The home page for each area has a list screen which has been cleverly designed so you can easily:

  • View any existing item by clicking on the item.
  • Check on the status of your items (where applicable).
  • Create a new item by selecting the add new plus button.
  • Search for an item (pull list down for mobile search bar).
  • Create filters by clicking on the filter button at the top right.
  • Export your items by clicking on the export button at top right.
  • The “B” icon shows the item has been billed.
  • Easily identify the status of Items such as invoices and quotes.
  • Click the 3 horizontal green dots on the item row on the web or swipe left on your mobile, options will appear (functionality depends on which list you’re using).
  • From the invoices list see a snapshot of key metrics displaying the status’ of your invoices.

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