How to customize the home screen

Rearrange the sections on your Home Screen to reorder Estimates, Invoices, Clients, and the Recent Activity graph. Want the Recent Activity graph at the top and Estimate at the bottom? Just tap the “edit” button at the bottom of the Home Screen and reorder the sections by dragging and dropping them.

For each section:

  • Invoices are sorted in order by unpaid, due, overdue then paid.
  • Projects and Clients are displayed based on when they were last viewed. i.e the first client or project that is displayed is the most recently viewed.

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