# Menaia Docs

- [Welcome to Menaia](https://docs.menaia.com/guides/start/welcome.md): Menaia is the home base for your home-services business. It's where a new customer inquiry turns into a measured estimate, a polished proposal, a scheduled job, and finally a paid invoice — all in one place, so nothing slips between the cracks.
- [Sign in](https://docs.menaia.com/guides/start/sign-in.md): Sign in to Menaia with a one-time code from your email, your Google account, or a password — pick a workspace if you belong to more than one, and get back in if you forget your password.
- [Create your workspace](https://docs.menaia.com/guides/start/create-your-workspace.md): Sign up for Menaia on your own, answer a few quick questions from Meni, review the workspace Meni builds from your business, and know what to set up next.
- [Core Concepts](https://docs.menaia.com/guides/start/core-concepts.md): Menaia is built from a handful of simple ideas. Once these click, the rest of the product makes sense — every page you visit is really just one of these building blocks viewed from a different angle.
- [How Work Flows](https://docs.menaia.com/guides/start/how-work-flows.md): Follow a single piece of work end to end — from a brand-new Lead, through Estimate and Proposal, into a scheduled Job, and finally a paid Invoice.
- [Roles at a Glance](https://docs.menaia.com/guides/start/roles-at-a-glance.md): A friendly overview of the people who use Menaia — Admin, Ops Manager, Sales Admin, Sales Member, Client Coordinator, Crew Leader, and Crew Member — and what each one does day to day.
- [Finding Your Way Around](https://docs.menaia.com/guides/start/finding-your-way-around.md): Get comfortable with Menaia's layout — your home page, the sidebar and branch selector, groups, your name menu, the top bar with Meni and notifications, settings, and search — so you always know where to go.
- [Your Profile](https://docs.menaia.com/guides/start/your-profile.md): Update your photo, name, phone, and home address, set the days and hours you work for Best Match, and add a password — all from Edit Profile.
- [Ask Meni](https://docs.menaia.com/guides/meni/ask-meni.md): Open Meni, Menaia's AI assistant, to get how-to answers, look up your live data as charts, tables, and record lists, and prepare changes you approve before anything happens.
- [Meni Dashboard](https://docs.menaia.com/guides/meni/dashboard.md): Use the Dashboard to see what Meni flagged for your attention, read your morning briefing, approve Meni's drafts, and keep live charts you pinned from Meni.
- [Automations](https://docs.menaia.com/guides/meni/automations.md): Have Meni watch your numbers and react to business events — set up playbooks and watch rules, then approve, edit, or dismiss the drafts Meni queues for you. Admins can also shape the Meni daily insight email.
- [Leads Overview](https://docs.menaia.com/guides/leads/overview.md): What a lead is in Menaia and how it moves through your pipeline — from first contact to a won client — with links to every step.
- [Create a Lead](https://docs.menaia.com/guides/leads/create-a-lead.md): Add a new lead to your pipeline — capture the primary contact, the property address, and a few details — so you can start working it right away.
- [Edit a Lead and Add Contacts](https://docs.menaia.com/guides/leads/edit-and-contacts.md): Update a lead's contact and property details, and add secondary contacts like a spouse, tenant, or property manager.
- [Set the Lead Source, Confidence, and Referral](https://docs.menaia.com/guides/leads/source-confidence-referral.md): Record where a lead came from, how strong it looks, and who referred it — including capturing a salesperson or referral contact when the source asks for it.
- [Browse, Filter, and Map Your Leads](https://docs.menaia.com/guides/leads/browse-filter-map.md): Search your pipeline, narrow it down with filters, sort and customize the list, work leads on the board, and switch to the map view to see where your leads are.
- [Qualify a Lead](https://docs.menaia.com/guides/leads/qualify-a-lead.md): Get a lead ready to work — assign the branch, client coordinator, status, and tags so the right people pick it up and it moves through your pipeline.
- [Schedule a Site Visit](https://docs.menaia.com/guides/leads/schedule-a-site-visit.md): Book a lead activity on the calendar — set the date, time, and who's going — so your team can visit the property and move the lead forward.
- [Turn a Lead into a Client](https://docs.menaia.com/guides/leads/turn-lead-into-client.md): Convert a qualified lead into a client and project — so the work can move from your pipeline into delivery, scheduling, and estimates.
- [Manage Client Accounts](https://docs.menaia.com/guides/clients/manage-clients.md): Browse your client list, open a client's summary, and keep their details — contacts, billing address, and client-since date — up to date.
