Platform Sections
Explore the major areas of R2. Learn what each section manages, how records can stand alone or connect together, and where to go based on what you are trying to do.
How R2 Is Organized
Records Can Stand Alone or Work Together
R2 is built around flexible records. Locations, Assets, Tasks, and Contacts can each exist on their own, but they can also be linked together when that helps your workflow. Supporting sections like Users, Notices, Reports, Messages, and Settings help manage access, communication, and activity across the platform.
Home
Daily Visibility
Start here to see activity, assigned work, and important information across your account.
Primary Records
Core Records You Create and Manage
These record types can be used independently or linked together to create a connected workflow.
Reports & Communication
Reporting, Messages, and Notices
Manage communication history, reports, exports, and notices across your account.
Modules
Industry-Specific Workflows
Modules add specialized tools for specific operational needs.
Administration
Account Access and Configuration
Manage users, roles, settings, and system activity.
