A quick tour of the sidebar
What every item in the RidgeSync sidebar is for — Leads, Pipeline, Calendar, Performance, and the Tools, Website and Manage groups — so you know where to go.
- 1
Leads, Pipeline, Calendar, Performance
Leads (the home screen) is your inbox of inquiries. Pipeline is your Kanban board of jobs by stage. Calendar schedules installs. Performance shows your numbers.
- 2
Tools
Proposals, Material Orders, Measurements, Invoices, Financials and Expenses — everything you produce on a job, plus the money that isn’t tied to one job.
- 3
Website
Website Builder edits your lead site, Blog writes SEO posts, and “My site” opens your live site in a new tab.
- 4
Manage
Contacts, Crews (who you subcontract to and what they have been paid), File Manager, Systems (your priced roofing systems), Catalog (your products), Template Builder, Billing and Settings.
- Financials, Expenses, Performance, Crews and Billing are admin-only. An invited Member does not see those five items in the sidebar, and the pages themselves say “<name> is for admins” if opened directly.
- On a phone the sidebar is behind the menu button in the top bar.
Still stuck? Ask the Ask RidgeSync assistant in the bottom-right, or email our support team.