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Goldilocks Invoice Dashboard

Goldilocks Invoice Dashboard

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Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you a "at a glance" view of your latest activity and provide fast jumps into your most important billing workflows.

Managing Your Workspace

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At the very top of the left sidebar, you will see your current workspace name. BuildRunKit allows you to manage multiple business environments from a single account.

How to Switch Workspaces:

    Click the Workspace Selector: Click on the workspace name at the top of the sidebar.

    Select from the List: A dropdown menu will appear showing all workspaces you have access to (such as "Official BuildRunKit Employee Workspace" or "Training & Demo").

    Instant Switch: Click on the desired name to instantly switch all data (Invoices, Customers, and Items) to that workspace.

    Create New: You can also click "+ Create workspace" at the bottom of this menu to start a brand new business environment.

    Activity Overview Cards

    At theThe top of the dashboard, you will see three main stat cards thatprovide tracka quick count of your latest synced items:data:

    • Invoices: Displays the totalTotal count of your recent billables.billable documents.

    • Customers: Shows theTotal number of clients currently in your database.

    • Items: Tracks the totalTotal number of servicessaved or services/products youin haveyour saved.catalog.

    Quick Action Sections

    The

    dashboard is split into dedicated zones to help you manage your data quickly:

    Recent InvoicesInvoices: (Center) This is whereView your latest drafts or sent and drafted invoices will appear.

      Action:items. Click the brown "Create your first invoice" button in the middle to start billing a clientnew immediately.bill.

      Recent CustomersCustomers: (RightSee Sidebar)newly Keepadded track of the fresh contacts you have added.

        Action:contacts. Click "Create your first customer" to add a new client's contact and billing information to the system.client.

        Recent Items (Right Sidebar)Items: View yourrecently newest billable items orsaved services.

          Action: Click "Create your first item" to addexpand a standardyour service (like "Consulting" or "Web Design") to your catalog for easy selection later.catalog.

          Navigation & SettingsSidebar

          The sidebar onprovides thequick leftlinks stays with you as you work:to:

          • MainDashboard: Navigation:Returns Jumpyou betweento thethis Dashboard,overview Invoices, Customers, and Items.page.

          • AccountInvoices: Controls:View Atyour thefull bottomhistory of thesent, sidebar,paid, youand canoverdue accessbills.

            Settings,
          toggle

          Customers: Access your Themefull (Light/Dark),client changedirectory.

          Items: Manage your Language,full orlibrary Logof out.billable products and services.

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