Step by step
- Home is where you land. It shows the cards that fit your role — schedule, tasks, dispatch, money — and “⚙ Customize cards” lets you choose and order them.
- The left sidebar starts with Home, My Day, Dashboard, Inbox and Meetings (when it is turned on). Below them are six workspaces named after the work: Sales, Projects, Service, Supply, Money and Company. Click a heading to open it.
- Hover any sidebar link and click the ☆ star to pin it; pinned pages show as chips in the top bar. “Collapse” at the bottom of the sidebar shrinks it to icons — hover a workspace icon to see its pages.
- The top bar shows the page title, your pinned pages, Search… (Ctrl K) for pages and records, “Finish setup” until setup is done, the light/dark switch and your account menu (Inbox, Chat, Trash, Help & guides, Security, Settings, Sign out).
- On a computer, the dock along the bottom holds your communication tools on the left (Phone and Team when MEPSub Phone is on, Chat, Texts, Voicemail, Meet), a live call and your running job timer in the middle (Stop clocks you out), and Recent, AI, Help and the notification bell on the right.
- Click + New in the dock to start a Job / service call, Estimate, Customer, Lead, Project, Task, Document or Service agreement — the list only shows what your role can open.
- Help opens the guide for the screen you are on — its steps, or a video when there is one. Type a word in “Search every tutorial…” to jump to the moment a video says it, or click “Open the full article →”.
- If you belong to more than one company, switch with the Workspace picker at the top of the sidebar. Each company’s data and permissions are kept separate.
Tip: Press Ctrl K on any screen to search pages and records, or type a question to ask the AI.
Note: The six workspaces only list the pages your role and plan include. An owner or admin can change roles under Company → Roles & permissions.
Tips
- The “…” button at the right end of the dock switches it to Icons only or hides it. While it is hidden, Help, Chat, Texts and notifications move back to the top bar and a round “?” button sits in the corner.
- You only see the menu items your role and plan include. If something is missing, ask an owner or admin.
Open it in MEPSub
Sign-in required. What you see depends on your role and plan.
This guide is also inside MEPSub — press the ? on any screen. The full Help Center has 170+ guides for signed-in users.