Getting Started1 min

Navigating the Dashboard

Learn your way around the sidebar, command palette, and the dashboard cards that surface what needs attention.

Step by step

1
The sidebar
Everything lives one click away: Dashboard, Business health, Jobbit AI, Schedules, Jobs, Quotes, Invoices, Clients and Team. The blue Create new button starts anything.
2
Search with ⌘K
Press ⌘K (or click the search bar) to jump to any client, job, quote or invoice instantly.
3
Your numbers at a glance
The top cards show revenue, outstanding payments, overdue invoices and active jobs. Click any card to jump to the filtered list behind it.
4
Tasks that need you
The Tasks card rounds up jobs to schedule, invoices to send and overdue payments to chase — so nothing slips.
5
Today's schedule and activity
See today's jobs, recent clients and a revenue chart. Hit View insights for the full Business health picture.

Still stuck?