Getting Started

This article covers:

Understanding the Home dashboard and its charts
Navigating the main left-hand menu (Home, Sales, Jobs, Estimating, APMflow, Supervisor, Accounting, Settings, Reports)
Reading the Leads P/Year, Sales Funnel, and Contracts Signed widgets
Understanding job stages shown on the dashboard (New Lead → Discovery → Quote → Fee for Service → Contract → Job In Council → - - Job On Site → Warranty → Handover)
Setting up your company profile in Settings > My Company

Log in to APM Go to app.apmsoftware.com.au and enter your email and password. You will land on the Home dashboard.
Read your Home dashboard The Home screen shows live business metrics: Leads P/Year, New Leads Per Month, Customers By Stage, Contracts Signed, Jobs Completed, Sales By Financial Year, the Sales Funnel, and Invoices due. These update in real time.
Understand the Sales Funnel The funnel tracks every job from New Lead through to Handover. Percentages show conversion at each stage. Use this to spot bottlenecks in your pipeline.
Navigate the main menu The left-hand menu contains: Home, Sales, Jobs, Estimating, APMflow, Supervisor, Accounting, Settings, and Reports. Click any item to open that module.
Go to Settings > My Company Enter your business name, ABN, contact details, quote email, order email, scheduling email, website, default builders margin (e.g. 25%), and GST (10%). This information appears on all client-facing documents.
Add your first user In Settings > My Company, scroll to the Users section. Click Add, enter the person's name, email, and assign a Role (global admin, director, supervisor, etc.).

Tip: The Home dashboard is powered by Metabase and updates in real time — no refresh needed