Tutorial 1 of 8 · 1:19
How to get around the Opervo app
Opervo has four main tabs at the bottom of the screen. Home shows your day at a glance and what needs you next, Schedule is your calendar, Clients holds every customer, and More has every other tool, grouped into Sell, Work, and Money. The orange plus in the middle adds a job, estimate, invoice, client, mileage, or expense from any screen.
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In this video
Step by step
- Home. Your day at a glance. Today's jobs, what's scheduled, and what's still pending, right at the top.
- Quick actions. Shortcuts to the tools you use most. The gear lets you choose which ones show here.
- Do next. Opervo lines up what needs you: invoices to collect, jobs to bill, clients to rebook. Step through them with Next.
- Schedule. Your calendar. Tap any day in the strip to see what's booked.
- Month view. See the whole month at once, with the number of jobs and the revenue on each day.
- Clients. Every customer in one place. Search by name, or filter to active, unpaid, or recurring clients.
- The orange plus. Add anything from any screen: a job, estimate, invoice, client, mileage, or an expense.
- More. Everything else lives here, grouped into Sell, Work, and Money.
- Pin it to Home. Tap the pin on any tool to add it to your Home quick actions. Tap the x below to take one off.
- Help on every page. The question mark gives you a one-minute walkthrough of the page you're on, or a direct line to us.