Start Here | Workspace
Use the dashboard and menus
Find tools quickly, understand today’s priorities, and move between desktop and mobile views.
Sign in to your company workspace to use the related controls.
What this section includes
- Start on Today
- Use the left menu
- Search the menu
- Use quick actions
- Use Help from anywhere
Start-to-finish instructions
Start on Today
The dashboard summarizes appointments, leads, money, messages, and tasks that need attention.
Use the left menu
Sections are grouped by Customers, Schedule & Jobs, Sales, Money, Growth, and More.
Search the menu
Type a tool name in Find a tool to filter the navigation instead of scrolling.
Use quick actions
Select New to create common records such as a customer, estimate, job, or invoice.
Use Help from anywhere
The Help tab keeps this guide available on public, desktop, mobile, and account menus.
Helpful tip: On a phone, use the bottom navigation for frequent areas and More for the complete menu.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.