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Overview
Your first 30 minutes
Quotes and projects
Inside a job
Email on a job
Your account
Job cost
Task planner
Reading the Gantt
How a task gets its dates
Dependencies
Conflicts
Work waiting on you
Materials
Materials and POs
Stock and deliveries
Files
File Manager
Quoting
Building the bid
Quotes and projects compared
AI
The assistant
The inbox agent
Your shop
Your people
Shop settings
Vendors and payables
Client Aliases and Job Numbers
Shop documentation
Shop floor
Shop Time and Task Time
Equipment
Kiosk and worker home
Releases
Changelog
AI
2 guides.
The assistant
What the AI can do on a job, what the intake agent does on its own, and the line neither of them crosses.
The inbox agent
Email Audit is the log of what the intake agent read and where it routed it, and the place you correct it when it guessed wrong.