Help Center
Everything you need to get productive fast
Keyboard Shortcuts
Open global search
⌘K
New record (context aware)
⌘N
Save current form
⌘S
Go to Jobs
GJ
Go to Customers
GC
Go to Quotes
GQ
Go to Dispatch
GD
Go to Finance
G$
Focus search
/
Show keyboard shortcuts
?
Close dialog / cancel
Esc
Next row in list
J
Previous row in list
K
Open selected row
Enter
Pro tip
Press ? anywhere in the app to open this list.
Did you know?
1
Press ⌘K anywhere to jump to any job, customer, or quote.
2
You can save filter presets on the Jobs list — they show up in the sidebar.
3
Field crew can clock in offline; the entry syncs when they reconnect.
4
Quotes over $15,000 route to Owner review automatically.
5
Mark a customer VIP to highlight their jobs in dispatch and route sales alerts first.
6
Bulk-update job statuses by selecting rows and choosing an action.
7
Custom fields let you extend Jobs, Customers, and Quotes without a code change.
8
The Report Builder can email a scheduled PDF every Monday morning.