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Pin your most-used tabs
Keep the tabs you open constantly right at the top of your sidebar. One click on the pin icon and they stay there — no more scrolling past everything else to reach Conversations for the tenth time today.
What it is
Pinning moves a sidebar tab to a dedicated section at the top of your menu, above everything else. Pinned tabs stay put no matter how long your sidebar gets — so the pages you live in are always one click away.
It's a small thing, but if you open Conversations 40 times a day, having it pinned at the top saves real time and mental overhead.
Note — this is a per-user setting
Your pins are yours. Pinning a tab doesn't change what anyone else on your team sees. Everyone can pin whatever suits their own role.
Pin a tab
1. Hover over the tab and click the pin icon
Hover over any sidebar tab and a small pin icon appears on the right. Click it to pin that tab.
In this example, Conversations gets pinned — it jumps up into the pinned section at the top of the sidebar.
2. Pin as many as you need
Pin any other tabs the same way. Here Emails is pinned too, so both Conversations and Emails now sit at the top of the sidebar together.
Pins save automatically — no separate save button. The sidebar updates instantly.
Unpin a tab
To unpin, hover over the pinned tab and click the same pin icon again. The tab drops back into its normal spot in the sidebar. Nothing is lost — it's just no longer at the top.
What to pin, by role
Good starting points depending on what you do all day:
Role | Worth pinning |
Dispatcher | Conversations, Calendar, Live Location. |
Field technician | Calendar, Leads, Invoices. |
Sales / Estimator | Leads, Estimates, Conversations. |
Bookkeeper | Invoices, Payments. |
Manager / Owner | Reports, Conversations, Calendar. |
Tip — pinning and sidebar customization work together
First customize your sidebar to hide the modules you never use. Then pin your top 2–4 from what's left. That combination gets you the tightest, fastest sidebar possible.
Things to know
Situation | What happens |
You pin several tabs | They all sit in the pinned section at the top, in the order you pinned them. |
You hide a tab in sidebar settings while it's pinned | The hidden tab disappears from the sidebar entirely, pin included. Unhide it and the pin comes back. |
You sign in on a different device | Your pins follow your user account, so the same tabs are pinned everywhere you sign in. |
A teammate pins different tabs | Only affects their sidebar. Pins are per-user. |
Need help?
Email [email protected] or message us from the in-app chat if a pin isn't sticking or the pin icon isn't showing up on hover.