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Workspace
Projects
Pipeline
Work Orders
Clients
Vendors
Finance
Outreach
Reports
Automations
Documents
Import
Settings
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Appearance

How the workspace looks and feels — only for you, on this device. Everything previews live; there’s nothing to save.

Live preview
Projects
3 need attention
FA
Fire alarm testing
23239
In progress
RL
Roof leak — Unit 4
23241
Proposal sent
PL
Parking lot sealcoat
23240
Sold

Start from a preset

Sets text size, spacing, corners and the sidebar together — fine-tune below.

Theme & color

Theme

Accent

Using the company colors from Settings → General.

Size & shape

Text size

Everything scales with it.

Density

How much fits on the screen.

Corners

Font

Sidebar

Labels or icons, the order, and what’s tucked under More.

Always shown

  • Home Fixed
  • Inbox Fixed
  • Tasks Fixed

Your order

12 shown · 0 under More
  • ProjectsSold work, by delivery status
  • PipelineOpen deals by stage
  • Work OrdersWhat vendors are doing, and when
  • ClientsCompanies, sites, people, lists
  • VendorsDirectory, map, COIs, quotes
  • FinanceBills, billing, tax, commissions
  • OutreachSequences, campaigns, dialer, SMS
  • ReportsNumbers, computed live
  • AutomationsTriggers, conditions, actions
  • DocumentsEvery PDF, photo and COI
  • ImportBulk work-order sheets
  • SettingsCompany, users, templates, rules
Phone tabs: Home · Inbox · Tasks · Projects · More
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Comfort

Home tilesEverything is showing
Company colors on proposals, work orders and emails are set by an admin under General & branding. Your accent only changes what you see.
Live preview
Projects
3 need attention
FA
Fire alarm testing
23239
In progress
RL
Roof leak — Unit 4
23241
Proposal sent
PL
Parking lot sealcoat
23240
Sold
Your kit, right now
Open pipeline
$184,900
12 open projects
Proposal sentSoldWaitingReady to bill
Home tilesEverything is showing