Turn tools on or off
Your dashboard and menu start with what your trade uses every day. Turn on anything else in Settings → Features, or tell us what you need.
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Step 1: What you start with
When you sign up you pick your trade and how many people work in the business, counting you. That decides your starting dashboard and side menu. A one-truck pest, pool or HVAC business sees its schedule, customers, estimates, payments and reviews.
A one-person business starts without the team tools: the dispatch board, the live staff map, staff location tracking, the team live card and staff utilization.
Step 2: Turn a tool on
Open Settings → Features. Each tool has an on/off switch. Turn one on and it shows up in your menu and on your dashboard the next time a page opens. Tap Back to the usual for my trade under a switch to undo a change.
Only the owner or an admin can change these. Everyone else can look.
Step 3: Find a hidden tool
To keep the menu short, some tools your trade rarely uses are hidden from it. They still work. Everything else at the bottom of Settings → Features lists them with a link to each one. To see every tool in the menu, turn on Show the full menu.
Step 4: Change your team size
At the top of Settings → Features, pick how many people work in the business now. When a one-person business adds its second person, the dashboard asks once whether to turn on the team tools. Nothing turns on by itself.
Step 5: Ask for something else
Not seeing what you need? Type it under Need something else? and tap Send to our team. It goes straight to our setup team and we’ll get back to you.
Still stuck? Tell us what you were trying to do and where you got stuck. A screenshot helps.
Your ticks are saved in this browser only. Updated October 2026.
Questions about this
Did signing up as "Just me" remove anything?
No. Every tool is still there. The team tools start switched off, and you can turn any of them on in Settings → Features.
Does a one-person business share its location?
No. Staff location tracking starts off. Turn on Staff locations and live map in Settings → Features if you add a team that travels.
I signed up before November 5, 2026. Does this change my menu?
No. Your setup stays as it was. You can pick a team size in Settings → Features to switch to the simpler setup for your trade.