Quick Actions

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What are Quick Actions?

The Quick Actions button (also called the FAB - Floating Action Button) is a circular button with a plus icon that appears in the bottom-right corner of every page. It gives you instant access to the most common tasks you perform every day.

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Using Quick Actions

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Available actions

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Create a customer

Opens the customer creation form where you can:

• Enter customer contact information
• Optionally add their first property
• Save and continue to set up services

See Adding customers for detailed instructions.

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New Quote

The New Quote action opens the quote creation wizard where you can create either:

• Proposals - Formal quotes with pricing for customer review and approval
• Assessments - On-site evaluation appointments where you visit first, then create a proposal

The wizard guides you through:

1. Choosing proposal or assessment
2. Selecting or creating the customer
3. Selecting or creating the property
4. Entering service details and pricing

Context-aware shortcuts:

• From the dashboard: Standard 4-step wizard
• From a customer page: Skips customer selection (pre-filled)
• From a property page: Skips customer AND property selection (both pre-filled)

See Creating quotes and assessments for detailed instructions.

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New Job

The New Job action creates confirmed work using a multi-step wizard:

1. Choose intent - Schedule a job or visit property first (redirects to quote wizard)
2. Select or create customer - Search existing or add new
3. Select or create property - Choose address or add new location
4. Configure job details - Service name, pricing, billing, frequency
5. Schedule first appointment (optional) - Pick date and time

This is perfect when:

• Work is confirmed and doesn’t need a quote or assessment
• You know the pricing and scope upfront
• You’re ready to schedule and start immediately

Context-aware shortcuts:

• From the dashboard: Full 4-step wizard
• From a customer page: Skips customer selection step
• From a property page: Skips customer AND property steps

See Creating jobs for detailed instructions.

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Record Payment

Opens the payment recording form where you can:

• Search for a customer (or use the pre-selected customer from the current page)
• Choose the payment method (Cash, Check, Credit Card, Bank Transfer, Venmo/Zelle, or Other)
• Enter the amount
• Add optional notes (check number, reference, etc.)

See Recording payments for detailed instructions.

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Invoice

Opens the invoice flow where you can:

• Select a customer (or use the pre-selected customer from the current page)
• Review and edit a pre-filled SMS message with the customer’s payment link
• Tap Compose SMS to open your messaging app with the message ready to send
• Or tap Copy / Copy Message to copy the link or full message

See Sharing payment links for detailed instructions.

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Add Charge / Add Credit

Available on billing history pages. These open simple forms to add manual charges or credits to the customer’s account.

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Context-specific actions

The Quick Actions menu adapts based on the page you’re viewing: HomeBase Actions:

• Customer, New Job, New Quote, Record Payment, Invoice

Customer Page Actions:

• Record Payment, Add New Property, Invoice, Add Note, New Quote (customer pre-selected), New Job (customer pre-selected)

Customer Billing History Page:

• Record Payment, Invoice, Add Charge, Add Credit

Property Page Actions:

• New Quote (customer & property pre-selected), New Job (customer & property pre-selected), Add Note

Add Note

• Opens the note creation form for the current customer or property
• Add text content using the rich text editor
• Optionally attach files or images
• Notes are visible on the detail page

Add New Property (customer pages only)

• Opens the property creation form
• Quickly add another property for this customer
• Useful for customers with multiple service locations

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Where the Quick Actions button appears

The Quick Actions button appears on every page after you log in. It floats in the bottom-right corner, always accessible no matter where you are in the application. The actions available change based on context:

• HomeBase - Customer, New Job, New Quote, Record Payment, Invoice
• Customer pages - Record Payment, Add New Property, Invoice, Add Note, New Quote (pre-filled customer), New Job (pre-filled customer)
• Billing history pages - Record Payment, Invoice, Add Charge, Add Credit
• Property pages - New Quote (pre-filled customer & property), New Job (pre-filled customer & property), Add Note

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Tips

• Use context shortcuts - Click New Quote or New Job from customer/property pages to skip steps in the wizard
• Choose the right workflow - New Quote for proposals/assessments, New Job for confirmed work
• Quick invoicing - From any customer page, use the FAB to instantly open the Invoice flyout and send a payment link
• Record payments quickly - Use Record Payment to log cash, check, or other offline payments without leaving the customer’s page
• Context-aware actions - The menu adapts to show the most relevant actions for the current page
• Always accessible - The button floats above content so it’s always visible

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Next steps

• Add your first customer - Use the Customer action to get started
• Create a job - Use the Job action for confirmed work
• Create quotes and assessments - Use the quote wizard for proposals and assessments
• Add customer notes - Use the Add Note action from customer pages
• Send payment links - Use the Invoice action to share payment links with customers