Workflows
Adding an Expense
Adding an Income
Adding a Quote
Adding an Invoice

Page-Specific Help
Home
Software Requirements
Job Management
Expenses
Appointments
Booking Confirmations
Subscription (repeating) Jobs
Communications Log
Document Management
Search
Call Log
Invoicing
Email Footer
System Setup Rules
User Management
Password Reset
Teams
Customer Management
Supplier Management
Quotations
Status
Recording Income
Job Management
Contacts
Dashboard
Products
Admin
Monthly Income
Monthly Expenses
Yearly Invoice Overview
Debtor Management
Profit and Loss
Yearly Expense Overview
Job Status Page
Appointments List Page
Payments Page
Invoices Page
Expenses Page
Expense Categories
Tax Year Setup
Income List
Expense List
Archiving Expense
Invoices for Period
Job Statuses
Job Contact
Purchase Orders
Expense refund
Archiving Income
Email monthly data to accountant
Reminder SMS
Case Study 1
Case Study 2
Case Study 3

Team Management

Teams are managed from the admin section by clicking on "Team" in the pink menu system located on the left.

A Team:
  • Cannot login to the system
  • Can consist of 0 or more members of staff (you would have no team members if the team consisted of contractors or individuals with no database user account)
  • Appointments can be added to the calendar for a team
  • Adding a calendar user to a team allows the team's database appointments to be synced with webmail, outlook or a mobile devce calendar
  • If a staff member is added to a team, team appointments will be synced with the staff members calendar

  • Adding Staff to a team
    In the edit team page, select the member of staff you want to add from the dropdown list and click "add to team"

    Removing Staff from a team
    In the edit team page, select the member of staff you want to add from the dropdown list and click "remove from team"