Find your way around

Everything lives in the menu on the left, in groups: Customers (with Quote Requests and Estimates), Work (with Today's Teams), Team (Employees, Time Clock, Commission & Bonus, Scorecard), Products (with Reference), Billing, Messages, Marketing (Website, Reviews, Customer Survey, Lead Sources), Admin and Help & Resources. Reports sits at the top. On a phone and in the iPhone app, the bar at the bottom has tabs: Route, Customers, Base (Command on the phone tab bar), Tasks and More. You only see the tabs your role can open, so a technician may see just Route, Tasks and More. More opens the full menu with everything else, Help Center and Log Out. On Route, the menu also has Office (for roles that can open office pages), Help Center and Log Out.

Customer and property pages have one-tap Call, Text, Email and Directions buttons under the address (Directions opens Apple Maps on iPhone, Google Maps elsewhere). A Service on Route has the same in its phone and map buttons.

1. The top of the menu has Dashboard, Base, Route and Tasks.
2. Customers opens Customers, Properties and Tags. Work has Programs, Services, Products, Inventory and Vendors.
3. Office has Billing, Reports, Emails, Messages, Automations, Employees and Reference.
4. Groups open and close with a click, and the menu remembers which ones you left open.
5. The buttons beside a page title do that page's tasks. The blue one is the main action (like Add Customer); the round icons are extras. Hover one to see its name.

Searching a list

1. Every list has a search bar at the top. Press / or Ctrl+K to jump into it from anywhere on the page.
2. The pills beside it are filters. A filter you changed turns blue.
3. Reset shows up when something is filtered and puts everything back.

Your filters are remembered for you, so a list opens the way you left it.