Find your way around

Every screen has the same frame: the menu on the left, a bar across the top, and the page in the middle. What is on your menu depends on your role.

The menu

• Your own place, at the top with no heading: Home, Messages (texts, email, chats, notes you are tagged in and updates, in one list) and Planner (your tasks and calendar).
• Sales: Leads, Quotes, Orders, Contacts, Payments, Prospects, Planning and Issues.
• Jobs: Dispatch, My Jobs, Prep & Load Up and Team & Time (its Dashboard, Schedule, Timesheets, Employees and Roles tabs).
• Inventory: Inventory, Sub-rentals and Assets.
• More: Insights (dashboards and reports), Knowledge Base, Compliance and Settings.

Press a group's name to open or close it; it stays the way you left it. Collapse menu at the foot folds the menu to icons. Edit menu lets you rearrange it. See Edit the menu.

The bar across the top

• Search finds any record from anywhere. See Search.
• The inventory conflicts badge, for people who can fix an overbooking. See Inventory conflicts.
• + (Create new) starts a lead, contact, quote, payment, task, dispatch task, issue or timesheet entry from any screen, and has Scan a label. You only see the kinds you may create.
• The calendar icon opens the Calendar, and the bell opens Notifications.
• Your photo opens your account menu: Profile, Settings (or My settings), a tour of the page you are on, and Sign out.

A record page

1. The title and its buttons are at the top.
2. Under it are the key facts. Press a field to change it in place; it saves when you leave it.
3. Below are the tabs, at most five. A record's own tabs come first (a quote's items, an order's payments), then Activity (tasks, notes and the timeline of every email, text, call and change), then More (files and the rest of the fields). A quote and an order keep every message in the Communications box at the foot of Items.

Undo

When you delete something, a line at the bottom of the screen says what went, with Undo. Press it within a few seconds to have it back. A record that went to the Trash waits there for 60 days after that, under Settings, Tools, Trash; anything else is gone once the line closes.

Good to know

• On a phone the menu becomes tabs along the bottom. See Use it on your phone.
• A screen you cannot open is not on your menu. If you need one, ask an admin to change your role.
• New to a page? Your account menu has Take the tour or Tour of that page.
• Every choice is a rounded button with a small arrow. Press it to open the list, then press a choice, or use the arrow keys and Enter. A long list has a search box at the top; typing jumps to a match. A short list (Yes or No) may show its choices side by side.
• Your company may call a module by its own name, such as Estimates for Quotes. The help uses the standard names. See Name the modules your way.