- [Add & Edit Properties](https://docs.menaia.com/guides/clients/properties.md): Keep a client's property accurate — address, property type, parking, access notes, hazards, pets, and special instructions — so every crew arrives prepared.
- [Manage Contacts](https://docs.menaia.com/guides/clients/contacts.md): Add and edit the people tied to a client or job — set a primary contact, add secondary contacts, and capture their relationship to the property.
- [Work a Project](https://docs.menaia.com/guides/projects/work-a-project.md): Open a project to see everything in one place — the client and property, contacts, the estimate and job, scheduled visits, media, forms and invoices — and move the work forward from a single hub.
- [Share the Client Portal](https://docs.menaia.com/guides/projects/client-portal.md): Activate a secure portal for a project, invite the customer by email or text, copy or resend their link, and see exactly what they see — job status, their team, photos, proposals, invoices, and visits.
- [Project comments](https://docs.menaia.com/guides/projects/comments.md): Keep the conversation about a job on the project itself: post and format comments, mention teammates, attach photos and videos, reply in threads, and edit or delete what you've written.
- [Edit Project Details & Contacts](https://docs.menaia.com/guides/projects/edit-details.md): Keep a project accurate — update the people to reach about the work and the property's address, type, and parking, right from the Overview tab.
- [Add & Manage Project Media](https://docs.menaia.com/guides/projects/media.md): Upload photos, videos, and documents to a project, sort them into folders, browse the gallery, and download or delete files — everything for the job in one place.
- [Project expenses](https://docs.menaia.com/guides/projects/expenses.md): Log the costs on a project — materials, subcontractors, dumpsters, and more — attach receipts, track each cost from Budgeted to Paid, and choose whether a cost comes out of the crew's bonus.
- [Use the Communications inbox](https://docs.menaia.com/guides/calls/inbox.md): Text clients, keep every call, voicemail, and marketplace message with the person it belongs to, and reply faster with snippets and AI drafts.
- [Make and take calls](https://docs.menaia.com/guides/calls/use-the-dialer.md): Call customers from Menaia, answer incoming calls in your browser, put callers on hold, bring in or transfer to a teammate, and control when calls ring you.
- [Review calls and voicemails](https://docs.menaia.com/guides/calls/browse-and-review-calls.md): Find past calls in the Communications inbox, call back missed callers, listen to voicemails, and link calls to the right lead, client, or project.
- [Monitor the Call Center](https://docs.menaia.com/guides/calls/call-center.md): Watch your team's calls and texts live: call and text volume, answer rate, missed calls, who's in the queue, and which teammates are available.
- [Estimates & Proposals](https://docs.menaia.com/guides/estimates/overview.md): Build estimates with the Calculator and track every estimate from first quote to sold.
- [Create an Estimate with the Calculator](https://docs.menaia.com/guides/estimates/create.md): Build an accurate, client-ready estimate step by step using the Calculator wizard — pick work areas, add items, review the price, and mark it sold.
- [Create an Estimate from Scratch](https://docs.menaia.com/guides/estimates/create-from-scratch.md): Skip the Calculator and build a quick estimate by hand — pick the client and project, add your own line items and prices on the proposal, choose the tax, and send it.
- [Enhance Crew Notes with AI](https://docs.menaia.com/guides/estimates/enhance-crew-notes.md): Turn quick, rough crew notes into clear, complete instructions the crew can actually use — with one tap.
- [Record a Ride-Along](https://docs.menaia.com/guides/estimates/ride-along.md): Record your in-person sales conversation and let AI analyze it for coaching insights afterward.
- [Browse & Filter Estimates](https://docs.menaia.com/guides/estimates/browse-filter.md): Find any estimate fast — search, filter, sort, switch status tabs, and flip between Table, Board, and Insights views.
- [Change an Estimate's Status](https://docs.menaia.com/guides/estimates/change-status.md): Mark estimates Sold, Lost, Released, and more — right from the Estimates list.
- [View an Estimate's History](https://docs.menaia.com/guides/estimates/history.md): Understand what's tracked on an estimate over its life — what changed, when, and who changed it.
- [Generate a Proposal from an Estimate](https://docs.menaia.com/guides/proposals/generate.md): Turn a finished estimate into a polished, client-ready proposal you can personalize and send — straight from the breakdown.
