Help contains information on all aspects of Crows Nest.
Tool bar contains one-click icons for the most used modules.
Menu bar duplicates the icon targets and navigates to many other modules.
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 |