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Help Center › Admin screens, field by field › Settings → Appearance & layout: Layout tab
Settings → Appearance & layout: Layout tab
Every control on the Layout tab: eight arrange sheets, pin, hide, phone order, assistant, recommendation and eight presets.
On this page
Open Settings → Business → Appearance & layout, then the Layout tab. This tab decides what appears on each screen, in what order, and what is hidden or pinned. You can drag items yourself, ask the layout assistant in plain words, take a recommendation, or use a ready-made preset. A Required item (Settings, Plan, Help, Account) can be moved but never hidden.
Before you start
- Choose your scope at the top. Just me changes only your screens. Whole site (site owner) sets the default for each role.
- If the site owner locked Layout, a note says so and the changes are blocked.
Fields
What goes where
One button per area opens the arrange sheet described below. Each button shows how many items are hidden or pinned, or “Default order”.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Contractor home — sections | Order and visibility of the blocks on the contractor home screen: Today’s numbers, Marketing needs you, Quick actions, Today’s schedule, Squares (always shown), Design studio. | Tap the button to open the sheet. | Where it shows: Contractor home screen. |
| Contractor home — squares | Order and visibility of the area squares (Overview, Customers, Inbox, Quotes, Jobs, Services, Calendar, Field work, Route planner, Door-to-door, Equipment, Landscape plans, Measure, Invoices, Marketing, AI Receptionist, Training, Settings, Current plan, Help). | Tap the button. | Settings, Current plan and Help are always shown. |
| Quick actions | The shortcut buttons on the home screen: New quote, Add customer, Schedule a visit, New invoice, New campaign, Ask the marketing AI, New design, Measure a property, Plan today’s route. | Tap the button. | The first four are shown by default; the others start hidden. |
| Contractor Hub menu | Order and visibility of the menu at the top of every Hub page (same areas as the squares). | Tap the button. | Settings, Current plan and Help are always shown. |
| Hub Overview — sections | Blocks on the Overview page: Needs you (always shown), Today’s jobs, This week, Get set up, Marketing, Quick buttons, Recent activity, Reviews. | Tap the button. | — |
| Home screen — squares | Squares on the homeowner home screen: Identify Plant, Asset Library, My designs, VisionScaper Browser, Add My Own Item. This is the only region a homeowner has. | Tap the button. | — |
| Marketing — tabs | Tabs inside Hub → Marketing: Today, AI assistant, Approvals, Campaigns, Automations, Reviews, Reminders, Conversations, Results, Consent, Safety, Settings (always shown). | Tap the button. | — |
| Customer page — tabs | Tabs on a customer’s page: Overview (always shown), Work, Money, Notes. | Tap the button. | — |
The arrange sheet (opens from each button)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Drag handle (⠿), Move up (↑), Move down (↓) | Reorders items. Drag with mouse, finger or pen. Keyboard: hold Alt and use the arrow keys. | Drag an item, or tap the arrows. | Screen readers are told the new position. |
| Pin to the front (📌) | Keeps an item at the front of the list. Pinned items are marked “pinned”. | Tap the pin on an item; tap again to unpin. | Not offered on Quick actions or on the sections lists. |
| Show / Hide (👁️ eye) | Hides an item or brings it back. | Tap the eye. | Switched off for items marked “always shown”. |
| Use a different order on phones | Gives phones their own order. Then two buttons appear: Computer & tablet and Phone. | Tick the box, then choose which order you are editing. | Off by default. |
| Or tell me: “put quotes first”… (box) + ✨ Do it | Changes this one list from a plain sentence, e.g. “hide door-to-door”. | Type, press Do it or Enter, check the list, then Save. | Uses the layout assistant. |
| 💡 Suggest an order | Reorders by what you use most and what needs you today. Clears pins. | Press it, check, then Save. | — |
| Square style | How squares look: Squares, Compact or List. | Tap one. Shown for squares only. | Phones always show 2 per row (1 in List). |
| Squares per row on a computer | Number of squares per row. | Tap Auto, 3, 4, 5 or 6. | Shown for squares only. |
| The Hub menu uses this same order | Keeps the Hub menu in the same order as the squares. | Tick or untick (contractor squares only). | On unless you untick it. |
| Save and Reset to default | Save stores the sheet. Reset to default clears your order, hidden and pinned items for this area. | Press Save to keep changes. | Whole site scope shows the Save label as “Save as the contractor default” or “Save as the homeowner default”. |
Layout assistant, recommendation and presets
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Tell the layout assistant what to change (box) | Lets you describe a whole-screen layout change in plain words, e.g. “Put the schedule first”, “move customers above marketing”, “hide door-to-door”. | Type a sentence; press Rearrange or Enter. | Previews on your screens first. |
| ✨ Rearrange (button) | Runs the assistant on your sentence. | Press it, then choose Keep it or Undo. | Keep it saves the layout. |
| 💡 Recommended layout (button) | Suggests an order for your squares from what you use and what is waiting for you (marketing, inbox, quotes, invoices, schedule). | Press it, then Accept, Adjust it or No thanks. | Accept saves. |
| Layout preset: Contractor (default) | Standard order for everything. | Press the tile, then Use this layout or Cancel. | — |
| Layout preset: Office manager | Inbox, customers, quotes, invoices first; hides door-to-door, measure, routes, equipment. | As above. | — |
| Layout preset: Sales-focused | Quotes, inbox, customers and marketing up front; hides equipment and routes. | As above. | — |
| Layout preset: Operations-focused | Schedule, jobs, routes and equipment first; hides marketing and door-to-door. | As above. | — |
| Layout preset: Finance-focused | Invoices, Overview, quotes and jobs first; hides door-to-door, measure, routes and plans. | As above. | — |
| Layout preset: Marketing-focused | Marketing, customers, inbox and quotes first. | As above. | — |
| Layout preset: Field worker | Schedule, routes, measure, jobs, equipment and customers; List style. | As above. | — |
| Layout preset: Mobile-first | Quick actions first, compact style for one-hand use. | As above. | — |
Whole site only
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Default layout for each role | Choose which role you are setting: Contractors or Homeowners. New and existing people start from this layout; anyone allowed to can still rearrange their own. | Tap Contractors or Homeowners. | Site owner only. |
| Use my own layout as the default | Copies your own layout as the default for that role. | Press it. | Site owner only. |
| Clear the default | Goes back to the built-in order for that role. | Press it. | Site owner only. |
Steps
- Open the Layout tab. Presets are the fastest way to start: press a tile and read “Previewing …”.
- Press Use this layout to keep it, or Cancel.
- To fine tune, press the button for one area, for example Contractor home — squares.
- Drag or use the arrows to reorder, tap 📌 to pin and 👁️ to hide.
- Tick Use a different order on phones if phones need their own order.
- Press Save. A “Layout saved.” message confirms it.
- Optional: type a request in Tell the layout assistant and press Rearrange.
Tips
- Hiding something here only changes what is shown. It does not delete any data.
- Use Reset to default on one area if you get lost.
- Every layout change is kept in History so you can restore an earlier layout.
If something goes wrong
- The eye button is dim. The item is required and always shown.
- Assistant says it cannot do that. It only reorders and shows or hides approved items. Use the sheet.
- Layout not saved. Press Save in the sheet; the sheet shows a message if saving failed.