Navigation
The navigation bar appears at the top of every page in Hardfin. It provides quick access to dashboards, core workflows, reporting tools, global search, and your account settings, allowing you to move between tasks without losing context.
Layout of the navigation bar
The navigation bar is organized into distinct regions from left to right:
Organization logo and name - Clicking the logo or organization name takes you back to the assets dashboard
Main navigation sections - Six top-level sections that group related features like setup, planning, tracking, and reporting
Subsection bar - A secondary bar that appears below the main navigation when a section is active, showing shortcuts to key pages within that section
Global search - An AI-powered search bar for quickly finding navigation pages, assets, customers, locations, and projects
User menu - Your account avatar with access to settings, help resources, and sign out
Main navigation sections
The main navigation is divided into six sections, each containing related subsections. Hovering over a section reveals a dropdown menu with descriptions of each subsection. Some subsections may display a "Coming soon" label indicating features that are not yet available.
Dashboards
The dashboards section provides summary views of your projects, assets, products, customers, and locations with real-time analytics.
Assets - Overview of your complete asset fleet by product and location, with links to detailed asset reports
Products - Summary of active SKUs with performance and logistics trends by product line
Customers - Customer accounts and activity metrics, including asset ownership patterns
Locations - Geographic distribution of assets across inventory and non-inventory locations, including the interactive map view
Setup & configure
The setup and configure section is where you manage foundational data for your organization.
Product catalog - Update product details, bill of materials (BOM) definitions, and pricing models
Customers - Set up and manage customer accounts
Locations - Configure inventory and non-inventory locations where assets are stored or deployed
Plan & deploy
The plan and deploy section helps you prepare for and execute asset deployments.
Upcoming projects - Review projects that are scheduled to start, including timelines and deliverables
Available assets - Track assets in inventory that are ready to be deployed
Fulfillment - Review fulfillment statuses of projects and line items to ensure assets are assigned correctly
Assets in transit to field - Monitor assets currently being shipped to customer locations
Track & manage
The track and manage section is for monitoring active operations and recording time and costs.
Active projects - Review projects currently in progress, including timelines and deliverables
Deployed assets - Monitor assets currently deployed in the field at customer locations
Time tracking - Enter, update, and analyze hours spent on project and asset activity
Cost tracking - Enter, update, and analyze costs associated with project and asset activity
Support & repair
The support and repair section handles field issues and asset returns.
Tickets - Record and resolve field issues, support requests, or action items
Assets returning to stock - Monitor assets in transit back to inventory locations
Bill & report
The bill and report section provides tools for billing management, accounting, and operational reporting.
Billing - Manage billing periods and update payment history for your projects
Accounting - Manage accounting periods, review journal entries, and perform monthly close processes
Reporting - Run operational and financial performance reports across assets, projects, and billing
Audit logs - Maintain compliance with full system change history tracking
Subsection bar
When you select a main navigation section, a secondary bar appears directly beneath the navigation. This subsection bar displays the key pages for that section with icons and labels, making it easy to navigate between related features without returning to the dropdown menu.
The subsection bar highlights the page you are currently viewing. On smaller screens, the subsection bar is hidden and its functionality is incorporated into the mobile navigation menu.
Global search
The global search bar in the navigation provides quick access to any area of the application. You can click the search bar or use the keyboard shortcut:
Mac: Command + K (Cmd+K)
Windows/Linux: Control + K (Ctrl+K)
Global search uses Hardfin AI to search across navigation pages, assets, customers, locations, and projects. As you type, results appear organized by category, and you can use the arrow keys to navigate and Enter to select a result.
Global search is the fastest way to navigate when you know the name, serial number, or project code you're looking for. For detailed information about search capabilities and filters, see Search.
User menu
The user menu is accessed by clicking your avatar in the top right corner of the navigation bar. It displays your name and email, and provides access to account settings, help resources, and sign out.
Administration
The administration section of the user menu provides access to:
User account - Manage your personal profile, password, and notification preferences. See Account for details.
Organization settings - Configure organization-wide settings including branding, workflows, and user management. See Organization for details.
Integrations - Set up and manage connections to CRM systems and other external tools. See Integrations for details.
Environment - Switch between production and sandbox environments if your organization has multiple environments configured. See Sandbox for details.
Help and documentation
The help section provides quick links to:
User guide - Opens this documentation site in a new tab
API docs - Opens the Hardfin API documentation for developers
Contact support - Opens an email to the Hardfin support team
Sign out
Click "Sign out" to end your session and return to the login page.
Mobile navigation
On smaller screens, the navigation bar adapts to provide a mobile-friendly experience:
Menu button - A menu icon appears on the left side of the navigation bar. Tapping it opens a side drawer that lists all main sections and their subsections with icons and descriptions.
Global search - The search bar is replaced by a magnifying glass icon. Tapping it opens a full-width search overlay where you can type your query and view results.
User menu - The avatar and user menu remain accessible in the top right corner.
Tips for navigating efficiently
Use dashboards for a high-level overview before drilling into specific records
Use the subsection bar to quickly switch between related pages within a section
Use global search when you know the name, serial number, or project code you're looking for
Use filtered views like "Upcoming projects" or "Available assets" from the Plan & deploy section instead of manually filtering generic lists
Confirm your environment in the user menu before making changes to ensure you're working in production or sandbox as intended
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