Navigating YND OS
YND OS is organized around a sidebar of nav items, a set of quick actions for common tasks, and search to jump straight to a record. What you see depends on your role — the sidebar only shows pages you're allowed to open.
The sidebar, group by group
The sidebar groups pages roughly by function. Not every user sees every group — access is controlled by role, and some pages add extra access through Permission Sets.
Everyone sees:
- Mission Control (
/) — your home/dashboard view. - Communications (
/communications) — messaging and customer communication history. - Training (
/training) — training materials.
Field & scheduling:
- Field Portal (
/field) — project managers and managers. - Dispatch (
/dispatch) and Routing (/routing) — dispatchers, CSRs, managers. - Schedule (
/schedule) — CSRs, dispatchers, managers. - My Schedule (
/my-schedule) — Door Experts, PMs, Design Concierges, CSRs, managers (your personal calendar). - Appointments (
/appointments) — CSRs, Door Experts, PMs, managers.
Sales & customers:
- Customers (
/customers) and Opportunities (/opportunities) — CSRs, Door Experts, PMs, Design Concierges, managers, executives. - Proposals (
/proposals) — Door Experts, Design Concierges, managers, executives. - Payments (
/payments) — CSRs, managers, executives. - Call Recordings (
/recordings) — CSRs, Door Experts, PMs, managers.
Design & pricing:
- Price Book (
/pricebook), Catalog (/libraries), Configurator (/configurator) — Door Experts, Design Concierges, managers (Price Book also open to executives). - Imagine (
/imagine), Inspirations (/inspirations) — Door Experts, Design Concierges, managers, executives. - Gallery (
/gallery) — the above plus CSRs and PMs.
Projects:
- Projects (
/projects) — PMs, reconcilers, managers, executives, and installers (read-only).
Admin:
- Users, Permission Sets, Tags — admin only.
- Warranty Content (
/admin/pricebook-warranty) — admin, manager. - ServiceTitan Integration (
/admin/integrations/servicetitan) — admin, executive. - Internal Notes Guidelines, Sales Coaching — admin only.
- Feedback (
/admin/sandbox-feedback) — admin, manager.
Note: A few real pages aren't in the sidebar at all, including the manager approvals queue (/approvals). If your job involves approvals, ask your manager how you're expected to reach it.
Quick actions
Quick actions are shortcuts for the tasks people do most, so you don't have to hunt through the sidebar. The most notable one is New Booking + Start Recording, which opens /bookings/new (the CSR 4-box intake: Align, Diagnose, Design, Decide) and automatically starts a call recording. Look for quick actions near the top of Mission Control or within relevant list pages.
Search
Use search to jump directly to a customer, opportunity, or record instead of browsing lists. This is the fastest way to find a specific person once you know their name, phone number, or address.
Tip: If you can't find a page you expect, first check whether it's simply not part of your role (see General FAQ) before assuming something is broken.