The four buttons along the bottom

Help · Finding your way around

Everything lives behind one of four buttons along the bottom of the screen.

New quote — the mic. Where you start a job.

My quotes — every quote you've ever built, newest first, with how it's doing: draft, sent, accepted, invoiced, paid. Tap any one to open the job. This is also where you find an old quote.

Money — who owes you what. Outstanding invoices, overdue ones, and accepted work you haven't billed yet.

Settings — your prices, your team, your business details, your logo, your subscription, and connecting QuickBooks.

If you're looking for something and can't see it, it's almost always on the job itself: open the quote from My quotes and scroll — the customer's details, the invoice, the PDF and the send buttons are all on that one screen.

Finding your way around

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