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HelpGetting Started

How do I navigate the app?

Updated September 5, 2026

On your phone the bottom bar has five sections -- Home, Inventory, Add, Reports, and Tools -- with everything else one tap away on the Tools screen. Settings opens from the gear icon in the header.

Bottom Navigation

On tablets and desktop (including the web version) the bar also gets Expenses and Mileage tabs; on phones those live on the Tools screen.

app navigation guide 4

Adding Items

Tap the green Add button in the bottom bar from any tab to quickly add a new item.

You can also long-press (hold down your finger on) the Add button for more options: Scan & Add Item, Add Inventory, Add Multiple Photos, Start with a receipt, Add Expense, and Add Mileage.

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Tools Menu

Tap the Tools tab to access additional features. There's a Search tools… box at the top if you know what you're looking for.

app navigation guide 3

Settings

Settings isn't on the Tools screen. Tap the gear icon in the header to open your account, subscription, language, business profile, and customization options.

Good to Know

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