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Navigation Basics

Learn how to navigate DrillerDB's interface and find features

Quick Start: Navigation

  1. Use the sidebar on the left to move between sections.
  2. Press Cmd+K (Mac) or Ctrl+K (Windows) to open Search anything.
  3. Click Dashboard in the sidebar to return to your overview.
  4. Use the bell in the top bar for notifications.
  5. Click the arrow at the bottom of the sidebar to collapse it to icons.

Overview

DrillerDB has a sidebar on the left and a top bar across the top. The sidebar takes you to each section. The top bar holds search, notifications, and your account menu. On a phone, the sidebar is replaced by a bottom bar.

On desktop, you can keep the sidebar open for quick navigation or collapse it for more screen space. DrillerDB remembers your choice.

Sidebar Navigation

The sidebar is the main way to move around. It is organized into groups: Overview, Operations, Assets, Financial, People, Data, and System. Use the arrow at the bottom of the sidebar to collapse it to icons or open it again.

The console with the dark left sidebar expanded, showing grouped navigation: Dashboard under Overview; Projects, Pump/Service, Open Work, Scheduling, and Timecards under Operations; Equipment and Products & Services under Assets; with the dashboard content on the right.
GroupSectionDescription
OverviewDashboardAt-a-glance overview and key business numbers
OperationsMapsJob locations and well maps
OperationsProjectsMain project and proposal management
OperationsPump/ServiceWork orders for pump installations and service calls
OperationsOpen WorkEverything across your jobs that still needs action
OperationsScheduling & DispatchCalendar, Gantt, and list views for job scheduling
OperationsTimecardsCrew hours and time tracking
AssetsEquipmentEquipment, service logs, and maintenance tracking
AssetsProducts & ServicesYour materials and service catalog
FinancialInvoicesBilling and payment tracking
PeopleContactsCustomer, vendor, and contact management
PeopleCommunicationsEmail, text, and call history
DataReportsGenerate and view business reports
SystemSettingsCompany setup, users, and preferences
SystemHelpDocumentation, support, and help resources

Your sidebar may show more or fewer sections depending on your role, your plan, and which features your company has enabled. Examples are Wells, Shared Jobs, Image Gallery, DVIR Inspections, Accounting, Geothermal, Water Tests, Licenses & Renewals, Liens, Well Inspections, AI, and Rentals. A company can also hide modules in Settings > Modules.

Compliance has no sidebar entry. To look up state and county requirements, open a project's Compliance tab, or press Cmd+K and search for "Compliance".

  • Collapse and expand: Click the arrow at the bottom of the sidebar. The sidebar remembers whether you left it open or collapsed.
  • Collapsed sidebar: Hover over an icon to see the section name.
  • Active section: The section you are in is highlighted.
  • Unread counts: A section can show a small unread count beside its name.

Top Bar

The top bar is on every screen.

  • Page title and page actions: The title shows where you are. Buttons for that page, such as New Project, sit on the right.
  • Search anything: Opens global search. See Global Search.
  • AI and Log Call: Shown only when they are turned on for your company and role.
  • Notifications (bell): Shows a count of unread items. Open it to read them, and use Mark all read to clear the count.
  • Account menu: Opens Account settings and Sign out.

To return to your overview from anywhere, click Dashboard in the sidebar.

A round Submit feedback button floats at the bottom right of the screen. Use it to report a problem or suggest a change. On pages that have their own buttons in the bottom right corner, such as the Send button in Team Chat and in the SMS inbox, the feedback button rests above them on a desktop screen, so it never covers them.

Step-by-Step: Switch Between Sections

  1. Click any sidebar item to switch to that section.
  2. Click Dashboard in the sidebar to return to your overview.
  3. Use the browser back and forward buttons. Each section has its own page address.
  4. Follow links from notifications or search results.

Phone and Desktop Differences

Phone

  • A bottom bar replaces the sidebar. It has Home, Projects, Schedule, Time, and More.
  • More opens the full menu, with every section you can use.
  • Search is an icon in the top bar.

Desktop

  • The sidebar stays beside the page, and you can collapse it.
  • The full Search anything box shows in the top bar.

Quick Tips

  • Keyboard: Press Cmd+K or Ctrl+K for search, and Cmd+J for the AI assistant. Press Escape to close either one.
  • Search boxes in sections: Many list pages have their own search box that filters the list.
  • Missing a section? Ask an admin: a section can be hidden by your role, your plan, or the company's module settings.

Troubleshooting

Cannot find a section?

  • Your role may not include it. Ask an admin to check your access.
  • On a phone, tap More for sections that are not in the bottom bar.
  • Press Cmd+K and type the section name.

Sidebar is only icons?

  • Click the arrow at the bottom of the sidebar to open it again.

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