Knowledge Base

Below is a brief overview of what is commonly referred to as the "Hamburger Menu". There are other articles that go into further datail for each item on the menu.

The menu on the top left corner of the screen is commonly referred to as the "Hamburger Menu". It is used mainly to navigate around the site.

After clicking the hamburger menu, a window will will pop up with several options as seen below:

Clicking your name OR your location will allow you to do things like edit your user information, chane your password and send an auto-login to your phone.

You can also search for an active project by inputting search criteria in the search bar under your location.

-New Lead / Project - Choose this option if you would like to begin a new project

-CRM (Customer Relationship Management) - This option takes you to a view of all contacts entered across all projects in your particular location. You can view/edit clients, referrals, vendors, companies and touches. You can also add a new contact here as well.

-Projects - Clicking on "Projects" expands the choices to "All Projects" and under that it displays all statuses for your particular location. The extended menu can be seen below:

-All Projects Calendar - This option will take you to a calender that contains all scheduled shifts for all of your location's projects.

-Location Settings - Clicking on "Location Settings" expands the choices to Location Details, Staff and Services a seen below:

    -Location Details - Here you can edit the name of your location, address of your location and contact information for your location. NOTE: This is the information used for the public site's contact information. You have the option of entering company information that is NOT public-facing below the Location Information section as well as your default time zone. This is also where you would enable Quickbooks connection and Google Drive connection.

    -Staff - Here you will see a list of all active staff members. You can search for a staff member by typing their name in the search bar. You can also toggle whether or not deactivated staff members are displayed. You can view non-archived staff invitations and resend an invite if a certain staff member has not accepted their invote and logged into the system. This is where you would go if you wanted to add an additional staff member. Additionally, you can click on the staff members name and edit their role within the system, their effective hourly rate, whether or not they are active, whether or not they are able to be viewed on the public site and the order they are displayed on the various dropdown menues within the system. You can also edit their permissions to create/edit/delete, view only or none for everything ranging from estimates to invoices. Additionally, you can edit their contact information, create their public-facing bio and public-facing photo.

    -Services - Here you will see a list of active services for your particular location. You can toggle to view inactive services as well. This will allow you to go in and make any inactive service active and able to be used. You can also add a parent/child service. Additionally you can edit the perameters of any active service.

-Public Site - This takes you to the public-facing site for your currently selected location. Once on the public-facing site, you are able to explore the version of the site that the public sees, note any needed changes and then go back to MM360 and make those needed changes.

-Owner Admin - This take you to the old STWare site that you are probably well familiar with.

-Refresh Current Page - This option resets the page to reflect any changes you may have made.