On a computer
The sidebar has Home, Schedule, Clients, Quotes, Jobs and Invoices at the top, then groups: Work (Leads, Requests, Estimates, Messages, Calls, Appointments, Routes, Tasks, Agreements, Timesheets), Money (Payments, Recurring) and Business (Overview, Automations, Services, Booking & forms, Team & roles). You only see what your role can open.
On your phone
The tab bar has Home and Schedule. Everything else is in More, grouped as Clients, Sales, Field work, Money and Business. Press and hold any item for quick actions like New …. The + button opens the Create sheet — client, lead, request, appointment, quote, job, task, call, message, invoice — and the More and Create sheets both close with a swipe down. Call and Message open a search box right there: type a name and tap it to call or message them. A red number on More (and on the Messages tile inside it) is how many client messages are waiting; it goes down as soon as you open each conversation. The pill at the top-left names the page you came from, and tapping it goes exactly there; inside one section it just says Back.
Keyboard shortcuts
- ⌘K / Ctrl+K opens the command palette: search anything and jump to it.
- ? shows every shortcut.
- g then a letter goes somewhere: g s Schedule, g c Clients, g q Quotes, g j Jobs, g i Invoices, g l Leads, g k Tasks.
- n then a letter creates something: n c client, n q quote, n j job, n i invoice, n a appointment, n t task.
- On the Schedule: T jumps to today, ← → step through days, N starts a new job.