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

Job Management

  • manage non-financial aspects of a job from acceptance to completion to remedial
  • Book diary appointments
  • record confirmations for an appointment
  • Upload and revise job documents,
  • View and amend job status
  • Upload Purchase Order documents
  • Add Job notes
  • Record job time
  • Set Subscription status
  • See subscriptions help page
  • Change Job contact (job contact is the recipient of emailed quotes)
  • Change job description
  • Purchase Order - allows a PO document to be uploaded and a po number entered which appears on the invoice. This can be emailed with the invoice
  • Change Job contact
  • Appointments
  • See appointments help page
  • Book appointment
  • Change appointment
  • confirmations
  • Change Job Status