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

sellers

A seller is selected when creating a new account which meeans the seller has ownership of that account

This allows access to a reseller portal who have access to view certain details about their customers.

The price calculator can automatically give the seller a discount