Navigating the app
VertaFlow keeps the sidebar tight by grouping related screens behind a handful of icons. Hover (or tap) a group to reveal its members. The fastest way to get anywhere, though, is the command palette.
The sidebar rail
Section titled “The sidebar rail”The left rail is a fixed, scroll-free column. A few high-traffic screens sit at the top level on their own:
- Dashboard
- Activity (your workspace’s audit/activity feed)
Everything else is collected into groups. Each group is a single icon; hovering it opens a flyout listing every screen inside:
- Sales — Pipeline, Clients, Estimates, Invoices
- Operations — Appointments, Tickets, Preview Sites
- Marketing — UTM Links, Widgets, Pixel, Email, Outreach
- Reports — Analytics, Lighthouse
- Workspace — your vertical-specific screens (Jobs, Schedule, Crew, Reservations, Floor, Kitchen, Loyalty, Packages, Projects, and so on)
- Admin — Admin Home, Leads, Contracts, Messages, Support, Promotions, Keys
Which items appear, and what they’re called, depends on your vertical. A plumber’s Workspace group has Jobs and Crew; a restaurant’s has Reservations and Floor. See How verticals work.
The footer
Section titled “The footer”At the bottom of the rail:
- Getting started — the setup checklist
- Security — sign-in and session controls
- Profile — your name and details
- Billing — your plan and subscription
- Notifications
- Settings — the full settings hub
Top bar
Section titled “Top bar”Across the top you’ll find search, a chat status indicator, a notification bell, and your account menu (with a link to Settings and Sign out).
Cmd+K — the command palette
Section titled “Cmd+K — the command palette”Press ⌘K (Mac) or Ctrl+K (Windows/Linux) — or click the search bar — to open the command palette. It searches two things at once:
- Pages — type “estimates,” “billing,” “settings,” or “stripe” and jump straight to that screen. Category names and common synonyms are indexed, so you don’t have to remember exact labels.
- Records — clients, jobs, invoices, and estimates from your workspace, matched by name as you type.
Use the arrow keys to move, Enter to open, and Esc to close. Pages always appear first so power users land on a screen in two keystrokes.
Quick create
Section titled “Quick create”A quick-create control in the shell lets you start a new record (matched to your vertical) without navigating to its list first.