​

🔧 TORQ Dashboard – General Overview

📋 Main Navigation (Left Sidebar)

• Control Panel

  • Returns you to the main dashboard screen.

• Chat

  • Central place for communication with customers (text-based messaging).

  • All internal and external conversations happen here.

• Scheduling

  • Manages the team calendar.

  • Schedule jobs, appointments, and team availability.

• Clients

  • Master list of all customers.

  • Stores contact info and customer history.

• Opportunities

  • Tracks job progress and status.

  • Examples: printing, install, design, etc.

  • Functions as the job pipeline.

• Employees

  • Team member management.

  • Add, edit, and track employee details.

• Invoices

  • Create and send estimates or invoices.

  • Useful for billing and quoting customers.

• Marketing

  • Connects to social media and Google reviews.

  • Helps with online presence and customer feedback.

• Automation

  • Build workflows (e.g., “If this happens → then do this”).

  • Useful for automating repetitive tasks.

  • More advanced features for power users.

• Sites

  • Create and manage custom forms.

  • Examples: Senior yard sign forms, vehicle wrap inquiries.

  • Forms can be embedded or linked on your website.

📝 Notes

• Some tabs and features are not currently used but may be explored in the future.

• Each section will be reviewed in more detail in upcoming videos (starting with Chat).

​