> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigate Contractor Co-Pilot's modules and shortcuts

> Learn the dashboard, sidebar navigation sections, how to switch between modules, use global search, and move faster with keyboard shortcuts.

Contractor Co-Pilot organizes everything through a left sidebar that groups related tools into sections. Once you know where each module lives and a few keyboard shortcuts, you can move between estimates, projects, clients, and your AI co-pilot without any friction.

## Dashboard

The **Dashboard** is the first screen you see after logging in. It surfaces:

* **Active estimates** — Your most recent estimates and their current status.
* **Active projects** — Projects currently in progress across your organization.
* **Recent activity** — The latest changes made by you or your team.

Use the dashboard as a quick-glance health check on what's open and what needs attention.

## Sidebar navigation

The left sidebar is your primary way to move between modules. Here's what each section contains and what you'll use it for:

<CardGroup cols={2}>
  <Card title="Hank" href="/tools/hank">
    Your AI co-pilot. Ask questions about your projects and estimates, look up client data, or get help using any feature.
  </Card>

  <Card title="Estimates" href="/estimating/estimates">
    Create and manage all your project estimates in one place.
  </Card>

  <Card title="Takeoffs" href="/estimating/takeoffs">
    Measure quantities directly from blueprints and PDFs, then push them into an estimate.
  </Card>

  <Card title="Pipeline" href="/sales/pipeline">
    Kanban-style deal tracker. Move prospects through your sales stages at a glance.
  </Card>

  <Card title="Proposals" href="/sales/proposals">
    Convert estimates into professional, client-ready proposals.
  </Card>

  <Card title="Invoices" href="/sales/invoices">
    Bill clients and track payment status.
  </Card>

  <Card title="Materials" href="/costs/materials">
    Manage your materials catalog with current pricing for fast line item entry.
  </Card>

  <Card title="Equipment" href="/costs/equipment">
    Equipment catalog with hourly or daily rates.
  </Card>

  <Card title="Labor" href="/costs/labor">
    Labor rates and crew configurations for cost calculations.
  </Card>

  <Card title="Clients" href="/clients">
    Manage client relationships, contact info, and associated projects.
  </Card>

  <Card title="Projects" href="/projects">
    Track projects from award through completion, including timelines and budgets.
  </Card>

  <Card title="Analytics" href="/analytics">
    Business intelligence dashboard with reporting across estimates, projects, and revenue.
  </Card>
</CardGroup>

Additional sections in the sidebar include **Services** (scheduling and service management), **Suppliers** (vendor contact info and purchase orders), and **Organization** (divisions, budgets, and company-wide documents). **Settings** sits at the bottom of the sidebar and covers your account, organization, billing, and preferences.

## Hank — your AI co-pilot

Hank is available on every page. Find him in the sidebar or open a conversation from the chat button. Use Hank to:

* Ask questions about your projects, estimates, or clients.
* Get step-by-step help with any feature in the app.
* Analyze cost data or surface trends across your work.

Use the `@` symbol in your message to reference a specific project, estimate, or client by name. See [Hank](/tools/hank) for the full list of capabilities.

## Search

Press `Cmd+K` (Mac) or `Ctrl+K` (Windows/Linux) from anywhere in the app to open the **Command Palette**. From there you can search across projects, estimates, and clients, or jump directly to any module.

## Keyboard shortcuts

### Navigation

| Shortcut     | Action          |
| ------------ | --------------- |
| `G` then `D` | Go to Dashboard |
| `G` then `E` | Go to Estimates |
| `G` then `P` | Go to Projects  |
| `G` then `C` | Go to Clients   |
| `G` then `S` | Go to Settings  |

### Create actions

| Shortcut               | Action                       |
| ---------------------- | ---------------------------- |
| `Cmd/Ctrl + Shift + E` | New Estimate                 |
| `Cmd/Ctrl + Shift + P` | New Project                  |
| `Cmd/Ctrl + Shift + C` | New Client                   |
| `Cmd/Ctrl + N`         | Quick action (context-aware) |

### Search and UI

| Shortcut               | Action                      |
| ---------------------- | --------------------------- |
| `Cmd/Ctrl + K`         | Open Command Palette        |
| `Cmd/Ctrl + Shift + F` | Search Projects             |
| `Cmd/Ctrl + B`         | Toggle Sidebar              |
| `Cmd/Ctrl + /` or `?`  | Show all keyboard shortcuts |

### Hank

| Shortcut               | Action                        |
| ---------------------- | ----------------------------- |
| `Cmd/Ctrl + Enter`     | Send message to Hank          |
| `Cmd/Ctrl + Shift + N` | Start a new Hank conversation |

## Mobile

Contractor Co-Pilot works on mobile devices. The sidebar collapses into a hamburger menu, and all features are accessible through the mobile-optimized interface.

## Next steps

<CardGroup cols={2}>
  <Card title="Quick Start Guide" href="/getting-started/quick-start">
    Complete setup walkthrough from account creation to your first estimate.
  </Card>

  <Card title="Your First Estimate" href="/getting-started/first-estimate">
    Step-by-step guide to creating, reviewing, and exporting an estimate.
  </Card>
</CardGroup>