Web navigation
Use the grouped sidebar on desktop and More on smaller screens. Search opens the command palette for permitted pages and records. The account/avatar menu contains personal account controls; Help opens searchable verified guides. Links and navigation are limited by your role; a hidden page is not permission to call its API.
Setup reminders
Guided setup stays available in Settings. Required Business and Documents completion, Set up later, and a personal dismissal can hide reminders. Dismiss reminders does not complete optional integration steps. Use Undo immediately after dismissal to restore eligible reminders.
Keep going
Set up your company with guided questions
Save your business answers, review the actual changes and apply them explicitly.
Read guideInvite employees and choose their roles
Set up administrators, managers, callers, salespeople, and installers without sharing logins.
Read guideGet useful support and diagnose common problems
Collect the right details and distinguish account settings from platform service configuration.
Read guide