Dashboard & Navigation

Read the owner dashboard, find anything with search, and get around Zentive on desktop and phone.

5 articles2 topicsOwner/Admin, All users

Common tasks in this section

Zentive terms explained Roles and permissions What's new

Popular in this section

Read your dashboard

What each tile on the owner dashboard means, what Today's priorities and Needs your attention are counting, and where every number leads.

NavigationOwner/Admin

Find anything and get around Zentive

Use Search records (Ctrl+K) to jump to any customer, job, quote, or invoice, learn what each sidebar section holds, and use the phone layout's bottom bar.

NavigationAll users

Zentive terms explained

Plain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.

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Dashboard

1 article

Read your dashboardWhat each tile on the owner dashboard means, what Today's priorities and Needs your attention are counting, and where every number leads.

Navigation

4 articles

Find anything and get around ZentiveUse Search records (Ctrl+K) to jump to any customer, job, quote, or invoice, learn what each sidebar section holds, and use the phone layout's bottom bar.Zentive terms explainedPlain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.Roles and permissions in ZentiveWho can see and do what: owners, co-owners, crew members, foremen, and customers, plus the financial visibility controls.What's new in ZentiveA running list of the changes that affect how you work, newest first, with links to the article that explains each one.

Best place to start

Start 1Dashboard

Read your dashboard

What each tile on the owner dashboard means, what Today's priorities and Needs your attention are counting, and where every number leads.

Start 2Navigation

Find anything and get around Zentive

Use Search records (Ctrl+K) to jump to any customer, job, quote, or invoice, learn what each sidebar section holds, and use the phone layout's bottom bar.

How to use this section well

Press Ctrl+K (⌘K on Mac) anywhere in Zentive to search customers, jobs, quotes, and invoices.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

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Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

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