Navigation

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.

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

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