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

Document Management

Provides documents storage , categorisation and versioning. Older (or newer) versions can be reverted to at any point. Certain documents will have special properties ie a document of category “sat note” will be automatically attached to an invoice and quotation. There are two ways to access documents:

The link to Documents in the pink job menu (left) shows only communications related to that job.

The link to Documents in the Green Account menu (top) shows all documents related to that accout.