Find your way around
The menu, the shortcuts under each item, search and your profile menu.
What it is
Everything in Jobs & Jots is one click away from the menu on the left. Items you don't have access to don't show up, so each person sees only what they can use.
1 The menu on the left
- Your day: Home, Requests, Jobs and Schedule.
- Money: Estimates, Invoices and Finances.
- People: Clients and Google reviews, then Team and Timesheets.
- Your catalog and numbers: Item catalog, Inventory and Reports, then CRM.
- Community and Help open the Jobs & Jots website in a new tab.
Click the arrow next to the Jobs & Jots name to collapse the menu to icons.
2 Shortcuts under an item
- Open Jobs, Schedule, Estimates, Invoices or Clients: shortcuts open right below it.
- The first one creates something new: New job, New visit, New estimate, New invoice or New client.
- The others open the list already filtered, for example Requires invoicing, Unscheduled, Pending, Unpaid or Leads.
The numbers count what needs you right now, for example invoices that aren't paid yet.
3 Search and the New button
- Press ⌘K (or Ctrl K) or click Search at the top to find a client, job, estimate or invoice by name, number or address.
- Click + New at the top to create anything from any screen.
4 Your profile menu
- Click your photo at the top right for Settings, My profile, My plan and Support.
- Lights off switches to dark mode and Language changes the language of your screens.
Common questions
Why don't I see Finances or CRM?
Your plan or your access group doesn't include them. The owner can change access in Team.
Can I change the order of the menu?
No. The order is the same for everyone so your team can help each other.
Related guides
Didn't find what you need?
Email us and we'll walk you through it.