What it does, and what it will notIn Your first day

In Your first day

What it takes off your desk

It brings your money in, bills customers, chases what is owed, keeps a running tax estimate, and shows what each job earned once costs are attached.

Where it is · On a computer

the sidebar is the honest answer — Home, Ask Des, Jobs (List and Calendar, Requests), Get Paid (Invoices, Quotes, Contracts), Customers; Money (Money in, Expenses, Profit, Taxes, Cash forecast); Marketing (Ads, included; Emails; Texts); Team; You (Owner finances, Goals, Business report); Connections, Add-ons and Settings pinned at the bottom.

On your phone: the same pages, by the same names, in the Menu tab, plus Businesses when you own more than one business.

The full answer in the docs

In Your first day

What stays yours

It does not file your taxes, run payroll, or send a customer anything you did not start. A blank or “unknown” is the truth, not a guess.

Where it is · On a computer

worth knowing before you go looking.

On your phone: the same limits on both.

Worth knowingWhen a margin says unknown, it is waiting for costs — attach them rather than doubting the number.

The full answer in the docs

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