You’ve covered the essentials. When you’re ready for more:
- Import your data — bring in existing clients and properties from Settings → Export & Import Data.
- Jobs & Quotes — one-off work on a specific date, under Work Management → Jobs & Quotes.
- Recurring invoices — bill regular service automatically from Invoices → Recurring.
- Dashboard — see your business at a glance from Dashboard in the left-hand menu.
- Client Portal — give your clients their own login to see visits and pay invoices, set up from Settings → Client Portal.
Note: Need help? Click the ? icon at the top-right of the web app to open the Help resource center. On the phone, go to ☰ → Settings → Contact Support.