After you log in and synchronization completes, the SIX ERP Mobile App opens to the main navigation menu (often shown as a side menu / drawer). This screen is the starting point for accessing the app’s main modules—what you see here depends on your enabled features and user permissions.
User profile area with:
A profile/avatar placeholder
Your name
A small drop-down arrow (▼), typically used for account-related actions (for example switching context, viewing profile options, or other user settings depending on configuration).
A notification bell icon (top right in the background), used to view app notifications/alerts.
Each menu item takes you to a specific functional area of SIX ERP. Some entries show a chevron:
Right arrow ( > ) usually means open the section (go to that module screen).
Up/Down chevron ( ˄ / ˅ ) means the section can be expanded/collapsed to show submenus.
Purpose: Quick access to customer-related information.
Typical use cases:
Search and view customer records
Review contact details and key information before a meeting
Check customer activity/history (depending on your setup)
Icon: user/person
Navigation: opens the Customers module.
Purpose: Sales actions on the go.
This section is expandable (shown with a chevron), meaning it likely contains submenus (for example: quotes, orders, invoices—exact items depend on your configuration).
Typical use cases:
Create a sales document while visiting a client
Review existing sales transactions
Convert a customer request into an order/invoice
Icon: lightning bolt
Navigation: expand to see sales functions, or open sales area.
Purpose: Access project-related records.
Typical use cases:
View project lists and details
Check project status and related items (based on permissions)
Icon: folder
Navigation: opens Projects.
Purpose: Field service technician workflow and service operations.
This section is expandable—meaning it contains deeper functions for field work.
Typical use cases:
View assignments and service items
Navigate to work-related screens used during on-site visits
Icon: toolbox/briefcase
Navigation: expand to access Field Service tools.
Purpose: Technician scheduling and appointments.
Typical use cases:
View upcoming service appointments
Open appointment details and plan your day
Start work based on scheduled visits (depending on setup)
Icon: calendar
Navigation: opens the Field Services Calendar.
Purpose: Financial-related functionality available on mobile.
This item is expandable, so it may contain submenus (for example: payments, balances, financial documents—depending on your role and setup).
Icon: scales
Navigation: expand for finance options.
Purpose: Task list and personal workload management.
Typical use cases:
View assigned tasks
Update task status while on the move
Follow up on actions linked to customers/projects/service work
Icon: check mark in a circle
Navigation: opens Tasks.
Purpose: Access contract records from mobile.
Typical use cases:
Review contract details on-site
Confirm contract coverage/terms before performing work or issuing invoices (depending on setup)
Icon: document
Navigation: opens Contracts.
Purpose: Sign out of the mobile app safely.
Best practice: Use Logout if you are on a shared device or when finishing work.
Icon: red logout arrow
Navigation: logs you out of the current session.
Notes about what you can access:
The menu is role-based: your company may hide or show modules depending on licensing and permissions.
Expandable items (Sales, Field Services, Finance) usually contain more detailed actions inside—these are the areas where most day-to-day mobile operations happen.