Choosing your shortcuts and features

In this article, you'll learn how to pick which extra features show up in your menu and on your Home screen, how to put your Home Shortcuts in order, and how to hide features from a team member. If you only see the things you actually use, you spend less time hunting around.

The main menu is the same for everyone: Home, Schedule, Map, Leads, Jobs, Clients and the rest. So is the bar along the bottom of a phone screen, which always holds Home, Conversations, Schedule, Contacts and the + button. The parts you can change are the rows listed under Features at the bottom of the menu and the Shortcuts tiles on your Home screen. You set both on one page, the Features store.

To open the Features store:

  1. In the menu, click Features.

The pencil next to Shortcuts on your Home screen opens the same page.

Note: Only admins and people whose role includes Account Settings see Features in the menu. Anyone else who opens the page is sent back to Home.
The Features store, with a switch on every card
The Features store, with a switch on every card

Switching a feature on

The store groups features by what they're for, like Marketing, Money & books and Your crew. Each card has the feature's name, a one-line description and a switch on the right.

  1. In the menu, click Features.
  2. Find the feature you want. To read about it first, click the card. That opens a page with What it does and Highlights. Once a feature is on, the page also has an Open button for it.
  3. Back in the store, click the switch on the card so it turns green.

The card now says Active, and the CRM takes you straight to that feature's page. If the feature needs setting up, that page walks you through it.

Opening a feature's page from the store

Once a feature is on, it gets its own row under Features in the menu and a tile in your Home Shortcuts. A few work a bit differently:

  • Employees and Subcontractors: on the web on a computer, these sit with your team in the menu. Employees shows up as Team Schedule, and Subcontractors sits right below it. In the phone app's menu, both are listed under Features.
  • OMW doesn't get a Home tile or a row under Features. On the web it's in Settings, in the Phone & booking group. In the phone app it's in the main menu, next to Phone and Call tracking.
Tip: Photos, Receipts and Tap to Pay start switched on for every account. Everything else starts off.
Note: On the free CRM, the store leaves out Scheduler, OMW, Asset Tracking, Employees and Subcontractors. The Plans page in the menu shows what a paid plan adds.

Switching a feature off

  1. In the menu, click Features.
  2. Click the green switch on the feature's card.

The feature drops out of the menu and your Home Shortcuts. Nothing you entered in it gets deleted, so you can switch it back on any time.

Ordering your Home Shortcuts

Your Home screen has a Shortcuts section with a tile for each feature you're using. The web Home screen and the phone app's home use the same list, so once you've set it, it's the same everywhere.

  1. In the menu, click Features, or click the pencil next to Shortcuts on your Home screen.
  2. Scroll down to On your phone. You'll see a numbered list of every feature you're using, next to a small preview of a phone's home screen.
  3. Use the up and down arrows on a row to move it.
  4. To keep a feature off the Home screen, click the green switch at the end of its row. The row gets marked hidden, but the feature stays in your menu.

Changes save as you make them. The first 8 tiles fit on a phone screen without scrolling, so put the ones you open most at the top. If you have more than 8, the preview tells you how many more sit below them.

Moving a shortcut in the On your phone list

You can't change the order of the rows under Features in the menu. The order you set here only changes your Home Shortcuts.

Tip: In the phone app, the pencil next to Shortcuts on the home screen opens the same Features screen, with the same switches, the same On your phone list and the same arrows.
Note: If none of your switched-on features are showing, your Home screen leaves out the Shortcuts section completely.

Choosing which features a team member sees

If someone on your team doesn't need some features, you can hide those features from them. You set this for each person, on the web.

  1. In the menu, click Team.
  2. Click the team member's row. Their User Profile opens on the Profile tab.
  3. Scroll down to CRM features this login sees (unticked = hidden) and untick anything they shouldn't see.

Each tick saves right away. Once a feature is unticked, that person won't see it under Features in their menu or in their Home Shortcuts.

Note: This list only shows for team members who have a login and aren't admins. Admins always see every feature that's switched on. The phone app's User Profile doesn't have this list, so use the web for it.

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