Finding your way around
A quick tour of the sidebar, the Create button, search, the activity feed and your account menu.
The sidebar
The sidebar on the left groups the app by purpose. On a phone, open it with the menu button at the top left.
| Group | Sections |
|---|---|
| Overview | Home, Schedule |
| Work | Clients, Requests, Quotes, Jobs, Invoices, Payments, Catalog, Inventory, Projects |
| Grow | Marketing, Receptionist, Pipeline (coming soon) |
| Manage | Organization, Insights, and Reports, Expenses and Timesheets (coming soon) |
| Resources | Community, Apps, Get Set Up (coming soon) |
Settings sits at the bottom of the sidebar.
The Create button
Select Create (the + button at the top) to start something new from anywhere in the app:
- Client
- Request
- Quote
- Job
- Invoice
- Log materials
Search
Press / anywhere (when you're not typing in a field) to jump to the search box. Type a client's name, a job, an invoice and so on. Use the arrow keys to move through the results, Enter to open one and Esc to close the list.
Most lists also have their own search box and status filters at the top.
The activity feed
The activity feed in the top bar lists recent changes across your company: a quote sent, a job completed, a payment recorded. It's a quick way to catch up on what the team has done.
Your account menu
Select your initials at the top right to:
- Switch team, if you belong to more than one company
- Open Settings, Organization, or Users & logins
- Turn on Dark mode (or back to Light mode)
- Log out
Status filters and links
List pages such as Quotes or Jobs open with tabs for each status, for example Draft, Awaiting response and Approved. The tab is part of the page address, so you can bookmark a filtered list, such as overdue requests. The cards on Home link straight to these filtered lists.