Navigating JobNext
The JobNext interface is built around four main navigation elements: a collapsible left sidebar for accessing modules, a top bar for global actions, a breadcrumb trail for orientation, and a footer bar for session information. This page describes each element as it appears in the live application.
Left Sidebar
The left sidebar is the primary navigation element in JobNext. It is a vertical panel that lists every module available to your account. Each module is displayed with a colored icon and a text label. Modules that contain sub-pages show a chevron arrow (>) that expands to reveal their sub-items when clicked.
Toggle Sidebar
At the top-left corner of the sidebar, a hamburger icon (three horizontal lines, displayed next to the "JobNext.ai" branding) lets you collapse or expand the sidebar. When collapsed, the sidebar hides the text labels and shows only the module icons, giving more horizontal space to the main content area. Click the hamburger icon again to expand the sidebar back to its full width.
Sidebar Modules
The sidebar contains the following modules, listed from top to bottom as they appear in the application:
| Module | Sub-Items |
|---|---|
| Home | Links directly to the home dashboard (no sub-items) |
| Preconstruction | Bank Guarantees (sub: Requests, Guarantees, Calendar), Rate Schedules, Prospects, Customers, Contracts, Prequalification, Tenders |
| Operations | Jobs, Tasks, Trading, Work Requisition |
| Procurement | Material, Vendor Directory, Rate Contract, RFP, Work Order, RFQ, Purchase Order |
| Logistics | Material Receipt Note, Material Issue, Stock Transfer Receipt, Issue Return, Stock Adjustment, Cash Purchase, Upload Opening Stock, Subcontractor Consumption, Customer Issue, Requisitions |
| Equipment | Machines, Capital PR, Capital RFQ, Capital PO, Capital MRN, Requisitions, Movements, Allocations, Upload Machine Expenses |
| HR | Staff Directory, Attendance, Leave, Separation, Company Phones, Air Ticket Encashment, Allocation, Requisition, Candidate, Expense Reports, Passport Control, Clearance Application Form, Time Sheet, Payroll, Camp, Training, Masters |
| Finance | Transactions (sub: Loan Amortisation Vouchers, Depreciation Vouchers, Recurring Invoices, Cash & Bank, Salary Remittance, Vouchers, Vendor Payables, Receivables), Site Expenses (sub: Fund Request, Expenses, Expense Reports), Bank Guarantee (sub: Banks, Requests, Guarantees, Types), Tax, Cost Allocation, Masters |
| Documents | Document Type |
| Analytics | CRM, Projects, SCM, Equipment, Finance, Payslip Analytics, Payroll Analytics, HR Analytics |
| Self Service | Links directly to the employee self-service portal (no sub-items) |
| Ask AI | Links directly to the AI assistant (no sub-items) |
The modules visible in your left sidebar depend on the roles and permissions assigned to your user account. If you do not see a particular module, contact your administrator to request access.
How Sidebar Navigation Works
- Click a module name in the sidebar to expand it and reveal its sub-items.
- Click a sub-item to navigate to that page. The main content area loads the selected page.
- Some sub-items (such as Bank Guarantees under Preconstruction, or Transactions under Finance) have their own nested sub-items. Hover over or click the sub-item to reveal its children.
- The currently active module is highlighted in the sidebar so you always know where you are.
- Modules without sub-items (Home, Self Service, Ask AI) navigate directly when clicked.
Top Bar
The top bar spans the full width of the screen above the main content area. It contains the following elements from left to right:
- Company logo — Displayed on the left side of the top bar (e.g., the SoftNext Solutions logo). This serves as a visual identifier for your organization.
- User profile icon — A person/avatar icon that links to your activity feed.
- Notifications bell icon — Click the bell to view recent notifications and alerts. A badge may appear on the icon when you have unread notifications.
- Settings gear icon — Click the gear icon to navigate to the Setup page, where administrators can configure system-wide settings.
- Logout icon — An arrow icon pointing to the right. Click this to log out of your current session.
The top bar icons are always accessible regardless of which module or page you are viewing. You can check notifications, access settings, or log out from any screen in the application.
Breadcrumb Navigation
A breadcrumb trail appears at the top of the main content area on every page (except the Home dashboard). It shows your current position in the application hierarchy, allowing you to quickly navigate back to parent pages.
