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1.3. AlgaPSA Sidebar Navigation: Tickets, Projects, Scheduling, and Settings

Learn the AlgaPSA sidebar menu across Tickets, Projects, Clients, Contacts, Documents, Time Management, Schedule, Dispatch, and Settings.

1.3. AlgaPSA Sidebar Navigation: Tickets, Projects, Scheduling, and Settings
Learn the AlgaPSA sidebar menu across Tickets, Projects, Clients, Contacts, Documents, Time Management, Schedule, Dispatch, and Settings.
1. Getting Started with AlgaPSAUpdated: 10/8/2026

The left-hand sidebar menu allows you to navigate between different modules:

  • Home: Your main dashboard overview.
  • User Activities: Track user actions.
  • Tickets: Opens a navigation group with two sub-sections: All Tickets (the full service ticket dashboard with search, filters, and board tabs) and Recurring Tickets (definitions that automatically create tickets on a schedule — see Recurring Tickets).
  • Service Requests: Manage request definitions and client-facing service request workflows.
  • Surveys: Review client satisfaction survey activity.
  • Projects: Open All Projects or Templates.
  • Clients: Access and manage all client information.
  • Contacts: Manage individual contacts.
  • Documents: Open All Documents or the Knowledge Base. Knowledge Base imports run in the background with live progress, while bulk actions use the shared contextual action bar and report partial outcomes when only part of a batch succeeds.
  • Assets: Track client devices and managed assets.
  • Inventory: Manage stock, stock locations, purchasing, sales orders, RMA, loaners, kits, margin, and ghost-usage analytics. Inventory is a PSA surface and may be hidden where the product or permissions do not allow access.
  • Reports: View operational and billing reports.
  • Time Management: Open Time Entry or Approvals.
  • Billing: Manage contracts, invoicing, quotes, pricing, and accounting exports.
  • Schedule: View and manage your team's schedule.
  • Technician Dispatch: Assign tasks to technicians.
  • Workflows: Open the Control Panel or Workflow Editor.
  • System Monitoring: Review Job Monitoring and Email Logs.
  • Extensions: Manage extensions when your edition or plan includes them.
  • Settings: Open General, Profile, or Security settings.
  • Support: Access help and support resources.
  • Version Number: Displays the current version of AlgaPSA being run, and when clicked, directs you to our latest release notes on GitHub