Today is your home page in the CRM: the first icon in the left bar, the one with the sun. It answers three questions every morning: what do I need to do now?, how is the money this month? and where do I need to be today and tomorrow?

You don't fill it in. It reads your projects, quotes, invoices, questionnaires and forms, and puts the most urgent thing first.

What you see on Today

From top to bottom:

The greeting and the day in numbers — how many things are urgent, how many things to do, how many appointments.
The money of the month — four tiles: Collected this month (compared with the same month last year), Outstanding, Overdue and Quotes awaiting reply. Click a tile to open the list behind it.
First thing to do — the dark card: the most urgent item, with a button that takes you straight to it.
Then — the rest of the list, from the most urgent down.
Agenda — your sessions and shoot days for today and tomorrow, with the time and the place.

At the top of the page, two tabs: To do (this page) and Performance, your analytics: money, pipeline and seasonality over the last months.

What ends up in the list

The list is always in the same order, so you learn where to look:

Overdue money — invoices past their due date.
Money on its way — quotes sent more than five days ago with no reply, and invoices to issue or due soon.
New replies — questionnaires your clients completed and new form requests you haven't read.
Deadlines and next steps — tasks due today or late, and the next move of each open project (for example “Send contract for signature”).

Each item has a button that opens what it's about: Open invoice, Open quote, Read, Open project.

Mark something as done

When you've dealt with an item, clear it so the next one comes up:

On the item, click the tick (Done).
It leaves the list. The next most urgent item moves into the dark card, and the counts at the top update.
Changed your mind? Click Undo on the “Marked as done” line under the list.

Not today? Click the clock instead (Snooze until tomorrow): the item comes back tomorrow. In the list, the tick and the clock appear when you move the mouse over a row.

Tip: “Done” only hides the reminder. To really close the job, do the thing itself: send the reminder, mark the invoice as paid, move the project to its next stage.

Find anything with Search

The Search button at the top of Today (or ⌘K, Ctrl+K on Windows, from any page) opens one box for the whole CRM.

Press ⌘K or click Search.
Type a name: a client, a project, or a document number.
The results come grouped: Clients, Projects, Documents. Click one to open it.

The same box can create things (New project, New client, New vendor), take you to a page, or Ask the assistant.

Start a new job

The + New project button at the top right opens the guided New job flow: client, type of job, date, then the first document. The Projects guide walks through it.

When the page is empty

When there's nothing urgent, the dark card says All clear today. That's the goal. If you've just started, it fills up as soon as you create your first projects, quotes and invoices.

Two reminders you may see

Did you set the right VAT rate? — quotes and invoices start at 0% tax. Set VAT rate opens Settings. The reminder disappears once your rate is above zero.
Is this the right currency? — the currency was guessed from your browser. Review it in Settings.

Not now hides a reminder for 30 days.

Good habits

Start your day here. Work the list from the top: the order already tells you what matters most.
Keep projects up to date. The next moves and the agenda come from your projects: a stage moved on time keeps this page honest.
Clear what you've handled. A short list is a list you actually read.