Find your work from Home

Home gives you a starting point for the day. Recent projects take you back to jobs you’ve opened, and Jump Back In links take you to work such as drafts, unpaid invoices, and estimates awaiting approval.

Open a job or document

1. Choose a recent project, or open Projects to browse your jobs.
2. Use Search & ask when you know a name or part of what you’re looking for.
3. Open Estimates or Invoices to browse documents across projects. Check the status filter if a document seems to be missing.
4. Inside a project, use Overview, Estimate, or Invoices to switch between job details and paperwork.

The project’s Overview includes its logbook and upcoming work. Open More → Schedule where available to see that job’s calendar.

Check what needs attention

Open a Home suggestion to see the work it refers to before acting. Upcoming events show planned work; the notification bell shows updates. Dismissing a suggestion is different from completing the underlying job or collecting a payment.

If you work in more than one business, check the business name in navigation first. Search and lists show the business you currently have open.