A cleaner dashboard: a sidebar, a Settings page and short tours

For shops: less clutter, more room for the quote, and help where you need it.

  1. Find everything in the sidebar New quote, Quotes and Customers sit at the top, with Take a tour, What's new and Shop guides under Help, and Settings at the bottom.
  2. Make room when you need it Press the button at the bottom of the sidebar (or Ctrl+B) to shrink it to icons. Hover over the icons to see the full sidebar again, or press the M to open it.
  3. Change your settings in one place Settings opens a page with Shop profile, Pricing, Parts, Team and Activity. Press Save changes in the bar at the bottom when you're done.
  4. Take a short tour Take a tour lists five walkthroughs, one topic each: your first quote, customers and reminders, checking in a rider's bike, inviting walk-ins and setting up your shop.