Focus Mode
Stay on top of your day with smart notifications and priority tasks. Focus shows what needs your attention right now.
What is Focus?
Focus is your smart notification center that surfaces the most important tasks and updates that need your attention. Instead of checking multiple screens, Focus brings everything together in one priority-ranked list.
Accessing Focus
- Header Bar - Click the Focus button in the top header
- Dropdown Banner - The top banner shows your highest priority item
- Full Screen - Tap the banner to see all focus items
How It Works
Focus automatically collects and prioritizes items based on urgency and importance. Items appear when they need attention and disappear when resolved.
Notification Types
Focus displays different types of notifications, each color-coded for quick recognition:
Schedule & Events
| Today's Events | Upcoming appointments and scheduled events for today |
Documents
| Estimate Accepted | A client has accepted your estimate - time to start work! |
| Invoice Overdue | An invoice has passed its due date and needs follow-up |
| Send Failed | An estimate or invoice failed to send - check email address |
Jobs & Work
| Jobs To Do | Jobs that are scheduled and ready to start |
| Jobs In Progress | Active jobs that are currently being worked on |
| Work Log Running | You have a timer running - shows elapsed time |
Communication
| Unread Messages | New chat messages from team members or clients |
| Feed Messages | Updates from your document feed activity |
Leads & Bids
| Bid Request | A potential client has submitted a bid request |
| Bid Accepted | Your bid has been accepted by the client |
System Alerts
| Settings Error | A configuration needs attention (e.g., payment setup) |
| Subscription Issue | Your subscription needs attention |
Taking Action
Each focus item is actionable. Tap on any item to navigate directly to where you can resolve it.
Common Actions
| Focus Item | Action |
|---|---|
| Today's Event | Opens the agenda with that event selected |
| Accepted Estimate | Opens the estimate to convert to job or invoice |
| Overdue Invoice | Opens the invoice to send a reminder |
| Job To Do | Opens the job details to start work |
| Running Work Log | Opens the work log to stop the timer |
| Unread Message | Opens the chat conversation |
| Bid Request | Opens the lead to respond with an estimate |
Tips for Using Focus
Start Your Day
Check Focus first thing in the morning to see what needs attention today.
Clear the Queue
Work through focus items from top to bottom - they're already prioritized for you.
Watch the Banner
The header banner always shows your top priority item - glance at it throughout the day.
Enable Notifications
Turn on push notifications to get alerts when new high-priority items appear.