The Expert Icon
How to Get Instant Help Inside the Software — No Guesswork Needed
Ever find yourself staring at a screen in the software wondering, “What am I supposed to do here?” We get it. That’s exactly why we built in a simple way to get help—right when and where you need it.
Here’s the secret: every single screen in the software has an “Expert” icon—you’ll find it sitting up in the top right corner. It looks like a little graduate cap with a check mark. Can’t miss it.
Just click that icon, and boom—you’ll get a quick video tutorial showing you exactly how to use that particular screen. No need to dig through help docs or call support.
Let’s say you’re working on cost input, maybe in the labor section. Just hit the expert icon there, and the software will pull up a video specifically for that screen. It walks you through everything you need to know—step by step.
Every page in the software has its own video. That way, no matter where you are, help is just one click away.
Our goal? To make sure you’re never stuck, and to help you get answers fast so you can stay focused on what matters—growing your business.
Hope this helps!
