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Your Home page

The day at a glance: your next visit, the calendar, money waiting and what to do next.

Guide 8 of 8 in Getting started 3 min read 3 parts

What it is

Home is the first screen after you sign in. It shows what needs you today so you don't have to open every list.

1 What you see

  1. Your next visit with the client, the address and Directions.
  2. A calendar of the day, week or month with everyone's visits.
  3. Cards for Requests, Estimates, Jobs and Invoices with what is waiting on you, plus money owed and revenue.

2 Setup steps

  1. At the top, Finish setting up your company and Complete your profile list what's still missing.
  2. Click a step to open the right screen.
  3. Use the arrow to Minimize a box to one line, or the X to Close it.

A closed box comes back after a week, or sooner when you finish another step, as a reminder.

3 Make it yours

  1. Click Customize Home to turn cards on or off, move them and choose their width.
  2. On the calendar card, pick the Default view: day, week or month.

Common questions

Does my team see the same Home?

Each person sees only the cards their access allows. Field workers see their own visits.

Related guides

Find your way aroundThe menu, the shortcuts under each item, search and your profile menu. 3 min How a job moves from request to paymentThe six steps of every job and the button that takes you to the next one. 4 min

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