Your provider dashboard

Your dashboard is where you manage everything about your listing. Open it with the Dashboard button at the top of any page when you're signed in.

The sections

The menu is grouped into Listing, Customers, Growth and Account.

Section	What you do there
Overview	Status of your listing, a checklist of what's missing (each item links to the field), Submit for approval, and quick stats: new leads, unread messages, reviews and rating.
Profile	Name, description, logo, contact details, location, social profiles and your photo gallery. Fields marked Needed for approval count toward completeness.
Services	The services you offer, which decide where you appear in the directory.
Jet cards	Publish jet card programs (Pro and Elite).
Team / My firm	Firms: invite brokers and admins. Brokers: see the firm you belong to. Only shown for firms and their brokers.
Leads & messages	Quote requests from flyers and your conversations with them.
Reviews	Read reviews, reply publicly and copy your review link.
Analytics	Profile views, contact clicks, quote requests and where visitors come from.
Advertising	Book sponsored placements and banners (claimed listings with a complete profile).
Plan & billing	Upgrade, change plan, update your card, invoices.
Help Center	These guides.

Before you have a listing, the menu only shows Set up your listing and Help Center.

Under the menu, Need help? links to the guide for the page you're on.

Status labels on Overview

• active: your listing is live.
• draft: a new listing only you can see. Complete the checklist and click Submit for approval.
• pending: submitted and waiting for our team to approve it.
• Claim under review: we're verifying your claim. Your dashboard is read-only and only Overview and Help Center show in the menu until it's approved. See Claim your existing listing.
• inactive: sent back for changes; read the note from our team.
• Verified: approved by our team.
• Plan: …: your current plan.

Working on more than one listing

If you're a broker who is also an admin of your firm, a Working on menu appears above the sections. Pick the listing and click Switch. See Switch between listings.