DesksEverything
Everything is the desk with the full menu. It groups every page you may open as Money, Sales, Work and Customer services, with Home, My work and Inbox above them.
Start here when you run the whole business yourself. Switch to a focused desk when you want a shorter menu for one kind of work. The records stay the same.
Home
Home puts Cash in, Owed to you, Quotes out and Unbilled time side by side, each with a small chart and one sentence. A line below gives one figure for each other area you use, then the work that needs attention. Every figure opens the records behind it.
Read HomeMy work
My work starts with a short line for the day and a week strip. Its Today, This week and My cards tabs show how many items each holds, counting only the records you can open.
Plan your day on My workInbox
Mention a colleague or a team where the work happens. Inbox gathers mentions, replies, handovers and updates, with live refresh and optional browser push. Comments never appear on documents or in customer emails.
Follow the conversationViews
Show customers, documents, items, purchases, projects, leads and deals as a table, list, board, calendar, timeline or gallery. Filter on exact amounts, save a view for yourself or a team and share its link.
Find your viewRecord menus
Every row, card, file and comment has one menu with the actions your role allows. Open it with the … button, a right-click, the menu key, Shift+F10 or a long press.
Use a record’s menuPeople and teams
Keep colleagues, teams, working hours and rates in People. Invite people and manage their accounts from the same directory. Roles, custom roles and guest scopes decide which records each person can see and change.
Work with people and teamsThe limits stay visible
Every desk works on the same customers, documents and files. Switch desks in the top bar and the records stay where they are.
Owners and admins have every desk. They give each role or person the desks they need and can rename this desk or arrange its pages. Below Admin, a desk also limits what a person can open, even through a saved link or an AI client.
Give a role or person their desksNext
The read-only demo opens as an Owner with every desk. Choose Everything in the top bar and read its Home with example records.
