Getting Started as a Manager

As a manager, your dashboards aggregate data from all the sites you manage into a single view. Instead of switching between individual buildings, you see combined KPIs, trends, and action items across your entire portfolio.

Logging in

1. Open app.fentrica.com in your browser
2. Sign in with your credentials
3. Select your organization

Install the app

Fentrica is a Progressive Web App. You can install it for quick access:

1. Open app.fentrica.com and sign in
2. Your browser will show an Install prompt
3. Tap Install or Add to Home Screen

On iOS Safari, tap the Share button and select Add to Home Screen.

Dashboards

Dashboards are the central hub for your daily operations. After logging in, the platform shows your dashboards — each one designed to give managers a real-time overview of what's happening across all managed sites. Instead of opening each site individually, dashboards aggregate data from every site you have joined and present it as KPIs with trend comparisons, filterable resource lists, and quick actions.

Each KPI card shows the current value, a trend comparison against a previous period (last week, last month, or last year), and an action link to drill into the underlying data. Clicking a KPI opens the relevant resource list pre-filtered to the items that need attention.

If you haven't joined any sites yet, the dashboard shows an empty state with a link to browse available sites.

Site view

While dashboards aggregate data across all your sites, the site view lets you manage a single site in detail. Open any site to access its full configuration — spaces, technical systems, service providers, preventive maintenance plans, automation rules, SmartDocs, and settings.

On mobile, sites are accessible from the top navigation menu. On desktop, your joined sites appear in the left sidebar for quick switching — tap any site to open its detail view. You can also access sites from the Sites page in the navigation.

The site view is organized into tabs:

Filters and search

Each dashboard has resource tabs (e.g., users, policies, work orders, alarms) that list items in a table. These tables support filtering and search to help you find what you need:

• Search — Type keywords to find specific resources (e.g., a user name, policy name, or alarm source)
• Filters — Narrow the table by site, status, date range, or other attributes depending on the resource type

Filters can be combined and are shown above the table. Clear them individually or all at once to return to the full view.

Global search

The platform includes an AI-powered global search accessible from the top navigation bar. Unlike table filters that work within a single resource type, global search lets you find anything across your entire organization — users, policies, work orders, alarms, technical systems, and more.

Type a natural language query and the search understands your intent, returning relevant results from all dashboards and sites.

How to join a site

1. Open the Sites page from the navigation
2. Browse the list of available sites in your organization
3. Tap Join on the site you want to manage
4. Depending on the site's privacy level, you are either added immediately or placed in a pending state

Site privacy levels

Each site has a privacy level that controls how managers can join:

For private sites, your status shows as Pending until the site admin approves your request.

Notifications

When something requires your attention — a new alarm, a maintenance request, an access event — a notification appears at the top of the screen. This keeps you informed without needing to check each dashboard manually.

If you have installed the PWA app, Fentrica also sends native push notifications to your device, so you receive alerts even when the app is not open.