Getting Started

Finding your way around

When you log in, you'll land on the Jobs screen. The navigation layout changes to suit the screen orientation.

Portrait and landscape navigation

• In portrait mode, the navigation bar appears along the bottom of the screen. It automatically hides when you scroll down and reappears when you scroll up.
• In landscape mode, the navigation bar is vertical and appears along the left edge of the screen.
• In portrait mode, the Materials icon appears at the top right, immediately to the left of the Settings icon.
• In landscape mode, Materials appears in the navigation bar between Customers and Events.

Main screens

• Jobs – your work calendar and scheduled job cards. Choose a date to see its bookings, use Search to find a customer or job, and tap a job card to open its details.
• Customers – a clickable list of all your customers. Tap a customer to see their details and bookings, or tap + to add a customer.
• Materials – your materials list, stock levels, billing prices, document imports, and QR labels. See Materials for Billing.
• Events – the shared calendar for holidays, leave, reminders, and other company-wide events that aren't tied to a customer job. See Events.
• Safety – Health & Safety documents, accident and near-miss reports, JHAs, safety report exports, and toolbox meetings. See Health & Safety.
• Admin – finances, tax, assets, statements, invoicing, and company settings. This tab is only visible to Admins and the Owner. See Admin Panel: Finances Overview.

Using the Jobs calendar

• In landscape mode, tap a job card to open it on the right side of the screen. The job card covers the calendar while keeping the jobs list visible.
• Each date shows how many jobs are scheduled for that day.
• Public holidays are shown in yellow. Tap the holiday date to briefly display a banner with the holiday name.
• Events created on the Events screen appear as coloured lines that span the length of each event. Tap a date with an event line to briefly display a banner with the event name.
• Tap any date to move the job-card list to the jobs nearest that date.
• Swipe the calendar left or right to change months.
• Use the two drop-down menus to select a different month or year.
• Tap Today to return the calendar and job-card list to today's date.
• In portrait mode, drag the toggle along the bottom edge of the calendar to expand it to a full month or contract it to a single week.

Settings

Tap the ⚙ Settings icon at the top of the Jobs screen to access:

• Your profile, subscription, and connected computers
• Appearance, theme, accent colour, and app-lock controls
• Job-reminder notifications
• Staff accounts and user roles
• Backups, archived jobs, and data import/export tools
• Help, app information, and logout

Common navigation controls

• Use the bottom navigation bar to switch between the main screens.
• Tap the back arrow in the top left to return to the previous screen.
• Tap a customer, job, event, report, or other card to open its details.
• Use Search to quickly find a customer or job.
• Tap a + button to create a new item on the current screen.
• Open the ⋮ menu when available to find additional actions and settings.