Find your way around

Your workspace is the same on every device. Here's the lay of the land.

The app menu

The grid icon in the top bar opens your apps. Everything your company has lives here — sales, invoicing, projects, and the rest. Click a tile to open an app. Start typing to filter apps by name.

The left sidebar

Inside an app, its sections live in the sidebar on the left. The page you're on is marked with a dark pill. The navbar shows the current app's name; click it to collapse or reopen the sidebar. Click EVERJUST any time to jump back to all your apps.

Search

You don't have to remember where anything lives. Open the app menu and start typing to find an app or feature by name. Inside an app, use the search bar at the top of any list to find a record (a customer, an invoice, a project) and filter or group the results.

Your account

Your avatar in the top-right opens your account menu: Profile Settings (your profile, password, and two-factor login), a link to replay the setup tour, and sign out. See Your account & security settings. Workspace administrators also reach users and company details from here.

The setup checklist

The first time you sign in, you land on Getting Started — a short checklist built from what you told us at signup. It walks you through your first real actions (create a lead, send an invoice, invite your team) and tracks your progress. You can replay it any time from your account menu, or dismiss it once you're set up.

Next

Invite your team Turn apps on and off