Frequently Asked Questions

A list of our most common questions

Benjamin Dyer avatar Emma-Jane Thorne avatar Liam Weller avatar +2
127 articles in this collection
Written by Benjamin Dyer, Emma-Jane Thorne, Liam Weller and 2 others

Creating a Purchase Order from a Quote

Do you want to convert a quote to a purchase order?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Creating a Purchase Order

Creating a purchase order?
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Written by Liam Weller
Updated over a week ago

Help or support - Part 25

Need some help or support?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Xero: Initial Setup

How to connect your Powered Now account to Xero
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

Introduction to Finances - Part 24

What can be reported on financially in Powered Now?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Creating a Form or Certificate - Part 23

Need help creating your forms and certificates?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Introduction to Forms & Certificates - Part 22

How to use Powered Now forms?
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Written by Liam Weller
Updated over a week ago

Introduction to Team chat and Location tracking - Part 21

How to use team chat and tracking?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Creating an appointment for your team - Part 20

Want to create an appointment for your staff?
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Written by Liam Weller
Updated over a week ago

Setting up your team - Part 19

Want to get your staff using Powered Now?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Logging time - Part 18

Need to record time spent on the job/project?
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Written by Liam Weller
Updated over a week ago

Creating an Appointment - Part 17

Need to create an appointment in the diary?
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Written by Liam Weller
Updated over a week ago

Introduction to the Diary - Part 16

Need to know how to use the diary in Powered Now?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Introduction to Projects - Part 15

Want to know what a project is and how to use it?
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Written by Liam Weller
Updated over a week ago

Creating Supplier invoices and Expenses? - Part 14

How to create a supplier invoice and business expenses?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to create a Supplier? - Part 13

Adding your first supplier to Powered Now?
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Written by Liam Weller
Updated over a week ago

Introduction to costs - Part 12

Recording expenses and supplier invoices
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Written by Liam Weller
Updated over a week ago

How to deal with payments? - Part 11

Need to mark invoices as paid?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to convert a Quote to an Invoice? - Part 10

Need to convert a quote to an invoice.
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Sending a document via Email and Text - Part 9

Want to know how to send documents via SMS
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to change your Tax rates? - Part 8

Need to change or set up your tax rates?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Creating a quote? - Part 7

Need help creating your first quote?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How do I add a site to a contact - Part 6

Deal with landlords or multiple addresses for one person?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to add a customer? - Part 5

Need to add your first customer?
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Written by Liam Weller
Updated over a week ago

Showing and Hiding Document Items - Part 4

Want to hide/show some document items?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Setting up Your Document and Logos - Part 3

Need help setting up your templates?
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Written by Liam Weller
Updated over a week ago

Welcome To The Dashboard - Part 2

Want to know your way around?
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Written by Liam Weller
Updated over a week ago

How To Amend Headers and Footers?

Need to amend header or footer?
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Written by Liam Weller
Updated over a week ago

What Certificates Do You Have?

What certificates do Powered Now Offer?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Does Powered Now Do Payment Reminders?

Does it chase payment?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Can I add my staff to a job later?

Need to get more people on the job?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Does Powered Now do Payroll?

Does Powered Now do Payroll?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Can I add users to the business plan?

Want to add users?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Do you want to use the certificates in Powered Now?

Want to use our forms?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How many users are included on the professional plan

How many users do i get?
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Written by Liam Weller
Updated over a week ago

How do i cancel my free trial?

Don't want to be charged?
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Written by Liam Weller
Updated over a week ago

How do I Pay For Powered Now?

Need to update your card details?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How do i set up my Invoice/Quotes numbers?

Need to change a document number?
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Written by Liam Weller
Updated over a week ago

Forgotten Password

I have forgotten my password / login
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Written by Emma-Jane Thorne
Updated over a week ago

How do I cancel my subscription?

Want To Cancel?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Where can I add my Company Registration Number?

Need to add your company number?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to apply Markup?

Want to add a mark up to your pricing, hide it from your customer?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Can I hide financials from staff?

Want to hide info from your engineers?
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Can I import Data into Powered Now?

