01
Read the sidebar as a workflow
- Daily Ops: Leads, Schedule, Jobs, and Messages keep active customer work moving.
- Financials: Quotes, Invoices, Cash Flow, and Reports track revenue and collections.
- Growth & Channel: Website, Intake, Automations, Reviews, and Campaigns drive new business.
- Settings & Team: Profile, Team, Plan & Usage, and Integrations manage workspace controls.
02
Use the fastest controls
- Use the global search bar or press "/" on desktop to find any client, job, or invoice instantly.
- Use top-level tabs on pages like Leads and Jobs to switch between Inbox, Board, and Table views.
- Use mobile bottom navigation when reviewing the dashboard from a phone browser.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- You can find each primary workspace without relying on browser history.
- You know when to use Inbox, Board, Table, calendar, and mobile navigation.
- You can use global actions without losing the record you were working on.
Troubleshooting
When the workflow doesn’t look right
A sidebar item is missing.
Check your login role. Certain settings, payouts, and billing features are restricted to the workspace Owner.
Keep going