Navigating the portal

The left sidebar groups every screen into five collapsible sections - Work, Operations, Communications, Marketing, and Account - plus a bottom tray that's always visible. The day-to-day ops are in Work and Communications; back-office tooling is in Operations; anything marketing or visibility lives in Marketing; billing and team settings are in Account.

Work - customer-facing daily ops

• Customers - homeowner + business records, service history, equipment installed.
• Quotes - build, send, and accept quotes; one-click convert to invoice.
• Invoices - outstanding + paid; manual cash/check recording.
• Schedule - calendar + map views, smart booking, route optimization.
• Memberships - recurring membership plans sold to customers.
• Change orders - signed addendums to in-flight jobs.
• Projects - multi-visit job rollups for bigger remodels or installs.
• Expenses - per-job + per-truck cost tracking.
• Contracts - recurring service contracts with autopay, auto-invoice, or manual collect.
• Agreements - BYO service agreement templates with native e-sign.

Operations - back-office shop management

• Team - your roster of field techs and who has portal logins.
• Workforce - Schedule, Time off, Timesheets, and Commissions in one tabbed hub.
• Fleet - service trucks, maintenance history, compliance dates.
• Skills & Certs - the skills and certification catalog your techs are assigned from.
• Parts - parts inventory per truck + warehouse, low-stock alerts.
• Pricing book - centralized service pricing so techs quote consistent prices in the field.
• Refrigerant - EPA-compliant refrigerant tracking (HVAC shops).

Communications - phone + SMS + receptionist

• Calls - every call your AI receptionist answered, with transcripts + recordings. Voice / Front Office tiers only.
• Messages - two-way SMS conversations with leads and customers.
• Receptionist - voice config, greeting, escalation rules. Voice / Front Office tiers only.
• Voicemail - messages left after hours (shown when calls go unanswered).
• Forwarding - call-forwarding setup for major U.S. carriers.

Marketing - full acquisition funnel + reporting

• Leads - inbound from email/web/SMS/voice with category + urgency tags.
• Pipeline - drag-and-drop kanban: new → contacted → quoted → booked → won.
• Outreach - your own cold-call list with status pipeline.
• Reviews - Yelp/Facebook/Google scraped daily; AI drafts replies you approve.
• Content - GBP posts + blog drafts the AI publishes or sends for review.
• Reports - P&L, aging, sales tax, and monthly summaries.
• Marketing sources - tag each inbound channel to measure per-source ROI.
• Growth audit - AI analysis of your local Google presence vs. competitors.

Account - billing + strategy

• Billing - your current plan, invoices, and payment method.
• Memberships - your own Plyrium subscription tier (not customer memberships).
• Strategy call - Front Office only; book your quarterly 45-min review.

Bottom tray - always visible, not customizable

The tray at the very bottom of the sidebar stays put as you scroll through the nav and can't be hidden or reordered. It contains Settings, Profile, Help (submenu with KB categories), Sign out, and the light/dark theme toggle.

Customizing the sidebar

Click 'Customize navigation' at the bottom of the main nav to enter edit mode. In edit mode you can drag items to reorder within a section, click ⭐ to pin an item to a 'Pinned' cluster at the very top of the nav (useful for your 5 most-visited pages), or click ⊘ to hide items you never use. Changes save to localStorage - your layout persists across sessions but resets if you clear browser data. Bottom tray items can't be customized.

Section collapse

Each section header is a toggle - click to collapse. Collapsed sections show a count of their items so you know what's inside. All five sections start collapsed on a new account; the pinned defaults (above) cover the daily essentials. Open sections persist in localStorage.

Mobile

On phones, the sidebar collapses to a hamburger icon in the top-left. Tap it to open a slide-over drawer with the same sections. The bottom tray items (Settings, Profile, etc.) appear at the bottom of the drawer.