Getting Around in 1Stop

Getting Around in 1Stop

In this article we'll go over the global navigation elements of 1StopInstall, helping you navigate the system to find what you are looking for.


1. Main Navigation Bar - Always present at the top of the page, the Main Navigation Bar is where you will find access to all of your modules, as well as other useful tools.
2. Module List - Most frequently used modules are listed for easy access, and clicking the three dots at the end of the row will show all the other modules.
3. Search - Clicking the magnifying glass will open the Search functionality, enabling you to search for any record in 1Stop.
4. Records View - Different users have different preferences, so here you can customize the various ways records can be displayed.  
5. Action Button - On many pages, the action button will allow you to create new records, send emails, and various other actions that are frequently used.
6. Notifications - Any system notifications that need your attention can be found here.
7. Calendar - Go right to your calendar with day, week and month views.
8. Settings - Used mostly for administrators, this is where users are created, profiles are managed, and many other system settings.
9. Profile - Update your personal settings by clicking on My Account under your profile.

    • Related Articles

    • Data Backup

      Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
    • Add Reversing Change Order

      If you need to reverse an approved change order you can automatically create this reversing Change Order by selecting the Add Reverse Change Order button. This article provides the step by step instructions to complete the creation of a reversing ...
    • Move Not Approved Sale Back to Sold

      This article will provide an overview on how to move a Not Approved Sale record back to the Sold state so it can be approved. It is important to note that if you are moving a Not Approved sale record back to Sold that the Sign Date be in an active ...
    • Text Messaging Overview

      Texting is one of the fastest and most direct ways to connect with customers. With 1Stop, you can send and receive text messages right from a contact record — and even automate texts to go out as soon as a lead enters your system. This guide walks ...
    • Sending Text Messages

      Introduction Enhance your customer engagement and streamline communication with text messaging fully integrated with 1Stop. In today's fast-paced world, texting offers a personalized and efficient means to connect with leads and customers alike. ...