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Finding your way around

The menu, and switching between properties.

2.1 The menu

On desktop the left sidebar holds everything, in four groups:

GroupPages
ManagementHome, Calendar, Tasks, Contacts, Automation, Performance
AccountingIncome, Expenses, Reports
SettingsConnections Hub, Application settings, Property settings

On mobile the bottom bar holds Home, Calendar, Tasks and Performance, and everything else lives behind More.

2.2 Switching between properties

Your properties are listed at the top of the sidebar. Click one to switch — every page then shows that property's data.

  • The menu shows up to 5 favorites. Star the ones you use most in the property picker (See all).
  • New properties are automatically favorited while you have fewer than five.
  • The property you're currently viewing always appears in the list, even if it isn't a favorite.
  • The ⚙︎ beside each property opens its settings directly.

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