Search Results

BuildRunKit Strategy Hub: Strategy Dashboard The Strategy Dashboard serves as the central hub for managing strategy boards, task tracking, problem mapping, and documentation insights across projects. Strategy Board Cards Top metrics cards display the total ac...

BuildRunKit Invoice: Invoice Dashboard Overview Location & Navigation Sidebar Top Left Action: <- Back button to return to main workspace navigation. Module Views: Invoice Dashboard (Currently Active) Invoices Items Clients Companies Bottom ...

BuildRunKit Invoices: Invoices Sub-Section The Invoices sub-section provides central management for creating, tracking, filtering, and reporting on all customer billing statements and payment statuses. Invoice Summary Metrics Top KPI cards display key billing...

BuildRunKit Invoices: Items Sub-Section The Items sub-section provides central management for your products and services catalog used across billing records. Item Summary Metrics Top KPI cards display key catalog breakdown totals: Total Items: Tracks the ...

BuildRunKit Invoices: Clients Sub-Section The Clients sub-section provides central directory management for client profiles, contact information, associated companies, and billing accounts. Client Summary Metrics Top KPI cards display key directory breakdown ...

BuildRunKit Invoices: Companies Sub-Section The Companies sub-section provides central directory management for client businesses, partner organizations, and associated company accounts. Company Summary Metrics Top KPI cards display key organization breakdown...

BuildRunKit Invoices: Settings (Company Tab) The Invoice Settings panel allows configuration of core billing parameters, business identification details, invoice styling templates, currencies, and data management options. Navigation Tabs Company: Selected a...

BuildRunKit Projects: Projects Dashboard Location & Navigation Sidebar Top Left Action: <- Back button to return to main workspace navigation. Module Views: Dashboard (Currently Active) Projects Milestones Tasks Activity Log Bottom Sidebar L...

BuildRunKit Projects: Projects Sub-Section Location & Navigation Sidebar Top Left Action: <- Back button to return to main workspace navigation. Module Views: Dashboard (Currently Active) Projects Milestones Tasks Activity Log Bottom Sideb...

BuildRunKit Projects: Milestones Sub-Section Location & Header Page Heading: Milestones Sub-description: "Track milestones across all your projects." Header Actions: + New Milestone: Primary action button to create a new project milestone entry. Gen...

BuildRunKit Projects: Tasks Sub-Section Location & Header Page Heading: Tasks Sub-description: "Track tasks across all your projects." Header Actions: + New Task: Primary action button to create a new task record. Generate Report: Opens the Project ...

BuildRunKit Projects: Activity Log Sub-Section Location & Header Page Heading: Activity Log Sub-description: "A log of all actions across your projects." Top Metric Summary Cards Total Activities: Tracks total recorded system actions across all projec...

BuildRunKit Projects: Projects Settings - Import / Export Tab Location & Header Breadcrumb Trail (Traction Navigation Path): Settings > Projects > Import / Export Page Heading: Projects Settings Sub-description: "Manage project configurations, integra...

BuildRunKit CRM Dashboard Overview The BuildRunKit CRM Dashboard provides an high-level view of your sales pipeline, contact metrics, task progression, and recent client activity. Left Navigation Sidebar The left navigation panel gives quick access to core CR...

BuildRunKit CRM: Contacts Sub-Section The Contacts sub-section provides central directory management for tracking leads, individual client representatives, and account contacts. Header & Action Buttons New Contact: Direct action button to open the contact r...

BuildRunKit CRM: Companies Sub-Section The Companies sub-section provides central organizational tracking for client businesses, partner organizations, and parent accounts. Header & Action Buttons + New Company: Direct action button to open the company se...

BuildRunKit CRM: Deals Sub-Section The Deals sub-section provides central pipeline tracking to manage active sales opportunities, forecast revenue, and monitor deal conversion metrics. Header & Action Buttons + Add Deal: Direct action button to open the new...

BuildRunKit CRM: Pipeline Sub-Section The Pipeline sub-section offers a Kanban-style view of your sales process, allowing you to drag and drop deals across custom stages while monitoring stage-by-stage valuations. Header & Action Buttons Pipeline Settings: ...