Getting around
The top bar, the sidebar and its workspace hubs, Ctrl+K search, the project workspace with its tabs, dark mode, and how it all folds onto a phone.
Zaptiz has two levels. Company-wide screens — leads, estimation, vendors, payments — sit in the sidebar. Everything that belongs to one job sits inside that project, on its tabs.
📷 Screenshot spot — the app on a laptop: top bar with search, sidebar with the Procurement hub expanded, and a project open on its BOQ tab
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The top bar
| Item | What it does |
|---|---|
| Zaptiz logo | Back to the Dashboard. |
| Search projects, POs, vendors, pages… | Opens search. See below. |
| View as | Company Admins only: preview the app as another role. See Roles and permissions. |
| Share | Share a link to the page you are on. See Sharing. |
| Ask AI | Opens the Assistant in a side panel. |
| Your name and role | The account menu: Settings, Dark mode, Sign out. |
The sidebar
| Group | Entries |
|---|---|
| Overview | Dashboard |
| AI | Assistant, Daily Briefing, AI Agents, Drafts to review |
| Projects | Leads, Estimation, Projects |
| Workspaces | Commercial, Procurement, Stores, Site, Workforce, Finance |
| Company | Administration (Company Admin only) |
| Masters | Resources, Clients, Vendors |
| Personal | Settings |
You only see entries your role can open, so a Store Keeper's sidebar is much shorter than a Company Admin's.
Workspace hubs. Clicking a workspace name opens its hub — a page of tiles, one per screen in that area, grouped under headings, with the area's AI agents in their own section. The arrow beside a workspace name expands it in the sidebar instead, listing the same pages without leaving the one you are on. One hub is open at a time; the hub you are working in opens by itself. An AI pill marks an agent among the pages.
Greyed-out tiles. Some hub tiles — Material Requests, Purchase Orders, Goods Receipts, Subcontracts, DPR & Tasks, Snags, Quality, Safety, Muster Roll, Site Deployment, RA Bills, Tax Invoices, Cost Ledger and Project Financials — are greyed out with a note that they are project-scoped. These registers belong to a project: open the project and use its tab.
Collapse sidebar. The button at the bottom of the sidebar shrinks it to icons, which gives a wide BOQ grid more room. Hover an icon for its name. Your browser remembers the choice.
Search with Ctrl + K
Press Ctrl + K (⌘ + K on a Mac), or / when you are not typing in a field, or click the search box.
- Type a project name, a document number such as
PO-0001, a vendor, a person or a page name. - Results come in groups — Pages and one group per kind of record: projects, purchase orders, material requests, goods receipts, BOQs, rate analyses, quotations, contracts, change orders, RA bills, tax invoices, payments, subcontracts, clients, vendors, resources, workers, equipment and warehouses.
- Move with ↑ ↓ and press Enter, or click. Esc closes.
When you open a record from search, its row blinks on the page it lands on so you can find it in a long list.
Before you type, search shows Recently opened, Recent searches and Jump to. Clear empties either list; both are kept only in your browser.
Search only returns what you could open anyway — your role, and for project records, your project teams.
Inside a project
Open a project from Projects, the Dashboard, or search. The dark bar at the top identifies it:
| Item | What it does |
|---|---|
| Project code and name | Which job you are in. |
| Switch project | A drop-down to jump to another of your projects without going back to the list. |
| Team | Who is on the project and what they may approve. See Project team. |
| Status | The project's status, for example in progress or on hold. |
Below it, the tabs are grouped and separated by thin lines:
| Group | Tabs |
|---|---|
| — | Overview, Timeline |
| Commercial | BOQ, Takeoff, Budget, Billing, Change Orders |
| Delivery | Schedule, Site, Labour, Subcontract, Equipment |
| Supply | Procurement, Materials |
| Records | Drawings, Documents, Photos |
| Compliance | Quality, Safety, Snags |
A tab appears only if your role can read it — a Site Engineer has no Budget or Billing tab, an Accountant has no Snags tab. The full list per role is in Roles and permissions.
If you may see the project's money, a strip under the tabs shows Contract, Budget cost, Progress and Forecast margin.
A project you are not on the team of answers Project not found — It may not exist, or you may not be on its team. Zaptiz does not confirm that a project exists to someone outside it. Ask the project manager to add you.
Dark mode
Account menu › Dark mode. The switch applies at once and is remembered by that browser, so you can use dark on the site-office laptop and light on your phone.
On a phone
- A bar along the bottom holds your first four sidebar entries and More. More opens the full sidebar as a drawer; so does the menu button at the top left.
- Search is the magnifier icon in the top bar.
- Wide tables scroll sideways inside their panel; the page itself does not.
- View as is available on a laptop only.
Related
- Dashboard — where you land after signing in.
- Roles and permissions — why your sidebar and tabs look the way they do.
- Sharing — send a teammate the page or record you are looking at.