Clean Estimate V2 Office Navigation

The Clean Estimate V2 web workspace uses a navy left sidebar and a compact top bar. The frame remains visible while you move between office workflows, so customer search, organization switching, and account controls stay in the same place.

Left Sidebar

The sidebar groups the available destinations into three sections:

• Work contains Home, Clients, Pipeline, Estimates, Price Book, Approvals,

Inbox, Phone, and Tasks. Phone is the current read-only, location-scoped call activity workspace; outbound calling and AI coaching remain separate parity work.

• Field contains Calendar, Plans, Ops, and permission-gated Canvassing.

Calendar combines sales appointments and service jobs; its All jobs view keeps the complete job catalog on the same /calendar page. Calendar crew administration appears only with Manage calendar permission. Estimate appointments and sales follow-up events remain the next V1-parity event types; they have not been removed from the product plan.

• Business contains Invoices, Reports, and Settings.

Navigation is permission-aware. Approvals appears only for teammates who can approve below-floor pricing, Reports appears only for teammates who can view financial reports, and invoice write actions appear only for teammates with billing permission.

On a desktop, use Collapse at the bottom of the sidebar to switch between the full rail and the icon-only rail. The preference is saved in that browser. The navy rail remains visually continuous while a long workspace page scrolls. On a phone or narrow browser window, use Open menu in the top bar. The sidebar opens as a drawer and closes when you choose a destination, tap outside it, or press Escape.

Settings navigation

Settings navigation stays available across pages, grouped under Workspace, Money & team, and Connections. At desktop widths, the groups appear in a side rail; at narrow web widths, a section selector replaces the rail. Existing permissions determine which settings appear, and a nested settings page keeps its parent section active. Tags and Online booking appear within these groups.

Top Bar

The top bar shows the current workspace area, global search, the active organization, and the signed-in user.

Search accepts customer names, contacts, service addresses, lead numbers, and lead details. It also finds estimates by estimate number, customer, or property and jobs by job number, title, customer, or property. Estimate and job results appear in separate groups with their record numbers and open the matching records. Invoice support appears only when your role can access invoices. A lead result opens the lead detail page directly. Customer, contact, and property results open the matching client record.

On a phone, select the search icon to open the full-width search field. Search and the mobile menu keep keyboard focus inside the open panel until you close it.

Home Dashboard

Home is the live service-operations dashboard for the active organization. It uses the same warm workspace, dark teal, and orange visual system as the rest of the V2 office experience while keeping the working V2 data and permissions intact.

The top of the dashboard summarizes real operational counts for jobs today, scheduled jobs this week, accepted work that still needs a schedule, sent proposals awaiting a customer response, and below-floor pricing requests when the signed-in teammate can approve them. Refresh reloads the dashboard from the current workspace instead of showing sample or decorative metrics.

The Action queue groups the work that needs attention:

• Accepted work to schedule links to the jobs that were created from

accepted estimates but do not have a service date yet.

• Pricing approvals appears only for teammates with approval permission and

links directly to the related estimates.

From Calendar or All jobs, teammates with Manage calendar can select New job to create one-time standalone work for an existing active customer and saved property. They can leave it unscheduled or provide the complete date/start/duration schedule immediately; CE Pro assigns the new job's visible number and opens its detail page.

• Proposals awaiting an answer uses the current non-expired sent-estimate

list and links directly to each estimate.

• Leads gone quiet appears only for teammates with financial-report access

and shows open leads that have not been touched for more than seven days.

Today's schedule and This week are read from the live job board in the workspace's service timezone. Teammates with financial-report access also see the real month-to-date booked proposal value and net collected amount. The dashboard does not create a leaderboard, task list, lead-source chart, ROI score, or other fabricated business data.

On a phone, the summary cards, action queue, and schedule stack in the same priority order. Each queue preview and schedule row remains a direct link to the underlying job, estimate, or lead.

Public Proposal Links

Customer proposal links do not show the private office sidebar, organization switcher, search, or account controls. A customer can open the secure proposal link from email or text, review the scope, download the PDF, accept or decline, and pay a required deposit without signing in to the office workspace.

Current Screen Coverage

The redesigned frame applies to every signed-in V2 office page. Home uses the service-operations dashboard described above, the Clients list uses the shared cards/table controls, and Pipeline now uses the same Clean Estimate visual system for its Board, All leads, Map, Follow-up, and Sources views. Pipeline views use only persisted lead, property, appointment, source, assignment, and value data; map pins and source totals are never sample content. Phone uses the same frame for factual daily totals, voice readiness, filters, search, call history, conversation links, and retained voicemail playback. Other workflow screens use the same frame and visual system while retaining their page-specific controls.