The Your Tools tab

What the Your Tools tab shows

Connect is where Verinode reads in the data you already produce, instead of asking you to enter it twice. The Your Tools tab is the one place that answers a single question at a glance: of everything my office runs, what has Verinode already got a line into, and what still needs a tap.

Every row on this tab is either a catalog tool you or Verinode has identified as part of your stack (Xactimate, QuickBooks, your job-management system, and so on) or your QuickBooks connection itself. It is not a list of every possible data source, that is what the Other sources tab is for. Your Tools is your stack, and only your stack.

Where to find it

Open Connect from the sidebar at iq.verinode.ai/connect. Under the hero card (the running count of documents captured, and the fastest way in: your Verinode forwarding address) sits a row of three pills: Your tools, Add a tool, and Other sources. Tap Your tools to land on this tab.

If you already have at least one tool in your stack, Connect opens on Your Tools by default. If your stack is empty, it opens on Add a tool instead, since there is nothing to show here yet.

Reading a tool row

Each row is a flat line, not a card: logo on the left, name and one status line in the middle, an action pill on the right. Tap anywhere on the row, not just the button, to open it.

• Logo. The tool's real vendor logo (the same one you'd see representing it on /vendors), resolved from its catalog name. Verinode never guesses at a logo or shows a broken image, if it cannot resolve one confidently it falls back to a plain icon rather than showing something wrong.
• Name. The tool's display name, for example "QuickBooks Online", "Xactimate", "Restoration Manager."
• Status line. One line under the name. If Flow is set up for that tool, it reads "Flow on" followed by the cadence and who runs it, for example "Flow on · Monthly · you" or "Flow on · Weekly · [contributor name]." If Flow is not set up, it shows a short plain description of what the tool brings in instead.
• Action pill, on the right:

- Flowing or Connected (green, with a checkmark): the tool is live and data is already coming in. Tap it to open the tool's manage view. - Flow on (green, with a checkmark): a Flow workflow is set up for this tool, so its data is coming in on its own even without a direct API. Tap it to open the Flow card. - Connect (steel blue, with an arrow): this tool has a direct API/OAuth connection available and it is not connected yet. Tap it to start that connection. - Set up Flow (copper, with an arrow): this tool has no API, so its data comes in through a guided Flow instead (an auto-forward rule, a scheduled export, or a guided pull with reminders). Tap it to set that up.

Sorting: live first

Rows are always sorted with live tools first: anything already Flowing, Connected, or with Flow on sits above anything still showing Connect or Set up Flow. Within those two groups the order follows however the tools were added. This keeps the top of the list answering "what's already working" and pushes "what still needs a tap" below it, so you are not hunting for the two or three tools that actually need attention among a long list of ones that don't.

Searching your stack

The search box above the tabs reads "Search your tools." Type a name and every tab filters instantly and client-side, no page reload, matching anywhere in the tool's name (not case-sensitive). The Your Tools tab count badge on the pill itself updates with the search too, so if you type "quick" and only QuickBooks matches, the pill reads "Your tools 1" until you clear the search.

The same search box also filters Add a tool and Other sources, so it is one field for finding anything on the whole Connect page, not a Your-Tools-only control.

What counts as "your tools"

Your stack is not only what you explicitly picked. It is:

• Every catalog tool you added yourself, from onboarding or from the Add a tool tab.
• Your QuickBooks connection, the moment it goes live, even if you never explicitly added "QuickBooks Online" as a tool. A live accounting connection is treated as part of your stack automatically.

That also means a tool you've already connected never shows up again as a recommendation or in the catalog on Add a tool, once it's live (or has Flow set up), it moves out of "things to add" and lives here instead.

Empty states

• No tools added yet: "No tools yet. Open Add a tool to bring in the ones your office runs."
• A search with no matches: "No tools match that search."

Neither of these is an error. The first just means your stack is empty, which is exactly what the Add a tool tab exists to fix. The second means your search string does not match anything currently in your stack, try a shorter or different word, or clear the box to see the full list again.

Best-practice example

Say your office runs Xactimate for estimating, Restoration Manager for job management, and QuickBooks Online for the books. Early on, Your Tools shows all three sitting under Connect or Set up Flow, since none has been wired up yet. You connect QuickBooks directly (a Connect pill, an OAuth popup), and its row moves to the top with a green Connected pill. For Xactimate and Restoration Manager, neither has a direct API, so each gets a Set up Flow pill, you set up a scheduled export for one and an auto-forward rule for the other, and both rows move up to join QuickBooks with Flow on status lines showing their cadence. What was a three-row tab of blue and copper "needs setup" pills is now three green rows, and Connect's hero count of documents captured starts climbing on its own from that point forward.

Related reading

• Connecting your data: how Connect, Flow, and channels fit together across the whole page.
• Forwarding documents: using your Verinode forwarding address, the fastest way in when a tool isn't in your stack yet.
• Benchmarks overview: how the tools you run here feed your vendor-spend and cost benchmarks.

Data sources