Handbook / Reference
Getting around quickly
The handful of things worth knowing once.
| Do this | To get |
|---|---|
| Type in the search box at the top | Everything - projects, clients, documents, vendors - matched as you type |
⌘↵ in any dialog | Save, without reaching for the mouse |
⌘↵ in a note | Post it |
Esc | Close whatever is open |
| Download PDF on any document | The real file, the same one that gets emailed |
| Preview on any document | The print view, with the browser's own print dialog |
| Export CSV on job cost | The whole breakdown, for a spreadsheet |
Where things are
The left rail groups by what you are doing rather than by record type: Work for projects, work orders, change orders and photos; Documents for RFIs, submittals and the punch list; Sales for leads, clients, properties, estimates and proposals; Money for invoices, purchasing, subs, reports and the price book; and Company for the admin panel, people, email, settings - and this handbook.
Counts on the rail are live: open work orders, pending change orders, overdue invoices, unread things on your desk. They are the fastest read of what is waiting.