Quick Actions Showcase
One tap away
The things you do all day, always within reach
A single quick-action bar follows you through the app, so the next thing is never more than a tap away.
Add a member
Start a new record in seconds, from anywhere in the app.
Book a slot
Drop an appointment onto the shared calendar in one move.
Send a note
Message the team on the case without leaving the screen.
Find anything
Jump to any member, invoice, or note with a keystroke.