Home & notifications
Find today’s work, navigate the app and follow notifications to the right record.
Start here
Section titled “Start here”- Start your day from Dashboard
Find today’s work, review the dealership overview and follow notifications to the right record.
10 min read · Video walkthrough - Move between Carvio workspaces
Use the main navigation, creation shortcuts and account menu to reach the work you need.
4 min read · Video walkthrough - Find a page or record with Search
Search by a familiar name or label, choose the right result type and open the matching record.
4 min read · Video walkthrough
Today’s work
Section titled “Today’s work”- Review today’s tasks and appointments
Use Today to identify overdue work, upcoming visits and the full workspace for each.
4 min read · Video walkthrough - Complete a task from Dashboard
Finish an open Today task and verify its saved status separately from its notification.
4 min read · Video walkthrough
Dashboard summaries
Section titled “Dashboard summaries”- Review leads from Dashboard
Assign a waiting enquiry and read current stages and recorded lost reasons without confusing their scope.
6 min read · Video walkthrough - Review Dashboard sales and inventory
Read the overview figures and fixed-period comparisons, then open a vehicle by stock number.
6 min read · Video walkthrough - Review a Dashboard finding
Open a Needs attention finding, review its evidence and distinguish a recommendation from a completed action.
3 min read · Video walkthrough
Notifications
Section titled “Notifications”- Use Notifications
Read attention items and activity, open the relevant work and verify what changed.
8 min read · Video walkthrough - Mark notifications read or unread
Dismiss an item from the attention queue, undo a mistake or restore an item for later review.
4 min read · Video walkthrough - Review notification history
Find an older or previously read item with the All/Unread filters and page controls.
4 min read · Video walkthrough - Mark all notifications read
Review the whole-history confirmation and clear unread state without confusing it with completing work.
4 min read · Video walkthrough
Recovery
Section titled “Recovery”- Resolve Dashboard and notification problems
Recover loading or save failures and check empty or stale views against the actual work.
5 min read · Video walkthrough

