FurnFlowDocs
Open the app →
Docs › Getting started › Navigating FurnFlow

Navigating FurnFlow

The interface adapts to who you are: you only see the menu items your role and plan allow, and many roles land on a home screen tailored to their job. Here's how to find your way and move fast.

The sidebar is grouped by what you're trying to do. Items hidden from you simply don't appear, so two colleagues can see different menus in the same FurnFlow.

GroupContainsTypically for
HomeDashboard, Tasks, ApprovalsEveryone (Approvals: managers/owners)
SellCustomers, Quotes, OrdersSales, managers, support, finance
FulfillInventory, Suppliers, Deliveries, Installations, ServiceWarehouse, buyers, drivers, installers, support
PeopleWorkforce, Dispatch boardEveryone (Dispatch: managers, support, dispatch)
InsightsBranch reports, Purchasing reportsManagers, owners, buyers
CommunicateChatEveryone
AdminTenant admin, Settings, LicenseOwners & tenant admins

The top search bar finds records across the app. Power users can stay on the keyboard:

KeyDoes
/Focus search
?Show the full keyboard-shortcut list
nOpen notifications
uOpen the account menu
rRefresh the current view
EscClose a modal, drawer or popover
g then a letterJump: g d Dashboard · g o Orders · g q Quotes · g c Customers · g i Inventory · g n Notifications · g t Tasks · g s Dispatch board · g p Procurement · g u Suppliers · g w Warehouses · g r Deliveries · g f Installations · g v Service cases · g a Approvals · g h Chat. Press ? in the app for the full list.

👤 Role workspaces

The dashboard is not one fixed screen — it renders a workspace built for your role:

👑 Owner / 🏢 Manager

Full KPI wall, branch comparison, approvals and exceptions.

💼 Sales

Pipeline, quotes to chase, today's customers.

🏪 Warehouse / 🛒 Buyer

Stock health, reorder alerts, receiving and transfers.

🚚 Driver / 🔧 Installer

Today's stops or work orders, in order.

🛟 Support

The service queue: open, unassigned, breaching SLA.

📊 Executive / 💰 Finance

Read-only company-wide visibility and financials.

⚙️ The account menu

Click your name (top-right) for personal settings and help:

  • View profile, Preferences, Notification settings, Security & 2FA, My API keys — your account.
  • Theme — Light / Dark / System.
  • Help & support — App support tickets, Documentation (this site), Keyboard shortcuts, What's new, and Send feedback.
🔔

The notifications bell shows real events — assignments, approvals you owe, failed payments, at-risk health — and each one click-throughs to the relevant place.

📚

Tip for this docs site: press / to search across all pages, and the left list expands the current page into its sections so you can jump within a long page.