Part 5 — Reference · Chapter 5.2

Screen-by-Screen Reference

This page maps the whole application, screen by screen. Each entry says what a panel is for and which chapter teaches it. You see a panel only when your role allows it and your license includes it, so your BigWave may show fewer (chapter 1.4).

Most screens have a list of panels down the left side, in groups. Click a panel to open it on the right.

The work order screen. Its panels run down the left in groups, and the open panel fills the right

Home page

Group	Panel	What it is for	Chapter
My Items	Profile	Your contact details, password and Google Calendar link	2
	Assignments	Work assigned to you	2, 17
	Region Assignments	Work orders in the regions you cover. Admins can set its statuses and tags.	6, 8
	Projects	Projects where you are on the team	9
Workflows	One entry per workflow type	Your counts for each, plus Attention Required	7
Global	All Work Orders	Every work order. Admins set its default statuses and tags.	3, 15
	Create Work Order	The form for a new work order	15
	Deliverables	Required documents across the company	12
	Resource Calendar	The dispatch board	16
	Scheduled Events	Upcoming scheduled work across the company	16
Manage	Asset Types	Equipment classes. Needs the asset license.	20
	Customers, Projects, Partners, Technicians	The master lists. Technicians has Add Technician.	8, 9, 21, 6

Menu item	What it is for	Chapter
Setup	Company settings and global lists	see below
Accounting	Active Logins and the Invoices / Payments report	19
Materials Management	Parts, Assemblies and suppliers	see below
Workflows	Every workflow in the company	7

Actions > Setup

Group	Panel	What it is for	Chapter
Main	Details	Company profile and logo	5
	Contacts	Office staff and their logins	5, 6
	Holiday Schedule	Company days off	5
	Import / Export Center	Company data in bulk	24
	Invoicing	Company billing settings	19
Global Items	Comment Prefills	Ready-made comment text	5, 15
	Custom Fields	Fields available on every project	10
	Deliverables	Required documents for every project	12
	Documents, Document Folders, Document Templates	Company files, folder layouts and Word templates	12
	Rating Categories	What technicians are rated on	6
	Report Windows	Named date ranges for reports	23
	Security Roles	What each role can see and do	4
	Status Defaults	The status list new projects start with	7
	Tags	Tags for every project	10
	Workflow Types	Company workflow definitions	7
Integrations	GeoTab, QuickBooks, WorkMarket	Shown only when that integration is on. Work Market is legacy.	5, 19
Other	Audit Trail	Changes to company setup	23

Actions > Materials Management

Panel	What it is for	Chapter
Materials Database	The parts catalog	11
Assemblies	Bundles of materials, labor and other Assemblies, with their categories and Replace Part	11
Suppliers	The companies you buy from	21
Warehouses	Stock locations, for companies that keep parts	20, 21
Import / Export Center	Materials and Assemblies in bulk	24

Each panel shows only to roles that have it under the Materials Management permission.

Reports

The Reports area opens from its own link when it is available to your company. Reports shows the charts. Setup holds Milestone Mapping, Activity Classification, Company Holidays and Default Windows. Chapter 3.9.

Customer screen

Details, Contacts, Billing Addresses, Sites, Projects, Work Orders, Create Work Order, Assets, Payment History, Site Regions, Tags, Documents, site Custom Fields, Import / Export Center, Audit Trail. Chapter 2.4. Payment History is in chapter 3.5.

Site screen

Details (with the Site ID), Contacts, Create Work Order(s), Assets, Documents, Work Order History, custom fields, Audit Trail. Chapter 2.4.

Project screen

A project has tabs across the top. Each tab has its own panel list.

Tab	Panels	Chapter
Site Tracking	Work order counts by status	22
Tags	Work order counts by tag	10
Workflows	Workflows on this project	7
Reporting	Scheduled Events, Missed Schedule Dates, Scheduled Reminder Report, Deliverables, Document Uploads, Supplier Orders, Technicians Used, Timecards, and Issues (Summary, Details)	23
Details	Information, Contract (rates), Documents, project custom fields, Audit Trail	9, 11
Setup	See below	9

The Setup tab has two groups:

Initialization: Work Order Templates, Create Work Order(s), Delete Work Orders, Copy From Project, Import / Export Center.
Other: Alerts, Asset Scheduling, Comments, Custom Fields, Document Folders, Document Templates, Deliverables, Issue Types, Preferred Materials, Project Options, Project Reports, Project Team, Report Windows, Statuses / Tags, Workflow Types.

Chapter 2.5 tours the Setup tab. Chapters 7, 10, 11, 12, 13, 20 and 22 teach the parts.

Work order screen

Details (with Customer, Site and Dispatcher Notes buttons), Schedule and Assign, Time / Materials / Expenses, Technician Ratings, Comments, Documents, Deliverables, Assets, Quote / Invoice, Supplier Orders, Invoices (what customers see), Workflows, work order and site custom fields, Audit Trail. Chapter 3.1 tours it. Chapters 16 through 19 teach the working panels.

Technician screen

Assignments, Contact Information, My Badge, Ratings, Services, Documents, Work History, Out Of Office, Workflows, custom fields, Audit. Chapter 2.2. Field work is in chapter 3.3.

Partner screen

Details, Contacts, Technicians, Projects, Customers, Assignments, Documents, custom fields, Audit Trail. Partner users also see My Profile. Chapter 3.7.

Asset type and asset screens

Asset type: Details, Assets, Workflows, Custom Fields, Document Folders, Standard Documents, Statuses, Workflow Types, Import / Export Center, Audit Trail.

Asset: Details, Documents, Standard Documents, Location History, Work Order History, Assignment History, Workflows, custom fields, Audit Trail.

Both are in chapter 3.6.

Workflows screen

Open it from Actions > Workflows. It lists every workflow in the company, grouped as Work Order Types, Asset Types, Project Types and Technician Types. Chapter 2.3.