The home screen at a glance
Every button the home screen can show, and the screen each one opens.
The home screen is a list of buttons, one per part of the app your company uses. Tap a button to open that screen, then use the back arrow to come home again.
This screenshot shows the Tradie Light theme. Tradie Classic has the same buttons in the same places; only the colours change.
The top of the screen
- Home - the screen title.
- The gear - opens Settings. On the Dashboard layout it is a menu button instead.
- Your company’s name - under the logo. If your sign-in covers more than one company, tap the name to switch to another.
- Welcome and your name - so you can see who is signed in on this phone.
The buttons
Your company decides which of these you see, so your list is usually shorter than this.
| Button | What it opens |
|---|---|
| Customers | The customer lookup. See Look up a customer |
| Enter Job Materials | A materials record against a job. See Add materials |
| Time Sheet | The Time Sheet screen. See Log time on a job |
| Create Purchase Order | A new purchase order to a supplier |
| Create Job | A new job, for when you are sent to work that has no job yet |
| Create Quote/Invoice | A quote or invoice for a customer |
| My Scheduled Jobs | Your bookings for today and later. See Your jobs list |
| My Progress Jobs | Earlier bookings that are not finished yet |
| My Jobs | The jobs booked to you, with an Update Jobs button |
| Users And Plant | Who and what is booked on a day. Admins only |
| Create Workshop/Van PO | A purchase order to restock the van or workshop |
| View Transactions | The materials, purchase orders and time you have recorded |
| Lookup | Quick lookups of records from your accounting system |
| All Jobs | Every open job, so you can pick one up yourself |
| Notifications | Messages sent to your phone. See Push notifications |
| Documents | Your company’s reference documents. See Open a reference document |
| Draft Checklists | Forms you saved part-way through. See Save a form and finish it later |
| A form’s name | A form your office has placed on the home screen. See Custom forms |
| Logout | Signs you out of this phone |
Prefer your hours, your next job and your favourite buttons on one screen? Switch to the Dashboard home screen in Settings.
The bar along the bottom
The home screen ends with a thin bar showing the copyright line and a small cloud. The cloud is green when the phone is online and red when it is not, and short messages appear in the bar now and then. See The notification bar.
Not seeing a button you expected?
- The button is not on your list. Your company has not switched that feature on, or your user does not have the role it needs. Ask the office.
- A form you were told about is missing. It may be placed on a job rather than on the home screen. Open the job and look on its tabs.
See also
- Navigation - moving between screens and getting back home.
- The Dashboard home screen - the alternative layout.
- Your jobs list - the job lists behind the job buttons.