Use the daily dashboard, mobile app, and private backups

Before you start

• Sign in to the right workspace and save any unfinished edits before navigating away.
• Use an internet connection. Installing the web app is not an offline copy of your client records.

Step-by-step

1. 01

   Start with the dashboard

   Review To-do and the projects coming up in the next seven days. Select To-do this week to focus on near-term task dates without leaving the page. Overdue indicators draw attention to late work. Completed tasks remain available for a recent-history review or undo.

2. 02

   Edit or complete work in context

   Use the task checkbox or edit control right in the dashboard. Follow the project or contact link for context. On a project date, open Booking summary for the internal briefing rather than finding each planning tool separately.

3. 03

   Use search and quick creation

   Search across the workspace when you need a project, contact, quote, invoice, or contract. Creation selectors also filter as you type. The mobile centre plus menu groups project, contact, task, quote, invoice, and payment actions, subject to your permissions.

4. 04

   Install and choose reminders

   Open the app in a supported browser and use its home-screen or install option. Sign in from the installed app if needed. In Notifications & reminders, enable supported browser notifications and test them after allowing permission. Push support depends on device and browser; iPhone web push needs a supported iOS version and home-screen installation.

5. 05

   Download a private copy

   Workspace owners can use Data & backups for records and the documents-backup ZIP. Keep the page open during preparation and save the downloaded file somewhere private. Review the manifest and export before relying on it as your retained copy.

A document backup is an on-demand export

The ZIP combines original uploaded files and workspace records, including archived projects. Contract text and signatures, questionnaires and answers, and saved links are in the records export. The manifest lists uploaded files and checksums.

• The current document-backup limit is 500 files and 100 MB.
• External websites, gallery contents, and business logos are not copied into this archive.
• It is not a scheduled backup, offline app, or automatic restore file.
• Private downloads still contain client information; restrict access to where you store them.

Reminders help you notice work; they do not replace the record

Use saved task dates and the dashboard as the source of truth. Device permissions, browser support, and your reminder settings affect notification delivery. If a notification is missing, check those settings and the actual task date rather than assuming the task has disappeared.

• Save changes before refreshing after an app update.
• Check a pending browser permission request when a notification test does nothing.
• Avoid clearing browser storage while an unsaved form or editor draft is still needed.

See the pieces together

A five-minute morning review

A fictional videographer reviews editing work and today's shoot from a phone.

1. 1
   Next actions

   Review ready tasks and edit a missing date.

2. 2
   This week

   Focus on upcoming deadlines without changing pages.

3. 3
   Today's shoot

   Open the summary for contacts, locations, timeline and shot list.

4. 4
   Periodic backup

   Download records and original documents from an owner account.

The visual example is not connected to a workspace. A home-screen install still needs internet access; it is not a replacement for a private backup.

How it connects to the rest of your workspace

The same booking context carries through these tools. Follow a guide to see the next part of the process.

Common questions