Finding your way around
What each item in the left menu does, how the store dropdown works, and where your account settings live.
Flux has one left-hand menu on every page, a store dropdown at the top, and a user menu under your email in the top-right corner.
The left menu #
| Menu item | What it is for |
|---|---|
| Dashboard | Open work orders and estimates by status, and appointment requests from your website. Your home screen. |
| Appointments | The calendar of scheduled work. |
| New Work Order | Start a ticket: estimate or work order. |
| Customer List | Find and edit customers, their contacts, vehicles, notes, and history. |
| Vendors | Your suppliers. |
| Inventory | Stock parts and tires, vendor invoices, and the reorder list. |
| Settings | Store details, logo, labor rate, tax rates, team members, service reminders, and payment methods for the selected store. |
| Reports | Posted totals, receivables, payables, productivity, and more. |
| Company Dashboard | All your locations side by side. |
| User Accounts | Logins and roles. |
| Billing | Your plan, trial, card, and the customer portal. |
| Help | This help center, in a new tab. |
| Report Bug | Sends us details of the screen you are on. Use it whenever something looks wrong. |
On narrow screens the menu collapses behind the ☰ button. On a desktop you can shrink it to icons with the arrow at its foot.
The store dropdown #
If your login has access to more than one store, the dropdown at the top picks the one you are working in. Everything you see belongs to that store: tickets, customers, inventory counts, settings, and reports. Switch stores before starting a ticket for another location.
The user menu #
Click your email at the top right for My Account (change your password, AI assistant access), Billing, User Accounts, Help Center, and Logout.
Banners you may see #
- A yellow or red bar at the top counts down the days left in a free trial and links to Billing to add a card.
- "Get set up" is the onboarding checklist. Tick steps off as you complete them or dismiss it when you are done. See Getting started.