DocumentationNavigation cheat-sheet
A one-page map of where to do things in PoultryDesk.
Last updated 2026-08-12
A one-page map of where to do things in PoultryDesk. Routes are relative to your
subdomain ({slug}.poultrydesk.com).
- The left navigation groups screens by module (Lots, Locations, Health, Tasks,
Inventory, Partners, Finance, Data, and more). Billing lives under Settings.
- Each module opens on a hub or list, with tabs across the top for its
sub-sections.
- Daily entry and edit forms are their own pages, never pop-up dialogs, so they work well on
a phone and can be bookmarked.
- On a phone, the tab strips collapse into a section-switcher button so you are
never scrolling a long row of tabs sideways.
- The phone bottom bar keeps Home, Sales, Plan, and Lots one tap
away. Open More for Inventory and the remaining modules available to your
role and plan.
| I want to... |
Go to |
| Record mortality, feed, or eggs |
Lots (open the flock or egg set) |
| Record a treatment |
Health, Treatments |
| Read my notifications |
Notifications |
| I want to... |
Go to |
| See all lots |
Lots |
| Place a new lot |
Lots, New |
| Manage sites and houses |
Locations |
| I want to... |
Go to |
| Record or review treatments |
Health, Treatments |
| Check active withdrawal periods |
Health, Withdrawals |
| I want to... |
Go to |
| Record a sale or expense |
Finance |
| Issue invoices and record payments |
Finance |
| Read profitability by flock |
Finance, Profitability |
| Manage customers and suppliers |
Partners |
| I want to... |
Go to |
| Review or compare plans |
Settings, Billing |
| See PoultryDesk invoices and payments |
Settings, Billing |
| I want to... |
Go to |
| Run or schedule a report |
Data, Reports |
| Import records from a CSV file |
Data, Imports |
| Browse uploaded files |
Data, Attachments |
| I want to... |
Go to |
| Invite members and set roles |
Settings, Members |
| Switch between light and dark appearance |
Settings, Appearance |
| Open bundled help in the app |
Help utility in the app shell |
| Review entries waiting to sync |
Sync utility in the app shell |
PoultryDesk follows your device's light or dark setting by default. To choose
explicitly, go to Settings, Appearance and pick one of:
- Light - always the light theme.
- Dark - always the dark theme, easier on the eyes in low light such as an
early-morning collection round.
- System - match whatever your phone or computer is set to, and switch
automatically when your device does.
The choice is saved per device, so your phone and your laptop can differ, and it
applies to everyone signed in on that device. It does not need any special
permission or plan.
- Start at the dashboard each day, then jump into the module that owns the detail.
- Use the Search utility in the app shell to jump straight to a
flock, egg set, customer, or supplier.
- Use Sync from the phone top bar or laptop sidebar when you need to inspect the
offline queue. Normal capture syncs automatically in the background.
- If a screen is not in your left navigation, it is either gated by your role or
your plan. See the FAQ.