Today
The portal opens on Today, the one screen you look at rather than work in. From the top:
- Waiting on you — one line per queue: leads offered to you, overdue invoices, unanswered enquiries, quotes waiting on a reply, approved jobs without a date. Each line opens the list behind it.
- Today's diary — the cars booked in today, who's on each, and an amber line showing the time now. Technicians see only their own.
- Money — what was paid in this month, with six months of bars, plus what's outstanding and overdue.
The sidebar
It follows the way work moves. Day to day holds Leads, Quotes, Jobs, Invoices and Customers. Looking back holds Reports and Feedback. Your business holds Team and Settings. You only see what your role can open, so a technician's sidebar is short. At the bottom: your account, Get help, What's new, notifications and the light/dark theme.
Search everything
Press CtrlK (⌘K on a Mac) or / anywhere to open search. Type a name, phone number, registration or a document number like #12 to jump to a customer, quote, invoice or job — or type a page name, or New quote.
Keyboard shortcuts
- Search and commands
- CtrlK
- New quote
- n
- Today
- gd
- Leads
- gl
- Quotes
- gq
- Jobs
- gj
- Invoices
- gi
- Customers
- gc
- Reports
- gr
- Feedback
- gf
For the g shortcuts, press g, let go, then the letter. Shortcuts are ignored while you're typing in a box.
Lists
- Use ↑ and ↓ to move through the rows of Quotes, Invoices and Customers, Enter to open one, and Esc to leave the list.
- Click a column heading to sort. Search, filters and sorting live in the page address, so you can bookmark a list or send it to someone.
- Export downloads the rows you're looking at as a spreadsheet file, with your filters applied.
- On a phone, tables turn into cards.
Saved views
Filter a list the way you use it — say, invoices over 60 days — and press Save this view. It appears as a pill above the list. Saved views are yours alone; your colleagues keep their own. Remove one with the ✕ on it.
Undo
Things that are easy to reverse, like marking a lead lost or archiving a customer, happen straight away with an Undo button for eight seconds. Only things that can't be undone ask you to confirm first.
Still stuck?
Press Get help in the portal or under More in the Dentz app, or email hello@dentz.co.za. A person answers, usually within the working day.
Updated 2026-09-25