A quick tour of your dashboard

Your dashboard is home base once you're signed in. Here's what each section does.

Every estimate you've created, whether it's a draft, sent, or accepted. Open any estimate to edit it, resend it, or turn it into an invoice.

A running list of the people and businesses you quote for, so you're not re-entering contact details on every job.

Group related estimates, proposals, and invoices under one job when a project has multiple stages or change orders.

Once a client accepts an estimate, you can turn it into a formal proposal or invoice without retyping the line items.

Manage your trial, subscription, and payment details from the account menu at any time.

If you're not sure where something lives, the search bar at the top of the dashboard is usually the fastest way to find it.

Your dashboard is home base once you're signed in. Here's what each section does.

Every estimate you've created, whether it's a draft, sent, or accepted. Open any estimate to edit it, resend it, or turn it into an invoice.

A running list of the people and businesses you quote for, so you're not re-entering contact details on every job.

Group related estimates, proposals, and invoices under one job when a project has multiple stages or change orders.

Once a client accepts an estimate, you can turn it into a formal proposal or invoice without retyping the line items.

Manage your trial, subscription, and payment details from the account menu at any time.

If you're not sure where something lives, the search bar at the top of the dashboard is usually the fastest way to find it.