- [Personalize the Note and Price Display](https://docs.menaia.com/guides/proposals/edit-notes-price-display.md): Add a personal note to the customer, spell out project allowances, and choose whether the proposal shows unit prices, total prices, both, or neither.
- [Send a Proposal to Your Customer](https://docs.menaia.com/guides/proposals/send.md): Email the proposal with a secure link, personalize the message, and understand how the access link stays safe over time.
- [What the Customer Sees](https://docs.menaia.com/guides/proposals/client-view.md): A walkthrough of the customer's proposal: reviewing the work, choosing a payment option, and signing online — no account required.
- [Handle the Customer's Response](https://docs.menaia.com/guides/proposals/client-response.md): What happens after you send — opened, signed, changes requested, rejected, or expired — and exactly what to do next.
- [Overview](https://docs.menaia.com/guides/jobs/overview.md): Get oriented on the Jobs page — find any job, read its status at a glance, filter and search the list, switch between the table and map, and jump straight to the next action.
- [Browse pipeline](https://docs.menaia.com/guides/jobs/browse-pipeline.md): Find any job and see where it stands using the Jobs page — search, filter by status, switch between the table and map, and jump straight to the next action.
- [Open and assign crew lead](https://docs.menaia.com/guides/jobs/open-and-assign-crew-lead.md): Open a job from the Jobs page and assign its crew lead so planning and scheduling can begin.
- [Job completion metrics](https://docs.menaia.com/guides/jobs/profile-metrics-review.md): Understand a finished job's completion metrics — total hours, hours saved, bonus payout, and plan vs. actual savings.
- [Forms and checklists](https://docs.menaia.com/guides/jobs/forms-and-checklists.md): Fill out, save, edit, and remove the forms and checklists attached to a job — all from the Forms tab on the job's project page.
- [Reopen or cancel](https://docs.menaia.com/guides/jobs/reopen-or-cancel.md): Change a job's status from the Jobs list — cancel a job that's no longer going ahead, or reopen one that was closed or cancelled by mistake.
- [Build a plan](https://docs.menaia.com/guides/jobs/build-a-plan.md): Use the Job Planner to turn a sold job into a day-by-day plan — review notices, lay out each day's work, assign your crew, subcontractors, vehicles, and equipment, then submit it for approval.
- [Add crew equipment vehicles](https://docs.menaia.com/guides/jobs/add-crew-equipment-vehicles.md): Staff each day of a job — pick the workers and their hours, assign subcontractors, then choose how many vehicles and pieces of heavy equipment the crew needs — using the Job Planner.
- [Submit and approve](https://docs.menaia.com/guides/jobs/submit-and-approve.md): Submit a finished job plan for review, then review and approve it so the job is ready to schedule.
- [Complete inspection report](https://docs.menaia.com/guides/jobs/complete-inspection-report.md): Fill out and save an inspection report on a job — open the Forms tab, pick the form, answer the fields, attach photos, and review your completed reports.
- [Overview](https://docs.menaia.com/guides/schedule/overview.md): Get to know the Schedule — the team calendar where you book jobs, tasks, time off, and lead activity, switch between day, week, and month views, and filter down to what you need to see.
- [View the schedule](https://docs.menaia.com/guides/schedule/view-the-schedule.md): Open the Schedule, switch between Day, Week, and Month, group by people or jobs, jump to any date, and read what's on the calendar — all from one screen.
- [Schedule a job](https://docs.menaia.com/guides/schedule/schedule-a-job.md): Put a job on the calendar step by step — pick the client and job, set the day, time, and crew, then save it as a draft or publish it to your team.
- [Create a task](https://docs.menaia.com/guides/schedule/create-a-task.md): Add a task to the schedule — pick a task type, set the day and time, assign someone, and publish it so your team sees it on the calendar.
- [Log time off](https://docs.menaia.com/guides/schedule/log-time-off.md): Block out vacation, sick days, or other time away on the schedule so the team can see who's unavailable and avoid booking over it.
- [Filter and save views](https://docs.menaia.com/guides/schedule/filter-and-save-views.md): Narrow the Schedule to the people, clients, and activity you care about, then save those filters as a named view you can reuse, share with your branch, and set as your default.
- [Book equipment vehicles](https://docs.menaia.com/guides/schedule/book-equipment-vehicles.md): Add and manage the equipment and vehicles your crews use in the field, organized by branch under Settings.
- [Resolve a conflict](https://docs.menaia.com/guides/schedule/resolve-a-conflict.md): Spot and clear scheduling conflicts when you assign a team — read the Available and Unavailable lists, review the Scheduling Conflict warning, and decide whether to edit the shift or go ahead.
