Your contractor workspace
Find the work, project details, and settings available to your role.
Start with My Work
My Work brings follow-ups and suggested next steps into one place. Open the related project or conversation to review the context. Check AI-prepared work before approving or sending it.
Find the project and its customer
Use Projects to review the jobs you can access. Lead and project views help you follow work from an inquiry through the job. Open a project to review its estimate, conversations, documents, and next steps. Use Customers to find customer records.
Your role and project assignments affect what appears. A project that another team member can see might be outside your access.
Move between tasks
- Materials
- Manage the materials and fence systems available to your estimating workflow.
- Calendar and Crews
- Review scheduling and crew work where your role has access.
- Payments
- Review invoices and payment work supported by your permissions.
- Expenses and Reports
- Review costs and business reporting available to your role.
- Website
- Work on the customer-facing site associated with your account.
- Marketing
- Work with enabled marketing services and their account connections.
Check your account setup
Use Settings for the business and team controls available to you. Before relying on an estimate, review your materials and pricing. If you need access to a missing action, ask an owner or administrator to review your role and permissions.
Some services require enrollment or a connected account. For advertising setup, see advertising and billing.