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

Before you record

• A demo workspace with branding set, so the company chip shows a real name.
• Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

Narration, in order

1. 0. Intro: A tour of the app: sidebar, board and where things live

   0:00 · 20s

   Title card, then the first screen of the lesson.

   Let us take a tour. In five minutes you will know where every screen is and how to get around on a phone.

2. 1. Read the company chip and the New job button

   0:20 · 36s

   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.

   Top of the sidebar: your company name, and the New job button. Creating a job is the thing you will do most, so it is always one click away.

   Show before cutting: 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.

3. 2. Walk the primary group

   0:56 · 36s

   Click each item in turn: Board, Calendar, Jobs, Customers, Dashboard, Price list. Read the page heading each time.

   The primary group is your daily work. Board for the pipeline, Calendar for visits, Jobs for the full list, Customers for history, Dashboard for the numbers, and Price list for your catalog.

   Show before cutting: 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)".

4. 3. Walk the Setup group

   1:32 · 36s

   Click Branding, Settings, Team, Billing and Help & guides. These are the things an owner sets up once.

   Setup is the one-time configuration: how your documents look, your layouts and templates, who is on the team, and billing. We will cover each in its own lesson.

   Show before cutting: 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.

5. 4. Collapse and expand the sidebar

   2:08 · 36s

   Click "Collapse" at the very bottom of the sidebar. Hover over an icon to see its label. Click the chevron again to expand.

   Need more room? Collapse the sidebar. Icons stay, labels show on hover. The editors do this for you automatically because they need the width.

   Show before cutting: The sidebar narrows to icons with tooltips. Your choice is remembered the next time you open the app.

6. 5. Use the account menu

   2:44 · 36s

   Click your initials and name at the bottom of the sidebar. The menu shows your email, "Profile" and "Log out".

   At the bottom is your account menu: your profile, and log out.

   Show before cutting: Profile opens the page with your name and verification status. Log out signs you out to the public site.

7. 6. Try it on a phone

   3:20 · 36s

   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.

   On a phone the sidebar becomes a slide-out menu, and the plus button up top creates a job. Field crews live on this view.

   Show before cutting: 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.

8. 7. Recap & next lesson

   3:56 · 15s

   Hold on the finished result, then the end card.

   That is the whole map. Next we make the app look like your company: logo, colours and company details in Branding.