- [Clock in out](https://docs.menaia.com/guides/schedule/clock-in-out.md): Clock in and out of a shift, take a break, switch to another shift, and fix your times before they go in for approval — all from the Shifts page.
- [Edit submit shifts](https://docs.menaia.com/guides/schedule/edit-submit-shifts.md): Fix the clock-in, clock-out, and break times on a shift that's waiting for approval, add a note explaining the change, and send it for sign-off.
- [Approve shifts](https://docs.menaia.com/guides/schedule/approve-shifts.md): Review the time your crew logged, fix any mistakes, and approve each shift so it's ready for payroll — all from the Job Shifts page.
- [Export shifts](https://docs.menaia.com/guides/schedule/export-shifts.md): Download a CSV of shift records — badge ID, pay date, time in, and time out — for the shifts you select, so you can hand them off for payroll or your own records.
- [Overview](https://docs.menaia.com/guides/billing/overview.md): Get oriented with billing in Menaia — what the Invoices page shows you, how an invoice moves from draft to paid, and where to set up payment terms, payment methods, and automatic deposit invoices.
- [Browse invoices](https://docs.menaia.com/guides/billing/browse-invoices.md): Find any invoice fast — use the status tabs, summary totals, search, filters, and sortable columns on the Invoices page, then open one to see the full detail.
- [Create an invoice](https://docs.menaia.com/guides/billing/create-an-invoice.md): Bill a customer for a project — start from a sold estimate or build line items from scratch, set your dates and terms, then save it as a draft or send it straight away.
- [Send and resend](https://docs.menaia.com/guides/billing/send-and-resend.md): Email an invoice to your customer, send it the moment you create it, and resend it later — with the recipients, subject, and message you choose.
- [Preview download pdf](https://docs.menaia.com/guides/billing/preview-download-pdf.md): Open an invoice as a clean, client-ready PDF, choose what pricing the customer sees, then print it or download a copy.
- [Record allocate payment](https://docs.menaia.com/guides/billing/record-allocate-payment.md): Record a customer payment against an invoice, send a receipt, and split a single payment across several of the customer's invoices.
- [Project financial summary](https://docs.menaia.com/guides/billing/project-financial-summary.md): See what a project is worth and how much of it has been invoiced, collected, still due, and overdue, check its expenses and gross profit, and record one payment that covers several of the customer's invoices.
- [Add a credit](https://docs.menaia.com/guides/billing/add-a-credit.md): Apply a credit to an invoice to lower the amount a customer owes — set a fixed or percentage amount, pick a reason, and add a note for your records.
- [Refund a customer](https://docs.menaia.com/guides/billing/refund-a-customer.md): Give money back to a customer who has already paid. Add a credit note to lower the invoice first, then record the refund against the invoice or a single payment.
- [Void an invoice](https://docs.menaia.com/guides/billing/void-an-invoice.md): Cancel a sent invoice you no longer want collected — record a reason, add an internal note, and mark it Voided so the client no longer owes payment.
- [Auto deposit invoices](https://docs.menaia.com/guides/billing/auto-deposit-invoices.md): Turn on automatic deposit invoices so a deposit is created — and optionally sent to the client — the moment a proposal is signed, with no manual steps.
- [Overview](https://docs.menaia.com/guides/earnings/overview.md): Read your Overview dashboard at a glance — see your bonus, jobs, hours saved, reviews, and sales numbers, switch between time periods, and find where to dig deeper into your earnings.
- [Performance dashboard](https://docs.menaia.com/guides/earnings/performance-dashboard.md): Read your home Performance dashboard — switch between the Operations and Sales views, change the time period and Branch/Company scope, understand each metric card, and see where you rank on the Leaderboard.
- [Leaderboard](https://docs.menaia.com/guides/earnings/leaderboard.md): Read your win group's leaderboard — find your rank, see how you stack up on Sales and Crew, and track whether you moved up or down.
- [Wallet](https://docs.menaia.com/guides/earnings/wallet.md): See your projected bonus at a glance — track total earnings, browse every job that added to or subtracted from your bonus, and filter by date, type, or person.
- [Bonus report](https://docs.menaia.com/guides/earnings/bonus-report.md): Generate a downloadable monthly bonus report for your branch — pick a date range and export every team member's total bonus to a spreadsheet.
