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Home

Home is the first page after you sign in. Tap Home to come back to it.

Today

  • The money at a glance: Not paid yet, what was paid this month, Late and Waiting on a yes.
  • Needs you: to-dos, new leads, money due and quotes waiting on an answer. Tap Done when a to-do is finished.
  • This week: the jobs planned for each day. Tap a day with work to open it on the calendar.

Active jobs

Home can open on a card for each open job instead: its stage, who has it and the newest note.

  1. Open Settings › Name, state and Home.
  2. Under Home shows, pick Active jobs.
  3. Tap Save.

Either way, the other is one tap away at the top of Home.

Crew see their own jobs and to-dos, and no money. See Owner, office and crew.

More in Getting started

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