EasyInstall Knowledge
Contact Specialist
Getting Started

Dashboards, navigation, file manager, and everyday usage habits

Learn how to move through the CRM efficiently using dashboards, the grouped sidebar, quick search, file manager, and responsive layouts.

10 min read Updated August 21, 2026
Quick Summary

The system provides role-aware dashboard routing (`dashboard`, `dashboard-`sub`, `client dashboard`) and a global `file manager` for isolated tenant asset storage.

Interpreting Dashboard Data

The dashboard executes lightweight aggregate queries (dashboard job summary) to render immediate operational health.

  1. Log in. The login handler determines your role (Admin, Subcontractor, Client) and routes you to the correct dashboard view.
  2. Review the top KPI cards. These read from cached SQL views to minimize database load.
  3. The Due Soon block queries the jobs table for timestamps within the next 48 hours.

Managing the Global File System

The file manager provides a GUI over the uploads/ directory, isolating tenant files from system execution paths.

  1. Navigate to Platform > File Manager.
  2. The UI maps directly to the physical server directory structure (uploads/tenant_id/).
  3. Use the dropzone (upload files manager) to ingest general assets.
  4. Click the trash icon to trigger delete files manager, which permanently unlink()s the file from the disk.
Related Guides

Keep going in the same area.

System overview: what is in Easy Install Solar CRM and how everything fits together

A complete product map showing every major area in the CRM, how the modules relate to each other, and the best mental model for using the system efficiently.

12 min read August 21, 2026
Read guide

Onboarding, branding, and first workspace setup

Learn the recommended setup flow after signup, including onboarding, company settings, theme controls, branding, mail settings, and the first admin configuration steps.

11 min read August 21, 2026
Read guide

Settings, custom fields, branding, and design controls

Use settings pages to shape the workspace, including custom fields, fonts, sidebar controls, routing preferences, mail options, and company identity.

9 min read August 21, 2026
Read guide

Hello. I'm an AI assistant and can help you find technical answers. What questions do you have about Easy Install Solar CRM?