- [Badges](https://docs.menaia.com/guides/earnings/badges.md): Earn, view, and track badges in Menaia — what each badge rewards, where they show up on your profile, and how to see how close you are to unlocking the next one.
- [Win feed](https://docs.menaia.com/guides/earnings/win-feed.md): Read and post to your team's group feeds — share wins and updates, shout out teammates, react and comment, and check the leaderboard in Win groups.
- [Manage groups](https://docs.menaia.com/guides/earnings/manage-groups.md): Create, edit, and delete the groups in your side navigation — choose who can see each one, and pick whether it's a Win group with AI win posts and a leaderboard or a Communication group for everyday discussion.
- [Create an AI Win Post](https://docs.menaia.com/guides/earnings/create-ai-win-post.md): Turn a recent win — a new sale, saved hours, or an unlocked badge — into a celebration post in a Win group. Pick the win, add a note or GIF, and let AI write the post for you.
- [Comment react](https://docs.menaia.com/guides/earnings/comment-react.md): Join the conversation on the Win Feed — leave a comment, reply in a thread, react with an emoji, and add a GIF or photo to celebrate your team's wins.
- [Customer review](https://docs.menaia.com/guides/earnings/customer-review.md): Record a customer's star rating and review link on their project — so happy customers show up in your team's wins and recognition.
- [Branch review](https://docs.menaia.com/guides/earnings/branch-review.md): Add and manage the customer reviews that show on your branch's proposals — set the rating, author, location, and review text, and keep each branch's social proof up to date.
- [Overview](https://docs.menaia.com/guides/settings/overview.md): Find your way around the Settings area — what each section controls, who can open it, and where to go to set up branches, price books, proposals, invoices, forms, notifications, and your team.
- [Organization](https://docs.menaia.com/guides/settings/organization.md): Set your company name, time zone, email, logo, and payroll ID — the core details that appear across your account and on customer-facing documents and emails.
- [Branches](https://docs.menaia.com/guides/settings/branches.md): Set up and manage the branches in your workspace — addresses, timezones, pricing defaults, and the cost and bonus settings that drive every estimate in that branch.
- [Users](https://docs.menaia.com/guides/settings/users.md): Add and manage the people on your team — create users, assign their roles and branches, reset passwords, and block access — all from Settings.
- [Roles branches](https://docs.menaia.com/guides/settings/roles-branches.md): Understand how roles and branches control what each person sees and does, then assign them to your team from the Users and Branch Configuration pages.
- [Communications](https://docs.menaia.com/guides/settings/communications.md): Set up your workspace's phone lines: apply for or port a number, choose who each line rings and in what order, mask personal numbers, and configure greetings, voicemail, forwarding, queues, and call recording.
- [Items](https://docs.menaia.com/guides/settings/price-book/items.md): Build and maintain the items in your Price Book — the priced building blocks estimators add to a job. Set each item's unit, costs, category, image, and pricing behavior.
- [Item categories](https://docs.menaia.com/guides/settings/price-book/item-categories.md): Group your Price Book items into categories — the buckets estimators browse in the Calculator, and the link that connects items to the work areas and factors that use them.
- [Factors additional costs](https://docs.menaia.com/guides/settings/price-book/factors-additional-costs.md): Set up factors and additional costs in your Price Book so estimates pick up the right markups and extra charges automatically.
- [Multiplier ranges](https://docs.menaia.com/guides/settings/price-book/multiplier-ranges.md): Set up cost-based pricing multipliers in the Price Book so larger jobs price differently from smaller ones — define each cost band's low and high multiplier, keep ranges from overlapping, and edit or remove them safely.
- [Work areas](https://docs.menaia.com/guides/settings/price-book/work-areas.md): Set up the work areas in your Price Book — the parts of a job estimators pick from, each bundling the item categories and factors that belong to it.
- [Proposal content](https://docs.menaia.com/guides/settings/proposal-content.md): Set the boilerplate that appears on every proposal for a branch — the default send email, your license and About info, payment terms, disclaimers, and terms and conditions.
- [Payment methods financing](https://docs.menaia.com/guides/settings/payment-methods-financing.md): Set up the payment methods and financing offers that appear on your proposals — per branch — so customers always see the right ways to pay.
- [Invoice content automations](https://docs.menaia.com/guides/settings/invoice-content-automations.md): Set the footer that appears on every invoice and turn on the automations that create and send deposit invoices when a proposal is signed — per branch.
