Hotkeys

Create New Records

• Shift + C – Create New Customer
• Shift + I – Create New Invoice
• Shift + E – Create New Estimate
• Ctrl+Shift+P – Create New proposal
• Ctrl+Shift+E – Create New Expense
• Shift+L – Create New Lead (opens the lead modal)
• Shift+T – Create New Task (opens new task modal)
• Shift+P – Create New Project
• Shift+S – Create New Support Ticket
• Ctrl+Shift+S – Create New Staff Member

Navigate To Specific Areas

• Opt+D – Go To Dashboard
• Opt+C – Go To Customers List
• Opt+T – Go To Tasks List
• Opt+I – Go To Invoices List
• Opt+E – Go To Estimates List
• Opt+P – Go To Projects List
• Opt+L – Go To Leads List
• Ctrl+Opt+T – Go To Tickets List
• Ctrl+Opt+E – Go To Expenses List
• Opt+R – Go To Sales Report
• Opt+S – Go To Settings

Misc

• Shift+K – Top search bar focus and ready for searching
• Shift+D – Tables search focus and ready for searching (matches only first table found in the document)
• Ctrl+Shift+L – Logout
• Shift + F – Toggle sidebar visibility

Conditional hotkeys

• Shift+F
  • Mark the current task as finished – Applicable only when task modal is opened
• Shift+E
  • Edit current task – Applicable only when task modal is opened
  • Edit lead – Applicable only when the lead modal is opened
• Shift+C
  • Convert a current lead to a customer – Applicable only when the lead modal is opened
  • Create new task comment – Applicable only when the task modal is opened