Settings: Show me & tools (Simple or Full)

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Settings: Show me & tools (Simple or Full)

Choose Simple or Full, and switch ten advanced tools on or off without deleting anything.

Path: Settings → Business → Show me & tools.

This tab only changes what is shown. It never deletes or changes your information. Turn a tool back on and everything returns.

Show me

Two choices:

  • Simple: hides the advanced tools until you turn them on.
  • Full: shows every tool.

A business that existed before this feature (version 2.26.0) is Full. A business created after is Simple. Your choice is stored once you pick.

Turn on more tools

Each tool has a switch.

Tool What it does
Payroll export Download approved hours as a file for payroll.
Overhead budget Plan yearly overhead and see what each labor hour must cover.
Materials & purchases Order materials, email vendors and receive deliveries.
Team location See who is clocked in and where they were last seen.
Door-to-door Log every house you knock on, on a map.
Landscape plans Measured 2D plans you can share.
Route planner Put the day’s stops in the best order.
Equipment Maintenance reminders for every machine.
AI Receptionist An AI that answers your phone and books visits.
AI marketing AI finds who to contact and writes the message.

Each switch shows or hides that tool’s menu item and Today pieces. A link to a hidden tool still opens it, with a notice.

Steps

  1. Open Show me & tools.
  2. Click Simple or Full.
  3. Flip any switch you want. A message confirms, for example “Route planner is on.”

Tips

  • Start Simple. Add tools when you need them.
  • Hiding does not stop scheduled jobs or data.
  • Tools can still be limited by your plan.

If something goes wrong

  • Update message. If the tab says to update the VisionScaper plugin, the site’s plugin is older than this feature.
  • A menu item is still missing. Your plan or your role’s permissions may hide it.

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