Find any pageIn Your first day
In Your first day
Where the menu is
On a computer, every page is in the sidebar on the left. On a phone, the bottom bar holds the pages you use most and Menu holds the rest.
Example screenWhere it is · On a computer
The left sidebar groups related pages under Jobs, Get Paid, Money, Marketing and You, with Connections, Add-ons, Settings and Feedback pinned at the bottom. Clicking Jobs or Get Paid opens its page and expands the group; Money, Marketing and You open and close their list; only the group you are in stays open. Press Cmd-K (Ctrl-K on Windows) anywhere to open the command palette and jump straight to a page.
On your phone: The bottom bar holds Home, Get Paid, Jobs, Ask Des and Menu for an owner; + New at the top of the screen adds something. Every other page is behind the Menu tab, which opens the full list in groups with a search box — type what you want ("EIN", "invite", "storage") and it takes you there.
Worth knowingCmd-K (Ctrl-K) opens Quick find on a computer — type a page, a customer or an invoice number.
In Your first day
What the pages are
The sidebar is grouped: Overview for the daily pages, Money for the books, then Grow, Planning and Account. Home, Get Paid, Customers and Schedule run most weeks.
Where it is · On a computer
Sidebar, top to bottom — Home, Ask Des, Jobs (its List and Calendar views, and Requests), Get Paid (Invoices, Quotes and Contracts), Customers, Money (Money in, Expenses, Profit, Taxes and Cash forecast), Marketing (Ads, Emails, Texts), Team, You (Owner finances, Goals, Business report). Pinned at the bottom: Connections, Add-ons, Settings and Feedback.
On your phone: The Menu tab lists the same pages, by the same names, under Jobs, Business, Money, Marketing, You and Account — plus Businesses when you own more than one business.
In Your first day
Which pages only you can open
Wealth, Taxes, Cash forecast, Settings, Add-ons and pricing are owner-only. A team member you invite never sees them, with nothing to set up.
Example screenWhere it is · On a computer
Owner finances, Cash forecast, Taxes, Businesses (the multi-business roll-up), Business report, Add-ons, Messaging, Settings and the Field ops view inside Jobs are owner-only. Jobs is open to seats with jobs.write; technicians see only their assigned work without prices or invoice links. A team member does not see the owner-only pages in the sidebar and cannot reach them by typing the URL.
On your phone: Same list — those rows are simply absent from the Menu tab for a team seat.
In Your first day
Find a setting by what it is about
Settings is three groups — Workspace for the business, Plan & team for money and people, Account for you. Guess the group, not the name.
Example screenWhere it is · On a computer
Settings, then the Search Settings box at the top of the list; type a word and pick the result.
On your phone: Settings, then read down the three groups — Workspace, Plan & team, Account.
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