Navigating Velosiq

The sidebar

The left sidebar is your main navigation: Dashboard, Clients, Invoices, and — depending on your plan — Calendar, Proposals, Projects, Products, Expenses, Assets, and Analytics. On phones the sidebar collapses into a menu button, and a bottom bar gives you one-tap access to the essentials.

Your plan determines which sections appear. If a section you want isn't visible, it's available on a higher plan — see Choosing your plan.

The dashboard

Your home screen surfaces what needs attention today:

  • Needs Attention cards — overdue invoices, current projects, proposals awaiting a response, and warranties expiring within 30 days. Each card links straight to the relevant list.
  • Upcoming Appointments — today's scheduled appointments, with a heads-up count for tomorrow.
  • Revenue Overview — a chart of money actually collected, with Daily, Weekly, and Monthly views.
  • Recent Activity — your latest invoices at a glance.

The search box in the top bar (a magnifier icon on phones) searches your clients, invoices, and assets as you type — names, emails, phone numbers, invoice numbers, serial numbers. Type at least two characters, use the arrow keys to move through results, and press Enter to open one.

Notifications

The bell icon shows in-app notifications — invoice status changes and warranty alerts — with an unread badge. See Notifications for how to choose what you're notified about.

Your user menu

Click your avatar in the top-right for quick links to Reminders, Settings, Invoice Templates, and Manage Subscription, plus:

  • Appearance — switch between Light, Dark, and Auto (follows your device).
  • Log Out

Help, anytime

The ? icon in the top bar opens this Help Center in a new tab, so you never lose your place in the app.