A typical breadcrumb looks like this:
Home > Preconstruction > ProspectsEach segment of the breadcrumb is a clickable link. For example, clicking "Home" takes you back to the home dashboard, and clicking "Preconstruction" returns you to the Preconstruction module dashboard. The final segment (the current page) is not clickable.
Footer Bar
A footer bar runs along the bottom of every page. It displays the following session information:
- Current date — Shown on the left side of the footer (e.g., "23 February 2026").
- Logged-in user info — Shown on the right side, including your company/username (e.g., "Iomnisvc/portaluser"), your display name (e.g., "System User"), and your IP address.
- Help icon — A link that opens the help documentation.
Home Dashboard
After logging in, you land on the Home dashboard. This screen is designed to give you an immediate overview of items requiring your attention. The dashboard is divided into four main sections:
My Approvals
The My Approvals table occupies the left side of the dashboard. It displays documents and transactions that are pending your approval, including work orders, journal vouchers, purchase orders, and any other documents routed to you through the approval workflow. Each row shows:
- Doc. — The document type abbreviation (e.g., WO for Work Order, JV for Journal Voucher)
- Code — The unique document reference number
- Requested By — The user who submitted the document for approval
- On — The date and time of submission
- Comments — Any notes attached to the approval request
- Action buttons — Color-coded buttons to approve (green check), reject (red X), view details (blue magnifying glass), and open the document (blue arrow)
A search bar at the top of the approvals table lets you filter the list by keyword.
Shortcuts
The Shortcuts panel appears on the right side of the dashboard. It provides quick-access links to frequently used pages such as Material Receipt Note, Vendor Directory, Calendar, Work Order, Purchase Order, and Notifications. Each shortcut has a remove button (X) and a link icon to navigate directly to that page. You can search for and add new shortcuts using the search bar at the top of the panel.
My Open Tasks
The My Open Tasks section lists tasks assigned to you (e.g., "prospect follow up"). Each task has a search button and a navigation arrow to open the task detail.
Status Updates
The Status Updates section shows recent activity and status changes relevant to your work.
Module Pages
When you navigate into a module (such as Preconstruction), the main content area loads the module's dashboard. Module dashboards typically include:
- Filter controls — Date pickers and dropdown selectors (e.g., Region) at the top to narrow down the displayed data.
- KPI cards — Summary metrics displayed as cards with labels and values (e.g., Active Enquiries, Proposals Submitted, Pipeline Gross, Win Rate %).
- Charts and graphs — Visual analytics such as Pipeline by Stage, Pipeline by Business Unit, Pipeline by Region, Pipeline by Salesperson, Top Prospects by Expected Value, and Quotes vs Wins (Monthly).
From the module dashboard, use the sidebar sub-items to navigate to specific sections within that module (e.g., Prospects, Customers, Contracts).
Ask AI Button
Many list pages throughout JobNext feature a floating "Ask AI" button. Clicking this button opens an AI assistant that can answer contextual queries about the data on your current page. This is separate from the "Ask AI" module in the sidebar, which opens the full AI assistant interface.
Common Page Patterns
Across all modules, you will encounter a few consistent page patterns:
List Views
List views display multiple records in a table format with columns for key fields. Features include:
- Search/Filter — A filter bar at the top lets you search by keywords or filter by specific field values (status, date range, job, etc.)
- Sorting — Click any column header to sort the list by that field. Click again to reverse the sort order.
- Pagination — Long lists are paginated. Use the page controls at the bottom to navigate between pages.
- Actions — Each row may have action buttons (Edit, View, Delete) or a context menu accessed via a three-dot icon.
- Create button — A prominent button (usually labeled + New or + Create) lets you create a new record.
Form Views
Form views are used for creating and editing records. They typically include:
- Header fields — Top-level fields like document number, date, job, and status
- Tab sections — Complex forms use tabs to organize related fields (e.g., General, Line Items, Taxes, Attachments)
- Line-item grids — Editable tables for adding multiple items (materials, BOQ items, etc.)
- Action buttons — Save, Submit for Approval, Cancel, and other workflow actions
Detail Views
Detail views show a read-only version of a record with all its information displayed. From a detail view, you can typically:
- View the full document including line items and totals
- See the approval history and status trail
- Download or print the document
- Navigate to related records (e.g., from a PO to its linked MRN)