Navigation
Web vs mobile: Mobile uses a 5-tab bottom bar (or iPad sidebar) instead of the web sidebar. Deep product areas like Tickets and Users live under More; the web app exposes every section in the left sidebar. See PanelOne web navigation.
Navigation: Tab bar (iPhone) or sidebar (iPad) · Toolbar search on all tabs
PanelOne Mobile organizes day-to-day triage into five root tabs plus a More hub for extended product areas.
Root Tabs
| Tab | Icon | Purpose |
|---|---|---|
| Home | Chart | Dashboard — health overview, widgets, recent activity |
| Clients | Briefcase | Client list and client detail |
| Devices | iPhone | Cross-client device list and device detail |
| Alerts | Triangle | Alert feed — triage and acknowledge |
| More | Grid | Tickets, product integrations, account, settings |
Note: Tickets are under More → Tickets, not a root tab. Push notifications, global search, and deep links still route directly to tickets.
Each tab maintains its own navigation stack. Tapping a list row pushes a detail screen; swipe back or use the back button to return.
More Hub Sections
The More tab groups destinations into sections:
Operations
| Destination | Description |
|---|---|
| Tickets | Service desk and support tickets |
| PSA jobs | Jobs browse and write (when PSA enabled) |
| PSA leads | Lead pipeline |
| PSA quotes | Quotes browse |
| Unbilled PSA time | Timesheets |
| Outstanding invoices | PSA invoices |
| Generated invoices | Platform-generated invoices |
Product
Capability-gated destinations appear only when your org has the relevant integration connected:
| Destination | Gated by |
|---|---|
| Users | Microsoft 365 |
| Backups | Backup integration |
| Phone / 3CX | Phone integration |
| Microsoft 365 | M365 |
| Network (UniFi) | Network integration |
| Security & threats | Security integration |
| Reports | Always available |
| Timeline | Timeline capability |
| Automation & AI | Automation capability |
| Documentation | Documentation assets |
| Licensing | Licensing / Pax8 |
| M365 domain health | Web domains |
| Synergy domains | Synergy |
| Marketplace | Always available (browse) |
| SLA metrics | PSA |
Account & Settings
| Destination | Description |
|---|---|
| Account & push | Profile and push notification preferences |
| Settings | Team, permissions, integrations (read-only), alert rules, audit logs |
Global Search
Tap the search icon in the toolbar (available from the main shell) to open the global search sheet.
| Feature | Behavior |
|---|---|
| Minimum query | 2 characters |
| Entity types | Clients, devices, alerts, tickets, contacts, notes, users, locations, documents, backups, threats |
| Navigation | Selecting a result navigates to the matching detail screen or More destination |
| No Cmd+K | Unlike web, there is no keyboard shortcut — use the toolbar button |
Global search is the fastest way to jump to a specific ticket, device, or client without browsing lists.
Client Scope Filter
Filter the entire app to a single client — similar to the web Client Selector:
- Open the client scope control from the toolbar (when available on a tab).
- Select a client from the list, or choose All clients to clear the filter.
- Lists, dashboard widgets, and stats scope to that client.
Your selected client persists per organization in local preferences, so returning to the app restores your last scope.
When a client scope is active:
- Device, alert, and ticket rows may hide redundant client subtitles.
- Dashboard title and widgets reflect the selected client.
- Client detail quick actions jump to scoped Devices, Alerts, or Tickets tabs.
iPad Layout
On iPad (regular horizontal size class), PanelOne Mobile uses a NavigationSplitView sidebar instead of a bottom tab bar:
| Element | iPad behavior |
|---|---|
| Sidebar | Lists all five root tabs plus search |
| Detail column | Shows the selected tab's content |
| Global search | Same sheet-based search from the sidebar toolbar |
| Deep links | Route into the detail column as on iPhone |
The iPad layout preserves the same information architecture — only the chrome changes.
Filter Persistence
List filters on Clients, Devices, Alerts, and Tickets persist per organization:
- Status, severity, assignee, and source filters are saved to UserDefaults.
- Returning to a tab restores your last filter configuration.
Clear filters from each tab's filter strip when you need the default view.
Deep Links & Push Routing
Notifications and external links can open specific screens directly. See Push Notifications & Deep Links for URL schemes and universal link reference.
Common routes:
| Target | How to reach |
|---|---|
| Alert detail | Alerts tab → alert, or push/deep link |
| Device detail | Devices tab → device, or push/deep link |
| Ticket detail | More → Tickets → ticket, or push/deep link |
| Client detail | Clients tab → client, or push/deep link |
Tips & Best Practices
- Start on Home for a cross-client health snapshot.
- Use global search when you have a ticket number or device name.
- Set client scope before a site visit or client call.
- Tickets live under More — bookmark the path mentally: More → Tickets.
Related Guides
- Getting Started — Install and sign in
- Dashboard — Home tab overview
- Web vs Mobile — Feature comparison