Home

Start the day knowing what matters: your booking link, today's route, money signals, and quick creates — without hunting through menus.

See it in action

Desktop Home with booking link, Today's route, and analytics at a glance
Desktop Home with booking link, Today's route, and analytics at a glance

Copy your link, jump into Today's route, and create work from one place.

How to use Home

  1. Open Home after you sign in (first stop after the card checkpoint on `/onboarding/welcome`, not after Finish setup alone).
  2. Use the highlighted Booking link row — Copy link or open the public page to verify what customers see.
  3. When you have in-person stops, use Today's route companion (map / leave-by / On my way / Complete) or open Routes from the sidebar (Routes).
  4. Scan money, bookings, and quotes, then link-view analytics at the bottom when they appear for your entitlements.
  5. Check the notification bell for new bookings, quotes, and payment activity.
  6. Use the Home create control for a fast New booking, quote, invoice, customer, or service (card on file required for gated creates).

Banners to act on

  • No card on file — add a card under Settings → Billing so creates and public booking stay unlocked. This banner is a bypass / billing-blocked edge, not the happy path — Home is behind the welcome card checkpoint.
  • Listing incomplete / hidden — finish address or directory settings on Profile.
  • Bookings or quotes turned off — restore toggles under Settings → Bookings or Settings → Quotes.
  • Platform billing blocked — open Billing and clear the overdue platform invoice before you can accept new bookings.

Tips

  • Finish onboarding and add a platform card so Home unlocks.
  • Deep links in help guides land on the same screens after sign-in (`?next=`).
  • Use Home for triage; use Bookings, Quotes, and Invoices for deep work on one job.