The Workbook is your daily command center for managing store operations. This guide walks you through every section of the interface and how to use each feature.

Overview of the Workbook showing navigation, panels, KPI bar, and team schedule.

The Workbook interface has five main areas:

The sidebar is divided into two sections:

These buttons open modal dialogs for common tasks:

Navigation links to different views (no page reload):

Tip: Click Collapse at the bottom of the sidebar to minimize it and gain more screen space.

Once clocked in, your name will appear in the Team Panel on the right side of the screen with a green indicator.

Note: If you need to take a break, use the same process and select Start Break. To clock out, select Clock Out.

Click Queue in the Operations section of the sidebar to see all customers waiting.

The queue shows customers organized by status:

Use the view buttons in the header to switch between:

Click the Schedule button in Quick Actions to view today's shifts.

The Schedule Panel in the Workbook shows:

The Team Panel on the right side shows who is currently clocked in:

Click any employee's name to see their clock-in time and available actions.

Note: This feature requires the Comeback Cash permission.

The KPI bar is fixed at the bottom of every page.

Metrics shown:

Click the expand button (arrow icon) on the right side of the KPI bar to see the detailed view:

The detailed view shows:

Click the collapse button to return to the compact view.

Click the chat bubble icon in the KPI bar to open the SMS Chat panel:

The chat panel lets you:

Tip: Messages sent here go directly to the customer's phone as SMS texts.

Click Help Center in the Operations section of the sidebar.

The Help Center provides:

Other options in this menu:

The main content area contains draggable panels:

A checklist of opening and closing tasks. Check off items as you complete them. The progress counter shows completed/total tasks.

Team notes and announcements. Pinned notes appear at the top. React to notes with likes, hearts, or comments.

A shared drawing canvas for quick notes. Use different pen colors and brush sizes. Changes sync in real-time with other users.

Today's employee schedule (requires WhenIWork integration).

Quick search for backstock bins. Shows bins that need to be pulled and recent activity.

Tip: Drag panels by their header to rearrange. Click the resize buttons to make panels wider or narrower. Click Reset Layout to restore default positions.