Find your way around the CRM
The sidebar has nine sections grouped by task. Press Ctrl+K (Cmd+K on Mac) to jump to any screen by name.
Overview
Every screen in the CRM lives in one of nine sidebar sections. Each section opens on click; the section for the page you are on opens automatically. You only see the items your plan and role include.
The nine sections
- 1
Home: Dashboard, Setup Guide, Nexus, and AI Insights.
- 2
Customers: Leads, Contacts, Pipeline, Tasks, Forms & capture, Referrals, and Archived leads.
- 3
Messages & calls: Inbox, Conversations, Calls, Phone Dashboard, and SMS automations.
- 4
AI Receptionist: Overview, Voice demo, Setup Wizard, Receptionist calls, Receptionist Analytics, and Receptionist Settings. This is where you manage Ava.
- 5
Sales & money: Quotes, Quote templates, Invoices, Payments, Finance hub, LedgerAI, Expenses, Profit Advisor, and Payment providers.
- 6
Field operations: Operations dashboard, Calendar, Dispatch, Control tower, Jobs, Job documentation, Routes AI, Technician mobile, Staff app, and Operations settings.
- 7
Team: Staff Members, Direct Messages, Crew chat, Payroll, and Commissions.
- 8
Growth & automation: Automation, Workflow Builder, AI Agents, Prospecting, Opportunity Radar, Marketplace, and Agency.
- 9
Workspace: Workspace Settings, Integrations, Media Library, Help & Support, and the Workspace console.
Tips
- Ctrl+K (Cmd+K on Mac) opens a quick jump box. Type part of a screen name, like "payroll" or "dispatch", and press Enter.
- The phone button in the top bar opens the softphone when it is turned on for your workspace.
- Not seeing a screen? It may need a higher plan or a different role. Ask your workspace owner.
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