Help & Support
Set up your jobs
Adding / updating jobs
- Receive push notifications when a new job has been added
- Adding and viewing notes for your customers
- Adding and editing jobs on your computer
- Adding and editing jobs on your phone or tablet
- Restricting sensitive information to the office
- Taking photos and capturing signatures
- Adding tasks to 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
Exporting your invoices
Video Library
Community forum
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