The More menu, Inbox and your account

The More tab is everything beyond your day: search, the same sections you have in Homeforce on the web, and your account. Tap More in the tab bar, or tap your photo in the top right.

#Search

Type in the search box at the top to find customers, jobs and invoices. Try a name, phone number, street, or job or invoice number. Search needs a connection.

#Your profile and company

The first card shows your name, email and role. Under Company, you'll see your company's name. If you belong to more than one company, tap another one to switch. The app won't switch while you have changes waiting to sync.

#Your sections

Below that, More lists the same groups and pages as your sidebar on the web (Sales, Operations, Finance, Marketing, Insights and so on), in the order your company set. You only see what your role can open, and badges show new leads and unread messages.

• A › means the page opens in the app. Lists like Leads & Pipeline, Customers, Estimates, Jobs, Invoices, Payments, Pricebook, Memberships and Reports open here, with search, tabs and pull to refresh.
• An arrow pointing out of a box means it opens Homeforce on the web in your browser.
• A lock means the feature isn't on your company's plan. The account owner can add it on the web.

From a record you can call, text, email or map with one tap, run the actions your role allows, and tap Edit to change details, including your company's custom fields. View on the web opens the full record in your browser. Creating and editing records here needs a connection.

#Inbox

The Inbox tab lists texts, emails and web chats with customers, newest first, with unread counts. Tap one to read the conversation.

• Roles that can message customers can reply. Replies typed offline send when you reconnect.
• Technicians can read conversations but not reply. The office handles replies.
• Subcontractors don't see the Inbox tab.

#Help, sign out and delete account

At the bottom of More:

• Get help and Privacy policy open in your browser.
• Sign out signs you out of this phone and clears your saved schedule. If changes are still waiting to sync, you'll be warned first. See Work offline.
• Delete account permanently removes your Homeforce login (name, email, phone and password) for every company you work for, and signs you out everywhere. Jobs, photos and notes you worked on stay in your company's records. This can't be undone.

The app version is shown at the very bottom, which helps if you contact support.