Get it on the Microsoft Store
Menu

Home / Help center / Getting started

Where is each section and what do I use it for?

Use the sidebar to reach each part of the workflow. Help is available without losing an unsaved form.

Steps

  1. Overview summarizes the business. Customers holds contacts. Estimates & bids builds prices; Jobs & profit tracks accepted work, costs and changes.
  2. Overview has daily totals, current jobs and next steps. Open Reports & exports for Profit review or expandable Cash & cost charts. Getting started contains the optional tour and sample company.
  3. Employees & time stores workers and hours. Expenses & income holds bills and other receipts. Company overhead shows shared business expenses. Invoices & payments tracks customer billing and receipts.
  4. 13-week cash plan is your manually entered forecast. Reports & exports saves PDF and Excel snapshots. Records & archives explains retained history; Office & devices manages pairing, sync and external backups.
  5. Company & settings changes company details, defaults and reporting year. Getting started explains setup. Help & troubleshooting searches these guides. Scroll the sidebar if the lower entries are below the screen.
  6. Type an everyday task in Help, such as “monthly totals”, “fuel”, “edit paid time” or “connect laptop”. Add words to narrow results; choose All categories to search all guides.

Check that it worked

You can find the relevant screen without changing any records.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

Related