A tour of the app: sidebar, board and where things live

Walk the sidebar top to bottom, learn what each screen is for, collapse the sidebar, use the account menu and find your way around on a phone.

Beginner 8 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /board, /calendar, /projects, /customers, /dashboard, /pricing/productlist, /branding, /settings, /settings/team, /settings/billing, /profile · Guide last checked 2026-10-03

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Preconditions

A demo workspace with branding set, so the company chip shows a real name.

Steps

1. Read the company chip and the New job buttonDo: At the top of the sidebar, under the logo, find the chip with your company name. Below it is the prominent "New job" button, in your brand colour. Do not click it yet.Expect: The chip shows the Account Name from Branding (or the organization name if branding is blank). The New job button is the most prominent control on the screen.Actual:
2. Walk the primary groupDo: Click each item in turn: Board, Calendar, Jobs, Customers, Dashboard, Price list. Read the page heading each time.Expect: Board shows the stage columns. Calendar shows week/month/list views. Jobs shows a grid or list headed "Projects". Customers shows a roll-up table. Dashboard shows revenue cards. Price list shows your product table headed "Product List (default pricing)".Actual:
3. Walk the Setup groupDo: Click Branding, Settings, Team, Billing and Help & guides. These are the things an owner sets up once.Expect: Branding shows themes, account details, logo and colours. Settings shows a left menu of tabs starting at Layouts. Team shows members and invites. Billing shows your plan. Help & guides opens this help center.Actual:
4. Collapse and expand the sidebarDo: Click "Collapse" at the very bottom of the sidebar. Hover over an icon to see its label. Click the chevron again to expand.Expect: The sidebar narrows to icons with tooltips. Your choice is remembered the next time you open the app.Actual:
5. Use the account menuDo: Click your initials and name at the bottom of the sidebar. The menu shows your email, "Profile" and "Log out".Expect: Profile opens the page with your name and verification status. Log out signs you out to the public site.Actual:
6. Try it on a phoneDo: Narrow the browser (or open the app on your phone). A top bar appears with a menu button, the logo and a "+" button. Tap the menu button.Expect: The same sidebar slides in from the left as a sheet and closes after you pick a link. The "+" button opens the New job dialog.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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