— Overview
Dashboard
A snapshot of your business — projects, invoices and pipeline in one place.
— Overview
Projects
Open a project to see its tasks.
— Project
Tasks
Drag tasks between columns.
— Overview
Calendar
Schedule events and reminders. They save to your Google Calendar.
Add to calendar
Create an event or reminder.
Upcoming
Your scheduled events.
— Operations
Invoicing
Pick a client, add your branding, then review before you send.
Clients
Live from your Google Contacts. Search and select a recipient.
New invoice
Choose a client, add your branding, set the amount, then review.
Recent invoices
Current records from your spreadsheet and Drive. Refreshes when you return to this tab.
— Overview
Pipeline
Drag deals between stages. Changes save to your spreadsheet.
— Operations
Forms & surveys
Capture leads and answers. Submissions flow into Contacts, your sheet, and Drive.
Forms & surveys
Preview the capture form. Submissions update Contacts, log to your sheet, and save a summary to Drive.
— Operations
Websites
Publish real websites people can visit. Each one gets its own secure address. Connect your own domain when you're ready.
Publish a website
Drag in the folder your website lives in — pages, styles, scripts, images and fonts all go live together, at their own web address with HTTPS. Every publish is saved as its own version, so you can go back to an earlier one instantly.
Your website's own secure address. Connect your own domain later.
Drag your site folder here
Or a .zip of it. Works with anything you exported from a website builder.
Build a page
Write or paste your page on the left and watch it on the right. It publishes exactly as you write it — scripts, animations and all.
Published websites
Your live websites. Restore an earlier version or connect a custom domain from here.
— Operations
Automations
Let routine work run itself. Turn on a ready-made one, or build your own.
Ready-made automations
Turn these on with one click. They run automatically.
Build your own
Pick when it runs, then what it does.
Your automations
Toggle any on or off.
— Operations
Agreements
Create a non-disclosure agreement, preview it live, and download or send it.
Make a non-disclosure agreement
Fill in the details. The preview on the right updates as you type. Not legal advice, a lawyer can review for big deals.
Preview
This updates as you type.
Your NDAs
Recently created agreements.
— Overview
Team
Invite people to your workspace and choose what each person can see.
Invite a team member
Add people so you can assign them tasks.
People
Everyone in your workspace.
— Operations
Payments
Connect a payment provider so clients can pay invoices online. Your keys are stored securely and never shown in the browser.
Connection status
Whether online payments are turned on.
Connect a provider
Payment providers are connected where the app is deployed, so no keys are ever typed here.
— Operations
Legal & docs
Your Terms of Use, Privacy Policy, and Data Processing Addendum. These are starting drafts — have a lawyer review before you rely on them.
— Overview
Contacts
Your Google Contacts address book. Removing a spreadsheet submission or deal does not delete the person’s contact.
People
Search by name, email, or company.
— Operations
Conversations
A log of messages in and out. Read the actual messages in Gmail.
We track that a message happened — not its contents. Open Gmail to read it.
— Account
Settings
Adjust how the app behaves and manage your workspace.
Guided tour
A quick walkthrough of the app.
When on, the tour runs on your first visit. You can replay it anytime.
Workspace
Your business name and logo.
Your workspace
You can also click your workspace name in the sidebar to edit the name and logo.
— Help
Glossary
Every section and key term explained in plain, simple words.