Navigating the workspace

The left sidebar is how you move around OneTool. Each entry is one area of your business: Home, Clients, Projects, Tasks, Quotes, Invoices, Inbox, Documents, Automations, Routing, Reports, and your organization settings.

What you see depends on your role and permissions. Members only see the areas an admin has given them access to, so a field tech might see just Projects and Tasks.

Admins land on Home after signing in. The dashboard opens with a Business overview panel covering revenue collected, new clients, jobs completed, average job value, average days to get paid, and open jobs. Week, Month, and Year tabs on that panel set the window for most of those metrics, plus Collection pace and Top clients. Two ignore the tabs: average days to get paid always covers the last 30 days, and open jobs is a live count of what's planned or in progress right now. Directly under the overview sits the Needs attention queue, which groups the tasks, invoices, and quotes running late; Open the queue shows the full list. Below that, Collection pace charts what you billed in the period and how much of it has been paid, with Top clients beside it showing who the revenue came from. Then your schedule sits next to Recent activity, and a strip of your newest client emails links into the inbox. Members land on Projects instead, since Home is an admin view.

The AI assistant sits in a floating dock at the bottom center of every page, on every plan. The Free plan includes 10 messages a day. Open it to ask questions about your data or to get something done without leaving the page you are on. Read more in Meet the assistant.

OneTool follows your system theme and you can switch it manually. Your client-facing pages, like quotes and the portal, always stay clean and readable regardless of your theme.