Home
Inbox6
Tasks7
Workspace
Projects
Pipeline
Work Orders
Clients
Vendors
Finance
Outreach
Reports
Automations
Documents
Import
Settings
Get started0 of 8 done · about 13 min left
FSG
Home6Inbox7TasksProjectsMore

Learn the workspace

Short, hands-on lessons. Each one ticks itself off when you do it for real.

Get started

8about 13 minutes left
  • Take the two-minute tour
    See how selling, doing and billing fit together.
    2 min
  • Make it yours
    Pick the density, text size and theme that suit your eyes.
    1 min
  • Ask Copilot something
    Try “What needs me today?” — it answers from live data.
    1 min
  • Find anything⌘K
    Project numbers, names, addresses, even words inside a scope.
    1 min
  • Send a proposal
    From scope to a signed PDF in one flow.
    3 min
  • Dispatch a work order
    Vendors accept by replying 1, 2 or 3 to a text.
    2 min
  • Bill a finished job
    Close it out, create the QuickBooks invoice, lock it.
    2 min
  • Pin something you use daily
    Open any record and press the pin — it stays in your sidebar.
    1 minGo
0%0 of 8
Let's get you fluent

Most people finish in one coffee.

Keyboard

  • Search or ask⌘K
  • Copilot⌘J
  • New projectNP
  • Log a callL
  • Appearance,
  • Sidebar labels[
  • All shortcuts?

Lessons

What’s new

Copilot

Ask about anything in the workspace. It shows its reasoning and waits for your OK before acting.

A brief on every record

Projects, clients, vendors and contacts open with a live summary, a score with its reasons, and next steps.

Density, size and corners

Sliders that click into place. Compact for power users, roomy for easy reading — only for you.

Built for your phone

Large titles, a floating tab bar, sheets you can flick away, and swipe actions on lists.

Pinned and recent

Keep the records you touch every day one tap away in the sidebar.

Search answers questions

⌘K on a keyboard, the magnifier on a phone. It finds records and actions — and hands real questions to Copilot.