Importing data
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Troubleshooting location tracking

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Document numbers - Changing quote or invoice numbers

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Web Version - Beta Testing

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Windows 10 compatibility

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Team Location - Using the date filter

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Setting up your Pricing Layout

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Setting up Location Tracking

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- What is CIS?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- Setting your Currency & Payment Options

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

What is the Finances button?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Changing your Company Details

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- How do I find previous documents that I have created on desktop version?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How to convert a Quote to an Invoice?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How do I create a Job Sheet?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I create an appointment for my Team?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How do I change the description of Quote to Estimate?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How to create a customer statement

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How do I add my bank details to invoices?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How do I set up CIS?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- Why do I need to use Projects?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

Why does my document state TBA?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

- How do I export my financial data?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

- Who is Powered Now?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I mark an invoice as paid?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Introduction to Location Tracking

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- Is Powered Now backed up?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

Does Powered Now link to your bank account?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- Does Powered Now work offline?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How to capture a signature?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- Does Powered Now drain my Battery on my device?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I set up Pay Pal?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

What are the Terms and Conditions?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Adding a site to a Certificate

How to add a site to a Form/Certificate
Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

- How much does Powered Now cost?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I find previous documents that I have created within the app version?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I log into the web version of Powered Now?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

Supplier Invoice/Expense Settings

Supplier Invoice Settings/ automatically mark expenses and supplier invoices as paid
Luke Spary avatar
Written by Luke Spary
Updated over a week ago

How To Copy a Document

Copying Documents
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Quick Expenses and Supplier Invoices Function

Luke Spary avatar
Written by Luke Spary
Updated over a week ago

Creating an unplanned appointment

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

How do I set up and apply a project status?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Key points to consider when setting up MTD in Powered Now

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to set up priced item categories?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to backdate documents?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to Enable Auto Archiving

How to enable Auto Archiving to keep your Projects nice and Organised
Luke Spary avatar
Written by Luke Spary
Updated over a week ago

How to import your Product Catalogue?

This article will explain how to import a product catalogue.
Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Certificate Setup

How to add your Company logo, Engineer registrations numbers (GasSafe, NICEIC, etc) and Engineer e-signatures to your Certificates
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

How to send your customer a letter through Powered Now

A guide on creating formal letters in Powered Now
Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Raising a Certificate

How to raise a Certificate within Powered Now
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

The New Powered Now Diary

A quick run through the new Diary's features
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

How to add/delete users

Removing users from your account
Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

How to sync your Powered Now diary to your Outlook calendar

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Deposits and Stage Payments

How to deal with deposits and stage payments
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

How to add a Site to a Contact

Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

Adding a new Main Contact

Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

How do I add a Supplier Invoice?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

Automatically Send Invoices to your Xero Inbox

This article will explain how to automatically send every invoice from your Powered Now account to your Xero inbox.
Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

How do I add an Expense?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I export my contacts?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How do I add a credit note?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How to create a document with no pricing?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How do I edit a document?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Using Powered Now and MTD for VAT!

User instructions for VAT registered UK businesses inputting data into Powered Now to run VAT reporting
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

How do I issue a credit note to a Supplier Invoice?

Emma-Jane Thorne avatar
Written by Emma-Jane Thorne
Updated over a week ago

How to Delete/Edit payments

Removing/Editing payments that are applied to invoices
Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Accounts Export: Status Column

Explanation of Statuses within an Accounts Export
Barney Brewer avatar
Written by Barney Brewer
Updated over a week ago

How to upload a file

how to upload a pdf to your project
Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How do I delete an invoice or quote?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Managing your iTunes or Google Play subscription

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- What happens if I lose or break my device?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

Adding Multiple Priced Items to a Quote or Invoice in Projects

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Can I save priced items to re-use?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

How does a Customer 'Accept' or Reject' a Quote ?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

- How to allow popups

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How do I know if I've sent an invoice or quote to my customer?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Professional / Team Overview & Features

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How to free up space on your iPhone / iPad

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

How secure is your data?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

How do I receive Powered Now push notifications?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

Understanding the different document statuses

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Written by Liam Weller
Updated over a week ago

How to create documents with detailed text

Liam Weller avatar
Written by Liam Weller
Updated over a week ago

- What is a disbursement and how does Powered Now help?

Benjamin Dyer avatar
Written by Benjamin Dyer
Updated over a week ago

How to print documents from Powered Now?

Liam Weller avatar
Written by Liam Weller
Updated over a week ago