Part 4 — Reference · Chapter 25
Screen-by-Screen Reference
A map of the whole application, panel by panel, in the order the screens present them. Each entry is a line or two plus the chapter that teaches it. Panels appear only when your role can read them and your license includes them, so your BigWave may show a subset. Chapter 4.
Home page
| Panel | What it is | Chapter |
|---|---|---|
| My Profile | Your own contact record, password, Google Calendar connection | 2 |
| My Assignments | Work assigned to you | 2, 17 |
| My Region Assignments | Work orders in regions you cover; admins can tune its statuses and tags | 6, 8 |
| My Projects | Projects where you are on the team | 9 |
| Workflows (group) | Each workflow type with your counts, plus Attention Required | 7 |
| All Work Orders | The global work order grid; admins set default statuses and tags | 3, 15 |
| Create Work Order | The general creation form | 15 |
| Deliverables | Company-wide required-document report | 12 |
| Resource Calendar | The dispatch board, with shared monitor view and admin defaults | 16 |
| Scheduled Events | Global upcoming scheduled work | 16 |
| Asset Types | The equipment classes (asset-management license) | 20 |
| Customers / Projects / Partners / Technicians | The master lists, with Add Technician here | 8, 9, 21, 6 |
Actions Menu/Setup
| Panel | What it is | Chapter |
|---|---|---|
| Details | Company profile and logo | 5 |
| Contacts | Internal people and logins | 5, 6 |
| Holiday Schedule | Company-wide days off | 5 |
| Import / Export Center | Company-scope bulk data | 24 |
| Invoicing | Company-wide billing settings | 19 |
| Comment Prefills | Canned comment texts | 5, 15 |
| Global Custom Fields | Fields available everywhere | 10 |
| Global Deliverables | Company-wide required-document definitions | 12 |
| Global Documents / Document Folders / Document Templates | Company-wide files, folder structures, and Word templates | 12 |
| Materials Database | The parts catalog | 11 |
| Technician Rating Categories | Scoring dimensions for ratings | 6 |
| Global Report Windows | Named recurring reporting periods | 23 |
| Roles | Per-screen permission sets | 4 |
| Status Defaults | The starter status list new projects copy | 7 |
| Global Tags | Labels usable on all projects | 10 |
| Workflow Types | Global workflow definitions | 7 |
| Integrations (GeoTab, QuickBooks, Work Market) | Present when enabled; Work Market is legacy | 5, 19 |
| Audit Trail | Setup-level change history | 23 |
Actions Menu/Accounting
| Panel | What it is | Chapter |
|---|---|---|
| Active Logins | Who is licensed and logging in | 19 |
| Invoices / Payments | Cross-project billing report | 19 |
Customer screen
Details, Create Work Order, Assets, Projects, Sites, Work Orders, Payment History, Billing Addresses, Contacts, site custom field definitions, Documents, Import / Export Center, Regions (customer-labeled), custom field groups, Audit Trail. Chapter 8, with Payment History in 19.
Site screen
Details (with Site ID), Create Work Order(s), Assets, Contacts, Documents, Work Order History, custom fields, Audit Trail. Chapter 8.
Project screens
Details: Information, Contract (rates), Documents, project custom fields, Audit Trail. Chapters 9 and 11.
Setup: Work Order Templates, Create Work Order(s), Delete Work Orders, Copy From Project, Import / Export Center; Alerts, Asset Scheduling, Comments, work order Custom Fields, Document Folders, Document Templates, Deliverables, Issue Types, Preferred Materials, Project Options, Project Reports, Project Team, Report Windows, Statuses / Tags, Workflow Types. Chapter 9 tours it; 7, 10, 11, 12, 13, 20, 22 teach the pieces.
Site Tracking: the status pipeline with counts. Chapter 22.
Tag Report: counts by global and project tags. Chapter 10.
Reporting: Scheduled Events, Missed Schedule Dates, Scheduled Reminder Report, Waiting For Confirmation, Rejected, Deliverables, Document Uploads, Technicians Used, Timecards, Supplier Orders, Issues Summary, Issues Details. Chapter 23.
Workflows: workflows riding this project. Chapter 7.
Work order screen
Details (with Customer / Site / Dispatcher Notes buttons), Schedule and Assign, Time / Materials / Expenses, Technician Ratings, Comments, Documents (Add and Generate), Deliverables, Assets, Quote / Invoice, Supplier Orders, Invoices (customer view), Workflows, work order and site custom fields, Audit Trail. Chapter 15 tours it; 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 6, field practice in 17.
Partner screen
Projects, My Profile (for partner users), Assignments, Contacts, Details, Documents, Customers, Technicians, custom fields, Audit Trail. Chapter 21.
Asset type and asset screens
Asset type: Details, Assets, Workflows, Custom Fields, Document Folders, Import / Export Center, Standard Documents, Workflow Types, Statuses, Audit. Asset: Details, Documents, Standard Documents, Location History, Work Order History, Assignment History, Workflows, custom fields, Audit Trail. Chapter 20.
Inventory screen
Search Inventory and its Import / Export Center, for companies stocking parts. Chapters 11, 20, 21.
Workflows screen
All workflows across the company, grouped by kind: work order, asset, project, and technician types. Chapter 7.