> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/overview/system-navigation.md).

# System Navigation

### Basic Navigation

The BuilderTek Home Dashboard is designed to give you quick access to the modules and tools you use every day. Whether you're creating a new project, reviewing an RFQ, updating a budget, or managing customer information, everything can be accessed from a single screen.

<br>

There are two primary navigation tools available on the BuilderTek Home page:

* App Launcher
* Main Navigation

Together, these provide access to every BuilderTek module and allow you to move seamlessly between different parts of the platform.

***

#### 1. App Launcher (Nine-Dot Menu)

The App Launcher is the fastest way to access any module available within BuilderTek.

<img src="/files/rto36fobA1OtJyeJ5hCU" alt="" height="442" width="472">

Click the nine-dot menu located in the top navigation bar. A search window will open, allowing you to search for any BuilderTek application or module.

Commonly searched modules include:

* BT Projects
* Walkthroughs
* RFQs
* Quotes
* Budgets
* Purchase Orders
* Funding Management
* Opportunities
* Accounts

The App Launcher is particularly useful for accessing modules that you don't use regularly or modules that are not part of your Main Navigation menu.

***

#### 2. Main Navigation

The Main Navigation provides quick access to the BuilderTek modules you use most frequently.

<img src="/files/RyhXrya0zIlG8vi5xLpP" alt="" height="476" width="418">

Click the drop-down arrow in the navigation bar to view the list of available applications and modules.

Simply select the module you want to open, and it will launch in a new tab.

One of the advantages of BuilderTek is that the Main Navigation is fully customizable. Your administrator can configure this menu based on your company's workflow, allowing frequently used modules to remain easily accessible.

Because each module opens in a separate tab, you can work on multiple records simultaneously while keeping your BuilderTek Home Dashboard open in the background.

***

### Additional Navigation Tools

In addition to the App Launcher and Main Navigation, BuilderTek includes several built-in tools that help you navigate the platform more efficiently.

#### 3. Universal Search

The Search box works like a search engine for your BuilderTek system.

<img src="/files/K1Xml7b4Jm4euaoSNsUY" alt="" height="321" width="423">

Simply type the name, number, or keyword of the record you are looking for, and BuilderTek will search across the platform.

You can search for:

* Projects
* Accounts
* Opportunities
* RFQs
* Quotes
* Budgets
* Vendors
* Customers
* Purchase Orders
* And many other records

Clicking a search result opens the selected record in a new tab, allowing you to continue working without interrupting your current screen.

***

#### 4. Favorites

The Favorites menu provides quick access to records and pages you have marked as favorites.

<img src="/files/z6Bl89efwM8xarhEp6Bq" alt="" height="419" width="359">

Instead of searching for frequently used projects or modules every time, you can simply open them directly from your Favorites list.

***

#### 5. Global Actions

The Global Actions button ( + ) allows you to create new records from anywhere within BuilderTek.

<img src="/files/MoBGbXla7Pn35G9I89CM" alt="" height="318" width="310">

Rather than navigating to a specific module first, you can quickly create common records directly from the Home screen.

Typical actions include:

* New Opportunity
* New Contact
* New Email
* New Event
* New Case
* New Lead

This feature is especially useful when you need to capture new information quickly while working in another module.

***

#### 6. Guidance Center

The Guidance Center provides in-application assistance and helpful information while you're using BuilderTek.

<img src="/files/TgxodiYpz3oFtP8DljbL" alt="" height="212" width="399">

It offers contextual guidance, answers to common questions, and learning resources to help you navigate the platform more efficiently.

***

#### 7. Help Center

The Help menu gives you access to BuilderTek's support resources.

<img src="/files/pgQVbF2z1nSiDbcZcQ06" alt="" height="230" width="377">

From here, you can access:

* User guides
* Help articles
* Training resources
* Frequently Asked Questions (FAQs)
* Self-help documentation

This is the first place to look when you need assistance using a feature or troubleshooting a common issue.

***

#### 8. Setup

The Setup menu allows administrators and authorized users to configure BuilderTek according to their organization's requirements.

<img src="/files/ntfvAf0JnFVhrssuHfpd" alt="" height="260" width="373">

Depending on your permissions, you can customize system settings, layouts, workflows, and other platform configurations.

***

#### 9. Notifications

The Notifications icon displays real-time updates from across the BuilderTek platform.

<img src="/files/PUdVUtiUrhLrUY0mE46V" alt="" height="236" width="422">

Examples include:

* New emails
* Vendor responses
* Customer approvals
* Project updates
* Workflow notifications
* Assigned tasks

Reviewing notifications regularly helps you stay informed about important project activities.

***

#### 10. Raise a Support Case

If you need assistance from the BuilderTek Support Team, you can create a support request directly from within the application.

Locate the "Raise Support Case" button in the footer of the BuilderTek Home screen.

<img src="/files/furDzxj2HxrKvWYBSgjX" alt="" height="373" width="373">

Click the button, describe the issue you're experiencing, and submit your request.

Your support ticket is sent directly to the BuilderTek team, allowing you to request technical assistance without leaving the platform or contacting support through a separate system.

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