- [Payment terms](https://docs.menaia.com/guides/settings/payment-terms.md): Set up the payment terms your branch offers on invoices — name them, choose how many days until they're due, pick a default, and control which ones appear when billing customers.
- [Taxes](https://docs.menaia.com/guides/settings/taxes.md): Set up the sales tax rates and tax groups your branches charge, choose each branch's default rate, and pick which branches use TaxJar.
- [Credit void reasons](https://docs.menaia.com/guides/settings/credit-void-reasons.md): Set up the standard reasons your team picks from when crediting or voiding an invoice or credit note — so every adjustment is consistent, searchable, and easy to report on.
- [Statuses](https://docs.menaia.com/guides/settings/statuses.md): Set up the lead statuses your team uses to track where every lead stands — create them, give each a category and color, control the order, and turn them on or off.
- [Lead sources](https://docs.menaia.com/guides/settings/lead-sources.md): Set up the lead sources your team picks from — name them, choose a default, map incoming leads with external keys, and decide when a referral is required.
- [Tags](https://docs.menaia.com/guides/settings/tags.md): Create and manage the tags your team uses to label and organize leads and projects, then keep the list tidy by editing or deactivating tags as needs change.
- [Subcontractors](https://docs.menaia.com/guides/settings/subcontractors.md): Add and manage the subcontractors your branches work with — contact details, license and insurance dates, languages, pricing, and document attachments — from Settings.
- [Expense types](https://docs.menaia.com/guides/settings/expense-types.md): Manage the categories your team picks when logging project expenses — create, rename, and deactivate or reactivate expense types from Settings.
- [Task types](https://docs.menaia.com/guides/settings/task-types.md): Create and manage the task types your team picks when scheduling work on the calendar — set up, rename, and remove them from Settings.
- [Equipment vehicles](https://docs.menaia.com/guides/settings/equipment-vehicles.md): Set up your company's equipment and vehicles in Settings — define the categories they fall into, then add each item with its details so it's ready for the field.
- [Forms](https://docs.menaia.com/guides/settings/forms.md): Build the custom forms and checklists your team fills out on projects — add fields, choose which branches use each form, preview it, and decide who gets emailed when one is submitted.
- [Media folders](https://docs.menaia.com/guides/settings/media-folders.md): Set up the folders that organize every project's photos, videos, and documents — create them per branch, deactivate or delete them, and choose which ones customers can see.
- [Client Portal](https://docs.menaia.com/guides/settings/client-portal.md): Choose which tabs customers see in the client portal, share media folders with them, and open the portal automatically when a customer signs a proposal.
- [Integrations](https://docs.menaia.com/guides/settings/integrations.md): Browse the Integrations marketplace and connect add-on apps like Menaia Pay to extend what your workspace can do.
- [Menaia pay](https://docs.menaia.com/guides/settings/menaia-pay.md): Turn on Menaia Pay so your business can accept card and bank payments online, collect deposits, and keep invoices and payouts in sync — all from inside Menaia.
- [Notification preferences](https://docs.menaia.com/guides/settings/notification-preferences.md): Choose which notifications each branch sends by email, SMS, in-app, and push, and set up shift reminders for breaks and forgotten clock-outs.
- [Notification rules](https://docs.menaia.com/guides/settings/notification-rules.md): Control who gets notified for each kind of event — choose the recipients by role, branch, or specific people, and turn any rule on or off.
- [Ai bi](https://docs.menaia.com/guides/settings/ai-bi.md): Open the AI BI dashboard to see live charts and reports about your business — who has access, how to turn it on, and what to do when it's empty.
- [Lead capture rules (reference)](https://docs.menaia.com/reference/leads/capture-rules.md): What it takes to create a lead — required fields, address handling, duplicates, and referrals.
- [Lead status lifecycle (reference)](https://docs.menaia.com/reference/leads/status-lifecycle.md): Lead statuses, how they are organized, and how a lead moves through them.
- [Lead activities & conversion (reference)](https://docs.menaia.com/reference/leads/activity-and-conversion.md): Logging lead activities (e.g. site visits), draft vs published, and how publishing converts a lead.
- [Lead-to-client conversion (reference)](https://docs.menaia.com/reference/leads/conversion-order.md): What gets created when a lead becomes a client and project, and in what order.
- [Contacts (reference)](https://docs.menaia.com/reference/leads/contact-lifecycle.md): Primary vs secondary contacts, how contacts carry from lead to client, and removal rules.
