Help & support
Set up your jobs
Adding / updating jobs
- Adding and editing jobs on your computer
- Adding and editing jobs on your phone or tablet
- Adding all day jobs
- Adding recurring jobs
- Receive push notifications when a new job has been added
- Adding and viewing notes for your customers
- Restricting sensitive information to the office
- Taking photos and capturing signatures
- Adding documents and attachments
- Adding tasks to projects
- Re-assigning tasks on projects
View your jobs
- View all completed jobs
- View jobs done by employee
- Retrieve a particular job using the search bar
- Using the job filter to help you work smarter
- Job dashboard - showing the status of your jobs
- View your job history for a customer or site
- View your jobs by day, week or month
- View jobs done for customers
- Instantly view your completed job sheets with one click
- Filter jobs by job type or engineer in the calendar view
Raising your invoices
- How to raise an invoice from a job
- Raising draft invoices
- Raise ad hoc invoices
- Input miscellaneous purchase invoices
- Add attachments to invoices
- Raise a credit note
- Using Xero inventory
Exporting your invoices
Amending your invoices
Other
Invoices reports
- Invoices received
- Invoices raised
- Invoices by customer
- Outstanding invoices
- Invoices for subcontractor jobs
- Archived invoices
- Exported invoices
- Deleted invoices
- Ad hoc invoices (search for invoices)
Linking to spreadsheets
Search support
Forum
Can't find what you're looking for? Check out our forum for more help, support and advice or to leave comments and feedback.
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