A quick tour of Jobs & Jots

1 Home

Home is your day at a glance: new requests, today's visits, what clients owe you and documents waiting on you.

1. Use Create to start a request, estimate, job, visit, invoice or client from anywhere on Home.
2. Click Plan today's route to open the day on the map.
3. Click Follow up on past due to see who owes you.

2 The menu

The menu on the left follows the life of a job. You only see the areas your plan and your access group include.

1. Requests: new work from your form, phone calls and lead sites.
2. Estimates and Invoices: your documents, with their status (draft, sent, approved, paid…).
3. Jobs and Schedule: the work and the visits, by day, week, month or on the map.
4. Clients: contacts, properties, history and the Client Corner.
5. Items: your products and services. Inventory: what you keep in stock.
6. CRM: follow-ups, the Job Trail, campaigns, plans and texts. Reviews: Google review requests.
7. Finances and Reports: expenses, profit, sales tax and totals.
8. Team: your users and access groups.

3 Your profile menu

Click your picture at the top right.

1. Settings: everything about your company and documents.
2. My profile: your name, password and two-step login.
3. My plan, Support, the Appearance (light or dark) and the Language (English, Español, Português).

Light, dark or the same as your device — pick what's easier on your eyes in the field.