- [Client, property & project access (reference)](https://docs.menaia.com/reference/leads/access-scopes.md): Who can view and edit clients, properties, and projects, and how branch scoping works.
- [Troubleshooting: leads & clients (reference)](https://docs.menaia.com/reference/leads/why-cant-i.md): Why a leads or clients action is blocked, disabled, or failing — cause and resolution.
- [Pricing rules (reference)](https://docs.menaia.com/reference/estimates/pricing-rules.md): How estimate pricing is calculated — cost, markup, retail and final price, discounts, and tax.
- [Estimate lifecycle & statuses (reference)](https://docs.menaia.com/reference/estimates/lifecycle.md): Every estimate status, the transitions between them, what each one triggers, and which fields lock when.
- [Troubleshooting: why can't I…? (reference)](https://docs.menaia.com/reference/estimates/troubleshooting.md): Why an estimate action is blocked, disabled, or failing — cause and resolution for each case.
- [Job status lifecycle](https://docs.menaia.com/reference/jobs/job-status-lifecycle.md): The ten job statuses, how a job moves between them automatically and manually, and who can change a job's status.
- [Non schedulable statuses](https://docs.menaia.com/reference/jobs/non-schedulable-statuses.md): Which job statuses can't be scheduled, why Closed Job and Cancelled jobs never appear in the Schedule a Job picker, and how this differs from the Requires Crew Lead and lead-level scheduling rules.
- [Job plan lifecycle](https://docs.menaia.com/reference/jobs/job-plan-lifecycle.md): The three job-plan statuses (Draft, Complete, Approved), how a plan is built, submitted, and approved, who can do each, and how the job's status follows along.
- [Crew lead eligibility](https://docs.menaia.com/reference/jobs/crew-lead-eligibility.md): Who can be assigned as the crew lead (Team Lead) on a job's scheduled days, and who is allowed to make that assignment.
- [Inspection fields](https://docs.menaia.com/reference/jobs/inspection-fields.md): The inspection report on an estimate: the sections and fields it captures, which fields are required, who can fill it in, and when it locks.
- [Availability conflicts](https://docs.menaia.com/reference/schedule/availability-conflicts.md): How the schedule detects double-bookings and unavailability, the availability dots shown while picking people, the Scheduling Conflict dialog, and how Best Match finds a salesperson's next opening.
- [Access cross branch](https://docs.menaia.com/reference/schedule/access-cross-branch.md): Who can open the Schedule, whose events each role sees, and how Cross-Branch Calendar Sync widens visibility across branches.
- [Saved filter visibility](https://docs.menaia.com/reference/schedule/saved-filter-visibility.md): Who can see and who can manage a saved Schedule filter — private vs shared-with-branch visibility, ownership, and the rename/delete/re-share rules.
- [Shift status rules](https://docs.menaia.com/reference/schedule/shift-status-rules.md): The four shift statuses, how a shift moves from clock-in to approval, and who can clock in, edit, approve, reset, or enter shift details.
- [Task timeoff resource rules](https://docs.menaia.com/reference/schedule/task-timeoff-resource-rules.md): Who can create, assign, and delete scheduled tasks and time off, plus the field rules for tasks, time off, and the equipment and vehicle catalog, and how scheduling conflicts behave.
- [Hours calculation](https://docs.menaia.com/reference/schedule/hours-calculation.md): How worked hours are computed for shifts: breaks deducted, rounding, when totals are saved, and where they appear across the app.
- [Invoice status and actions](https://docs.menaia.com/reference/billing/invoice-status-and-actions.md): The six invoice statuses, how each is derived, which actions are available in each, and who can perform them.
- [Sales tax](https://docs.menaia.com/reference/billing/sales-tax.md): How sales tax is chosen and calculated across estimates, proposals, and invoices — where rates come from, what gets taxed, the saved copy of the rate, and how older estimates and invoices are handled.
- [Payment allocation](https://docs.menaia.com/reference/billing/payment-allocation.md): How a recorded payment is split across one or more invoices, how over- and under-payment behave, how refunds raise a balance back, and how credits use the same balance math.
- [Reason codes](https://docs.menaia.com/reference/billing/reason-codes.md): Configurable reason codes for voiding invoices, adding credit notes, and voiding credit notes — what they are, when they're required, and who manages them.
- [Ledger](https://docs.menaia.com/reference/billing/ledger.md): What the billing ledger records, how invoice, payment, credit, and refund events are logged, how it differs from the balances shown on a project, and who can see it.
