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Short answer

Use the left sidebar: Dashboard, Estimates, Templates, Projects, Invoices, Messages, Schedule, Clients, Vendors, Analytics, Records, Price Book, Time Logs, Support, Settings. Full steps below.

Steps

1. Use the left sidebar: Dashboard, Estimates, Templates, Projects, Invoices, Messages, Schedule, Clients, Vendors, Analytics, Records, Price Book, Time Logs, Support, Settings.
2. Press Cmd+K (Mac) or Ctrl+K (Windows) for global search across your data.
3. The lightning-bolt icon in the header opens the WinkScope AI assistant, the clock icon is time tracking and the bell is notifications.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.