The menu

The menu runs across the top of the portal. Most of it is the same for everyone. A few screens only appear for the kinds of work that use them, so you never see screens you do not need.

What everyone sees

Menu	What it is for
Pipeline	Where you start an estimate (New Estimate). Also lists estimates you have not finished, and every job with a button to download its estimate.
Projects	Every job, grouped by where it stands: Leads, Estimating, Booking, Scheduled, In Progress, Completed & Billing and Closed. This is where you schedule, assign crew and move a job along.
Action Queue	What needs you today, most urgent first. A good place to start the morning.
Schedule	The week ahead as a list or a calendar: who is where, and when.
Customers	Everyone you have quoted or worked for, with their contact details and jobs. See Customers and reviews.
Recurring	Your repeat customers and their upcoming visits, for kinds of work that repeat.
Service Catalog	Your services and prices. Estimates are built from them.
Ask for Reviews	Email past customers a link to review you on Google. Admins only. See Ask for reviews.
Settings	Your company’s settings, team and subscription. Admins only. See Your settings.

The Job Pipeline screen. A New Estimate button sits at the top right. Below it, an In-Progress Estimates list has one unfinished estimate with Resume and Delete buttons, followed by a list of jobs with their status and Ops plan and Download buttons. — Pipeline. Unfinished estimates wait at the top until you resume or delete them.

What changes with your kind of work

You chose your kinds of work when you signed up. Some kinds add their own screens. If you do more than one, you see the screens of each.

Kind of work	Recurring	Equipment	Products & Supplies	Dump Sites
Tree care	Yes	Yes	No	Yes
Cleaning	Yes	No	Yes	No
Engine repair	No	No	No	No
Snow removal	Yes	No	No	No
Junk removal & hauling	No	No	No	Yes
Yard care & cleanup	Yes	No	No	Yes
Handyman	No	No	No	No

Everyone has a crew list. With tree care it also lists the equipment you own and is called Equipment & Crew. Without tree care it is called Crew.
Products & Supplies is the cleaning products you use, by product line.
Dump Sites is where you haul debris or junk, and what each load costs you.

Tree care, cleaning and engine repair, seen by an admin. When the menu is wider than the screen, scroll it sideways.

More on each kind: Tree care, Cleaning, Engine repair, Snow removal and Yard, junk and handyman. To add or remove a kind of work, see Your settings.

The top bar

Help opens this guide in a new tab.
The sun or moon button switches between light and dark.
The gear opens Settings. Only admins see it.
Sign out signs you out on this device.

Stuck on something? Email [email protected] and tell us what you were trying to do.