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How do I change which views open first?

Updated 2026-11-05

You can choose your preferred starting views under Screen Defaults in Settings → App Settings.

  1. Open Settings → App Settings.
  2. Find Screen Defaults.
  3. Turn your preferred options on or off.
  4. Select Update Settings.

The options are:

  • Show Schedule Tab First
  • Show All Customers First
  • Show All Estimates First
  • Show All Payments First

You can also choose the initial schedule tab using Initial Schedule Tab.

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