Find your way around

A few tools at the top of every page get you anywhere in Homeforce fast.

#Search everything

Click Search at the top of the page, or press ⌘K (Ctrl+K on Windows). Start typing:

• After two letters, Records lists matching customers, jobs, estimates, invoices and leads.
• Quick actions creates things: New lead, New customer, New appointment, New estimate, New job, New invoice, Book a call.
• Go to jumps to any page you have access to, including ones hidden from your sidebar.

Use the arrow keys and press Enter to open a result.

#Create something new

The New button at the top lists what your role can create, in the order work usually flows: Lead, Customer, Appointment, Estimate, Job, Invoice.

#Notifications

The bell shows counts of things waiting on the office: New leads to contact, Unread conversations, Overdue invoices and Estimates opened, not signed. Click a line to open that list.

#Switch companies

If you belong to more than one company, click the company name at the top of the sidebar and pick another. Everything you see then belongs to that company.

#Your account menu

Click your photo in the top right to see your role, switch the Theme (light, system or dark), open Settings or Sign out.

#Arrange your sidebar

You can change your own sidebar without affecting anyone else:

1. Click Sidebar options (the three dots at the bottom of the sidebar).
2. Click Edit sidebar.
3. Move items and sections up or down, hide what you don't use, or star items to pin them to a Favorites section.
4. Click Done.

To undo your changes, open Sidebar options and click Reset to default. Collapse the sidebar to icons with Collapse or ⌘\.