The Homepage

The homepage gives you a fast overview of recent activity and shortcuts to core features. It adapts to your plan, permissions, and what’s happening in your business.

Recent Records

See your most recent records across modules,sales, invoices, payments, contacts, inventory, and more. Click any item to open details. If there’s nothing new, you’ll see an empty state.

Quick Actions

Jump straight to tasks like adding a product, creating an invoice, or launching the AI assistant. Only modules available for your plan and role appear here.

Billing and Alerts

The billing banner keeps you updated on subscription status or required actions. Warnings and alerts are displayed here, if any.