- [Invoice numbering](https://docs.menaia.com/reference/billing/invoice-numbering.md): How invoice numbers are formed, sequenced, and kept unique per branch within your workspace.
- [Auto deposit](https://docs.menaia.com/reference/billing/auto-deposit.md): How a deposit invoice is created automatically when a client signs a proposal, the settings that control it, and when it is emailed.
- [Metrics glossary](https://docs.menaia.com/reference/earnings/metrics-glossary.md): Every sales and crew-performance metric the app reports — what each one counts, the time window it falls into, and the scope it can be viewed at.
- [Performance periods](https://docs.menaia.com/reference/earnings/performance-periods.md): How performance periods are bucketed by timeframe and level, what feeds their metrics, when they recompute, and who can read or regenerate them.
- [Badge catalog](https://docs.menaia.com/reference/earnings/badge-catalog.md): Every earnings badge and the user-facing criteria to earn it, plus the shared rules for how badges are awarded.
- [Wins and the badge feed (reference)](https://docs.menaia.com/reference/earnings/win-badge-feed.md): How wins are created, when they appear in a feed group, and how badge unlocks turn into posts you can share.
- [Comment reaction rules](https://docs.menaia.com/reference/earnings/comment-reaction-rules.md): Who can comment and react, what they can edit or delete, the limits on comment content, and how replies and notifications work.
- [Leaderboard ranking](https://docs.menaia.com/reference/earnings/leaderboard-ranking.md): How the Sales and Crew leaderboards rank people — the metric, the scope, tie-breaks, and who can see whose numbers.
- [Branch invariants](https://docs.menaia.com/reference/config/branch-invariants.md): The rules that always hold for a branch — its identity, required settings, what a save can and cannot change, and the errors you see when a rule is broken.
- [Multiplier range overlap](https://docs.menaia.com/reference/config/multiplier-range-overlap.md): How multiplier ranges map a job's cost to its pricing multipliers, and the overlap, coverage, and field rules that keep a branch's pricing unambiguous.
- [Status config vs usage](https://docs.menaia.com/reference/config/status-config-vs-usage.md): Which statuses you can customize, where they apply, and why a status that's in use can't be deleted.
- [Notification rules](https://docs.menaia.com/reference/config/notification-rules.md): How notification rules decide who gets notified when something happens in your workspace, and who can configure them.
- [Integration lifecycle](https://docs.menaia.com/reference/config/integration-lifecycle.md): How an integration connects, stays connected, and disconnects — the states a connection can be in, who can manage it, and what controls whether it shows up at all.
- [Permissions roles matrix](https://docs.menaia.com/reference/platform/permissions-roles-matrix.md): The roles in your workspace and what each one can see and do across leads, clients, estimates, jobs, schedule, billing, and settings.
- [Org branch scoping](https://docs.menaia.com/reference/platform/org-branch-scoping.md): How workspaces and branches scope what you can see and do — the hard tenant boundary versus the softer branch filter, and who can see across branches.
- [Feature availability](https://docs.menaia.com/reference/platform/feature-availability.md): Why some capabilities are turned on or off for your account, how to tell whether a feature is available to you, and what you see when it isn't.
- [Find or create dedup](https://docs.menaia.com/reference/platform/find-or-create-dedup.md): Why Menaia reuses an existing client, contact, property, project, or lead instead of creating a duplicate — the matching rules and how to force a new record.
- [Soft delete](https://docs.menaia.com/reference/platform/soft-delete.md): What Delete really does to a record, why deleted items disappear from your lists but can still be recovered, and when Delete is blocked.
- [Geocoding zip](https://docs.menaia.com/reference/platform/geocoding-zip.md): How addresses become map coordinates, what happens when a lookup fails, what the property address means for sales tax, and how the address drives driving distance and nearest-branch routing for leads.
- [Money rounding](https://docs.menaia.com/reference/platform/money-rounding.md): How the platform rounds money on invoices, where full precision is kept on purpose, and why a displayed total can land a penny off a hand calculation.
- [Background processing](https://docs.menaia.com/reference/platform/background-processing.md): What updates automatically in the background, why a short delay is normal, and when to expect metrics, badges, leaderboards, notifications, emails, and cached views to catch up.
- [Ai features and limits](https://docs.menaia.com/reference/platform/ai-features-and-limits.md): What Menaia's AI helpers do, the length and size limits on each one, and how every AI suggestion is reviewed before it's used.
- [AGENTS](https://docs.menaia.com/AGENTS.md)