Dashboard Overview

The Otesse admin dashboard is the command center for your entire operation. It uses a workspace-based tab system that lets you have multiple views open simultaneously, similar to a modern code editor.

Layout

The dashboard consists of three main areas:

The left sidebar organizes your tools into modules:

CRM — Customer relationship management, bookings, and calendar
Industries — Service configuration (cleaning, junk removal, carpet cleaning)
Zones — Geographic service area management
Workflows — Automated processes, templates, and content builders
Settings — Company configuration, users, roles, and integrations

Workspace Area

The main content area uses a tabbed interface. Each entity you open (a customer record, a booking, a zone) opens in its own tab. You can:

Have multiple tabs open simultaneously
Drag tabs to reorder them
Close tabs individually or in bulk
Right-click for tab actions (close others, close all to the right)

Drawer Panel

When you click into a specific record (e.g., a booking on the calendar), it opens in a slide-out drawer on the right side. The drawer supports:

Preview mode (read-only quick view)
Edit mode (full form with save/cancel)
Resizable width (drag the left edge)
Non-blocking mode (interact with content behind the drawer)

Modules Overview

Module	Purpose	Key Features
CRM	Manage customers, bookings, and schedule	Calendar view, lead pipeline, contact management
Industries	Configure service offerings	Products, pricing, categories, extras per industry
Zones	Define service areas	Map-based coverage, postal codes, zone pricing
Workflows	Automate operations	Email/SMS templates, automation rules
Settings	System administration	Company profile, team, roles, integrations

Quick Actions

The top navigation bar provides quick actions accessible from any screen:

Search — Global search across all entities (customers, bookings, invoices)
Notifications — Bell icon with unread count
Create — Quick-create buttons for common entities (new booking, new customer, new invoice)