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Info

  • Tool bar contains one-click icons for the most used modules.

  • Menu bar duplicates the icon targets and navigates to many other modules.

  • Help menu provides more information on Crows Nest.

Info

Crows Nest modules use Forms to present and interact with your data.

  • Navigate to a Form (1) by selecting menu items from the Toolbar (2) and/or Menu bar (3).

  • Open a Form in its own window with the Popout icon in the Toolbar

  • Forms organize information with sub-forms called Tabs.

  • Click on a Tab to open its sub-forms.

...

Module

Description

Toolbar icon

Menu bar path

Toolbar options

show icon names (5) in toolbar

Settings > Show Toolbar Text

Refresh

reloads forms

Refresh

Popout

opens form in new window

Popout

Project

project management

Project

Data > Project

Tasks

task list, timeline, report

Tasks

Data > Tasks

Businesses

contact data

Businesses

Data > Businesses

Contacts

contact data

Contacts

Data > Contacts

Employees

profiles, permissions

Employees

Data > Employees

Timeclock

time tracking

Timeclock

Data > Timeclock

Purchase Orders

create and manage POs

Purchase Orders

Purchasing > PO (Purchase Orders)

Inventory

warehouse functions

Inventory

Purchasing > Inventory

Manifests

shipping documents

Manifests

Data > Manifests

Invoices

billing documents

Invoices

Accounting > Invoices

Project Cost

budget vs actual costs

Project Cost

Accounting > Project Cost

Estimates

takeoff, labor, material

Estimates

Estimating > Estimates

Reports

view and export reports

Reports

Data > Reports

Calendar

multiple filtered views

Calendar

Data > Calendar

Timeline

visualize tasks across time

Timeline

Data > Timeline

Organization

create and edit organization chart

Data > Organization

Equipment

asset table

Data > Equipment

Resources

organize work groups

Data > Resources

Queries

custom data filters

Data > Queries

Parts

manage parts library

Purchasing > Parts

Part Lists

group parts into sets

Purchasing > Part Lists

Colors

color details of materials

Purchasing > Colors

Quickbooks Timeclock Transfer

export payroll data

Accounting > Quickbooks Timeclock Transfer

Quickbooks PO Transfer

export purchase orders

Accounting > Quickbooks PO Transfer

Xero PO Transfer

export purchase orders

Accounting > Xero PO Transfer

Net Worth

assets / liabilities dashboard

Accounting > Net Worth

Export Labor

export payroll data

Import/Export > Labor

Export Invoices

export invoices

Import/Export > Invoices