Your Home screen, explained

The top of the screen

Home opens with today’s date and a G’day. On the right you’ll find the Start day button (to sign on for the day) and the blue + button.

The + button

Tap + to create something new. At the top is robot AI — ask it anything, it drafts and you confirm. Under Create you’ll find:

• Quote — price it, send it, get it signed.
• Job — a card for the day’s work.
• Invoice — from a finished job.
• Project — one folder for a whole property.
• Plan — design on a floor plan.

Widgets

The cards on Home are widgets — things like Jobs today, Owed, Quotes out, This week, Profit this month, Checked in and a calendar. Tap any widget to jump to the detail.

1. 1
   Tap Edit widgets.
2. 2
   Drag ⠿ to move a widget, or tap − to remove it.
3. 3
   Tap Add widget to bring one back.
4. 4
   Tap Done. Your layout is saved just for you.

The bar at the bottom

• Home — back to this screen.
• Work — opens a menu with Plans, Quotes, Jobs, Invoicing, Projects, Customers, Products (your pricing library), Properties, Vehicles, Timesheets, Supplier bills and Profit. What you see depends on your role.
• Calendar — every booked job for you and your crew.
• Chat — team chat.

Your name menu

Tap your name at the top right for Profile & account, Subscription & billing, Users & team, How-to videos and Sign out. The bell next to it shows your notifications.