Find your way around

What this is for

Use the same list tools, shortcuts, and header counts everywhere — they are not separate jobs.

Concepts

Most lists share:

Control	What it does
Filter (funnel)	Narrow the list. On some reports the tooltip is Parameters.
Print to CSV	Download the current table.
Print to PDF / Print to CSV on a document	Open or save that invoice, credit, contract, or report.

The left toolbar (icons) creates a new record of a type you already have a chapter for: New Client, New Invoice, New Billable Item, and so on. Pick Select Company when it asks.

The header counts are shortcuts, not new screens:

Badge	Opens
Truck	Delivery list
Stopwatch	Timers
Tags	Pending billable items
Dolly	Items pending delivery
Card (red)	Expired saved cards
Life-ring	Service Dashboard
Handshake	Draft contracts
Card / register (red)	Failed or due auto-charge payments

Help (question mark) → Support Options: Documentation (this manual’s public site), and on paid plans Community Support / Email Support / phone as the menu shows. Do not treat those as product jobs.

Profile (avatar) is your name, photo, and password — not company setup. Company setup stays under the gear.

Notes and Logs on a customer, vendor, or contract are the history of that record. Company-wide activity is See company logs.

Customer portal and API are a different product.

Before you start

• You can Log in.

Steps

1. On any list, try Filter if the table is long.
2. Use Print to CSV when you need a spreadsheet.
3. Click a header badge only when you want that queue.
4. Use Help → Documentation if you left this manual.

What happens next

Return to the job you were doing (invoice, delivery, case).

If something looks wrong

• A badge is missing. Its count is zero (the product hides empty badges).
• CSV is empty. The filter hid every row — clear Filter first.
• Documentation opens the marketing site. The in-app Help link uses the public docs URL your company configured.