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.
Menu options and pathways
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 |