Onboarding that never loses your place

Getting set up is now a lot harder to lose track of. Three changes:

A guide grid on your dashboard

Your four setup guides — guided tour, pricing interview, build a template, build a proposal — now show up as a grid on the dashboard, each with its status (Start, Paused at step X, or ✓ Done) and a time estimate. You can see what's left at a glance and tap any tile to jump back in. The grid adapts to your role: owners and admins see all four, salespeople see the tour and proposal build, and crew see just the tour.

"Pick up where you left off"

Pause a guide and a friendly bubble floats in on the right page to bring you back — it knows the pricing interview lives on the dashboard, a template build on a template page, and so on. Tap Resume and you're exactly where you stopped. Close the browser, switch devices, come back next week — your place is saved per-person, so each teammate keeps their own progress.

Tours that fit the role

New teammates get a tour built for their job. Crew get oriented to Today and their Timesheet instead of a deep catalog dive; salespeople see catalog and projects but skip the admin sections; owners and admins get the full walkthrough.

See The guided tour for how it all fits together.