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.
- Open Settings › Name, state and Home.
- Under Home shows, pick Active jobs.
- 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.