1. Click Pipelines in the sidebar.
2. Click Add Pipeline and name it (e.g. “New Customers”).
3. Define your stages: Lead, Contacted, Quoted, Won, Lost (or whatever fits your business).
4. Save the pipeline.
5. From any contact, click Add to Pipeline and pick the stage they’re in.

The pipeline view shows everyone at every stage so you can see where deals are stuck.

1. Click Deliveries in the sidebar.
2. Click Add Delivery.
3. Enter the recipient (link a contact), pickup address, drop-off address, scheduled date.
4. Optionally link to a project.
5. Click Save Delivery.

As the delivery progresses, update its status (Scheduled, In Transit, Delivered). The status appears on the linked contact and project.

1. Click Routes in the sidebar.
2. Click New Route.
3. Add stops in the order you want to visit them. Each stop can be linked to a contact, business, or delivery.
4. Click Save Route.
5. Optionally click Optimize to reorder stops by shortest distance.

Open the route on your phone and tap any stop to launch directions in your default maps app.

Projects let you group work, deadlines, and contacts in one place.

1. In the sidebar, click Projects → Add New Project.
2. Give the project a clear name (e.g. “Smith Kitchen Remodel” — not “Project 47”).
3. Set a Start Date and Due Date.
4. Pick a Status: Planning / In Progress / On Hold / Complete.
5. Link the relevant Contact and Business from the dropdowns.
6. Add a description of the scope in the main editor.
7. Click Save Project.

Once saved, you can add tasks, attach files, and log notes from the project’s detail page. The dashboard will show you all active projects at a glance.