Professional Home
Last updated: 2026-09-27
Professional Home in the Marine Professionals menu opens /professionalHome (ProfessionalHomeWidget).
Tap the logo in the app bar to open the menu. The logo does not open Select Client.
The menu sheet includes Send Feedback. The tooltip is "Send Feedback". See Send Feedback.
Select Client
Select Client is the chevron on the professional app bar, not a menu row and not its own route.
- Tap the chevron. Its tooltip is "Select client". The control key is
select-client-chevron. - Pick a client in the panel that opens. Each row is
ClientBitsCustom. - Use Add Vessel in the menu, or the row's Add Vessel action, to create a vessel for that client. See Managing Clients.
On a phone the row stacks three parts: the client name (with email and phone), the vessel chips, then the quick actions. On a wider screen those three parts stay in one row.
Quick actions on the row, each with its tooltip:
- New Task
- New Quote
- New Invoice
- Add Vessel
The row itself is a button named with the client name.
Workspaces
The home page has a Workspaces grid. The tiles are Surveyor Workspace, Client Management, Vessel Management, Services & Parts, Tasks hub, Bookings & Calendar, and Quotes Management. Those tiles open the same screens as the matching menu items.