Navigation and Search

BuildWorkPro has two ways to get anywhere: the sidebar for browsing and the command palette for jumping straight to a record.

The sidebar is a dark navy icon rail down the left edge. Click an icon to open its flyout menu. The main destinations are:

Dashboard -- your home screen.
Sales -- Contacts, Pipeline, and Bids.
Projects -- All Projects, Change Orders, Pay Apps, Invoices, Site Logs, and Time Tracking.
Calendar -- the app-wide calendar.
Documents -- your document library.
Products -- your product catalog.
Reports -- pipeline, bid, project, and activity reports.
Activity -- the org-wide activity history.
Settings -- account and company settings, at the bottom of the rail.

What you see depends on your role. Field Crew, for example, does not see Bids or billing.

On a phone, the sidebar collapses to a bottom bar with Dashboard, Pipeline, Projects, Site Logs, and Time, plus a More button for everything else.

The command palette

The command palette is the fastest way to find a specific record. Press Cmd+K on a Mac or Ctrl+K on Windows or Linux. You can also click the search box in the header.

Start typing and the palette searches across your whole workspace:

Contacts, Leads, Projects, Bids, Change Orders, Pay Apps, Invoices, Site Logs, Documents, Products, Tasks, and CSV Import Templates.

Select a result to jump straight to it. Before you type, the palette also lists quick actions and your recent searches.

Keyboard shortcuts

| Shortcut | Action | | --- | --- | | Cmd+K / Ctrl+K | Open the command palette | | Cmd+Enter / Ctrl+Enter | Save the open form | | Esc | Close a dialog, flyout, or inline editor |

What's next

Your dashboard -- the home screen you land on.
Your first project -- start tracking work.