Sidebar
The sidebar holds your main pages, such as Home, Calendar, Jobs, Leads, Quotes, Proposals, Customers, Invoices, Expenses, Inventory, Resources, Files, Automations, Wrapstart AI and Reports. Pages that are not in your sidebar are under More, just below Reports, grouped into Sales, Shop, Marketing, Portals, AI & Insights and Connections: for example Payments, Work Orders, Price Book, Proofs, Online Shop, Email Campaigns, Client Portal and Integrations. Use Customize sidebar in the More panel to choose what shows (Reset to default puts it back), and Collapse to shrink the sidebar to icons.
You only see the pages your plan includes and, on a team, the pages your role allows.
Header
- Search: find customers, invoices, bookings and more. Press Cmd+K (Ctrl+K on Windows) to jump to it.
- +: create something new from any page: Quick Book, New Lead, New Customer, New Booking, New Work Order, New Appointment, New Quote, New Invoice or Take Payment.
- Wrapstart AI: open the AI assistant.
- Communications: open your messages.
- Notifications: the bell.
- Your profile menu: My Account, Settings, Help Assistant, Dark mode, Hide amounts (it changes to Show amounts when on), Refer a Friend, Integrations and Sign Out. If your login belongs to more than one business, Workspaces lets you switch between them.
- Phone: when calling is set up, a phone button opens the dialer.
Tip
On a phone, tap the menu icon at the top left to open the sidebar.