Navigating the TimeFlow Interface

Left sidebar

The sidebar is a vertical strip of icons/labels down the left edge of the dashboard. Click the arrow at its top-right edge to collapse or expand it.

Items shown depend on your permissions. The full set of possible items, in order:

• POS — Point of Sale screen (needs POS permission)
• Overview — general dashboard overview (needs overview permission)
• Book a Job — opens the New Booking / job card form (needs reception or booking permission)
• Job Cards — search existing job cards (needs reception permission)
• Job Tasks — workshop job task list (needs technician or reception permission)
• Our Clients — client list (needs reception or clients permission)
• Damage Reports — workshop damage reports (needs technician or reception permission)
• Repair Library — repair guides/library (needs technician permission)
• Accounts Manager — accounting module (needs accounting permission)
• Inventory Manager — inventory module (needs inventory permission)
• Trade In — trade-in module (needs trade_in permission)
• Insights — insights dashboard (needs insights permission)
• Analytics — analytics dashboard (needs analytics permission)
• User Guide — TimeFlow's own in-app documentation (no permission needed)
• Support — tech support tickets (no permission needed)

Depending on your job title, an extra Dashboard link is appended to the bottom of the sidebar, taking you to a role-specific hub:

• Technician → Workshop dashboard
• Reception → Reception dashboard
• Accountant → Accounting dashboard
• Owner / Manager → see the full list above with no extra hub link (they already land on a general overview)

Header

Across the top of the dashboard, left to right, you'll typically find:

• Logo — click to return to the dashboard home.
• Branch Switcher (owners only) — switch which branch/location you're working in, for companies with multiple branches.
• Cloud Storage Usage — a small indicator showing how much of your storage plan you've used.
• Theme toggle (sun/moon icon) — switch between light and dark mode.
• Tools menu (grid icon, top right) — opens a dropdown with:
  • Cash Up (needs accounting permission)
  • Integrations (needs integrations permission) → /dashboard/integrations
  • Data (needs data permission) → /dashboard/data
  • Reports (needs reports permission) → /dashboard/accounts/reports

• AI Assistant — opens the AI assistant drawer for in-app help.
• Notification bell — shows recent notifications.
• Profile menu (your avatar) — opens a dropdown with:
  • My Profile → My Profile page
  • Company Account → company account details
  • Settings → account settings
  • Billing → billing details
  • Subscription → your plan/subscription
  • Employees (if you have employee-performance permission) → team management
  • Affiliate Program → the affiliate program
  • Logout

The header does not provide direct links into day-to-day modules like Reception, Workshop, or Accounting — that's what the sidebar and footer are for.

Footer

At the bottom of the dashboard, the footer has:

• Copyright notice (hidden on small screens).
• Quick-access icons in the middle: Chat, Code Scanner (QR/barcode), Client Portal, and System Chat.
• On wider screens, module shortcut links on the right — shown only if you have the matching permission:
  • Reception → /dashboard/reception (the Reception hub)
  • Workshop → /dashboard/workshop (the Workshop hub)
  • Accounting → /dashboard/accounting (the Accounting hub)

These footer links open each module's hub page (with its own Quick Actions), not a specific form directly.

Jobs panel (right side)

Separate from the left sidebar, there's a collapsible Jobs panel docked to the right edge of the dashboard (toggle it with the arrow button on that edge). It has two tabs:

• Job Cards — a live search box (by job card number, client, or serial number) so you can jump to any job card without leaving the page you're on.
• Job Tasks — a live search box (by task number, assignee, job card, or serial number) for finding tasks the same way.

From either tab you can click Assign on a result to open the Assign Task dialog — pick a technician, set a priority (Low/Medium/High/Urgent), and set a due date. This is also how a job task gets created in the first place: assigning a job card from the Job Cards tab creates its task; assigning again from the Job Tasks tab reassigns it. See the Job Tasks guide for details.

Roles at a glance

TimeFlow's permission model is built around job titles, which control what you see in the sidebar, header, and footer:

• Owner — sees everything, plus the Branch Switcher.
• Manager — sees the same core navigation as an Owner (minus branch switching).
• Technician — workshop-focused (Job Tasks, Damage Reports, Repair Library) plus a Workshop dashboard link.
• Reception — reception-focused (Book a Job, Job Cards, Our Clients) plus a Reception dashboard link.
• Accountant — accounting-focused, plus an Accounting dashboard link.

If you don't see a menu item you expect, it's almost always a missing permission — ask an Owner or Manager to grant it.