer, service category, or division.
  • Cash Flow: Cash collections forecasting and receivables tracking.

• Resourcing:

  • Employees: Staff profiles, wage categories, and crew assignments.
  • Clock In/Out: Live timekeeping dashboard and punches.
  • Time Off: Vacation and absence requests.
  • Payroll: Exportable timesheets and hours summary.

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The Quick Action "+ New" Menu

Located at the top of the sidebar or header, the + New button gives you one-click access to initiate common tasks without leaving your current screen:

• + Customer: Open the drawer to register a new account.
• + Document: Draft a new estimate or proposal.
• + Work Order: Create a new operational work order.
• + Site Review: Start a new inspection checklist.

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List Filtering & Search Standards

Every data table in PrairieHQ (Work Orders, Customers, Invoices, Employees) features standardized filtering:

1. Global Search Input: Search by title, customer name, work order number, or address.
2. Column Filters: Filter by status (e.g., Draft, Scheduled, Completed), date ranges, assigned crew, or tags.
3. Saved Views: Frequently used filter configurations can be bookmarked or saved for rapid access.
4. Pagination & Page Size: Adjust rows per page (25, 50, 100) or toggle dense view mode.