Navigating the App

The Dashboard Hub

The Delivami App is designed to keep your freelance or agency workflow completely frictionless. When you log in, you land on your primary Dashboard, giving you a birds-eye view of your entire business.

Global Search & Navigation

At the very top of your workspace, you'll find the Global Search bar. You can click it or press Cmd+K (or Ctrl+K on Windows) from anywhere in the Delivami App to instantly search through your clients, projects, invoices, and settings.

On the left sidebar, the navigation is split into functional zones.

The Main Menu

The top section of your sidebar focuses on your core daily operations:

• Dashboard: Your high-level overview. See pending tasks, recent revenue, and notifications.
• Projects: The core of Delivami. Manage all your active and past client workspaces, upload deliverables, and track client approvals.
• Invoices: Track unpaid, draft, and paid invoices. You can generate professional PDFs directly from this tab.
• Proposals: Draft beautiful project proposals, send them to leads, and track when they are viewed or signed.
• Clients: Your mini-CRM. Store contact details, assign specific price books, and review client-specific project history.
• Analytics: Dive deep into your revenue metrics, conversion rates on proposals, and client lifetime value.
• Payouts: View your balance, track recent withdrawals to your bank or mobile money, and see fee breakdowns.

Quick Actions (Manage)

Below the main menu, the Manage section gives you one-click shortcuts to the most common tasks:

• New Project: Instantly spin up a new delivery workspace.
• New Invoice: Jump straight into the invoice editor to bill a client.

Settings & Support

The bottom of your sidebar is dedicated to configuration and help:

• Settings: Manage your profile, branding, billing, and integrations. (See Account Setup for details).
• Security: Quickly access 2FA, passkeys, and active sessions.
• Documentation: Jump back into this help center.
• Help & Support: Contact our Priority or Standard support teams depending on your tier.
• Send Feedback: Found a bug or have a feature request? Let our product team know directly!

Storage Usage Indicator

At the very bottom left, you will always see your Storage Meter. This tracks your current storage used against your plan's limit (20GB, 150GB, or 500GB). If you're running out of space, you can easily upgrade your plan or purchase an add-on from the Settings menu.