Find pages on a computerOn the web
- Use the menu across the top. Home shows what is due and what came in.
- Money has Invoices, Estimates, Expenses, and Banking. Customers and Reports sit next to it.
- Work has scheduling tools such as Calendar and Routes, when they are turned on.
- More has Settings for your business, team, plan, and preferences.
- To start something new from anywhere, use the create menu and pick Create Invoice, Create Estimate, Add Customer, or Add Expense.
Find pages on a phoneOn your phone
- The bar at the bottom has Home, Invoices, Expenses, and More.
- Tap the round button in the middle to create an Invoice, Estimate, Customer, or Expense.
- Tap More for everything else, including Settings.