Help Center

Back to home

Help Center

Frequently Asked Questions

Frequently Asked Questions

Most common questions are answered here.

Add Attachment to a Single Document

Certificate Reminders

Ideal Workflow for Your Engineers

How to Display Reminders in the Diary

Xero Sync Alert: Too Many Payments

How to update the Site Address on a Certificate

Set up your Appointment Status

Running a Report on Outstanding Payments

How to Send a Message to Your Customer (via Appointment, Project and Within Contact Record)

How to Edit the Subject & Contents of Your Documents

How to Attach a Document to Be Sent With Your Quote/Invoice/Job Sheet

Premium Features (v9)

How to Edit The Message Sent With Documents/Appointments (in Terminology & Email)

The new Communications tab in Settings

How to Update the Site Address on Certificates (Mobile Devices)

What is in the premium tier?

Map App integration

Updating Site Address on a Document

Creating a Job Sheet from a Quote

Creating a document for plots

HR: Holidays, Sickness, Employment Documents

V9 - Customer Portal Introduction

Project Bookmarking/Pinning items and Project Filter

How to Resend a Receipt to a Customer

How to Be Sent a Backup of Each Quote/Invoice (BCC Email)

Adding Site Address to Certificate

How to Report on Appointments

Adding a Site Address to a Quote/Invoice

Adding a Site Address to a Quote/Invoice (Mobile Version)

How to Delete a Site Address

How to Add More Than 2 Email Addresses to a Contact

What Is the "Agenda" View of the Diary?

How to Export Time Logs

How to Set up Your Bank Account in Xero

How to Report on Projects

How to edit your document number at the end of the Financial Year (Mobile Version)

Appointment Notification Triggers

Appointment Types

V9 - Demo Overview

How do customers create a portal login

How do customers book via the portal

New Notes Section on all Certificates

Configuring your Default Home screen

The New Customisable Questionnaire Form

The New Extended Measurement Form

How to Un-archive a Project

How to assign and complete a task in the diary

9.0.6 Summary

Customise your confirmation emails

Why do my reminder display with different colours in the diary?

Max Zs Calculator

Updating Site address on a document

Filtering Appointments tab within the Customer Portal

Auto Chase- Automated Quote & Invoice Reminders

What's new in Version 10

How to set your Default Payment Terms

File Vault - Customer Portal

Sketchpad Feature

Ability to disable customer portal chat

Account verification functionality

Update customer/company details on the document (PDF regen)

Customer Insights - Colour coded Statuses

ETA / Arrival Assistant

Chrome Storage Settings

Sales: Invoices, Quotes, Worksheets

How Do I Delete an Invoice or Quote Using the Mobile App?

How Do I Create a Job Sheet?

How to Convert a Quote to an Invoice

How to Capture a Signature (Mobile Only)

How to Copy a Document

Creating a Purchase Order

How to Print Documents From Powered Now

Adding Multiple Priced Items to a Quote or Invoice in Projects

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

How Do I Edit a Document?

How to Amend Headers and Footers

Understanding the Different Document Statuses

How to Backdate Documents

Can I Save Priced Items to Re-Use?

Why Does My Document State TBA?

How Do I Find Previous Documents Created Within the Mobile App Version?

How Do I Know if I've Sent a Quote/Invoice to My Customer?

How to Create Documents With Images and Detailed Text From a Project

How to Create a Document With No Pricing

How Do I Find Previous Documents Created on the Desktop Version?

How Do I Change the Description of Quote to Estimate?

Changing Your Quote or Invoice Numbers

How Do I Set up My Invoice and Quote Numbers?

How Do I Add My Bank Details to Invoices?

Setting up Your Pricing Layout

How to Apply a Markup

Displaying options on Quotes/Estimates

See more

Contacts, Customers and Sites

How Do I Export My Contacts?

How to Add a Site to a Contact

Costs: Purchase Orders, Expenses, Supplier Invoices

How Do I Create A Supplier Invoice

How Do I Issue a Credit Note to a Supplier Invoice?

Supplier Invoice/Expense Settings

Quick Expenses and Supplier Invoices Function

Creating a Purchase Order From a Quote

How Do I Add an Expense?

See more

Diary and Appointments

How Do I Create an Appointment for My Team?

The Powered Now Diary (V9)

How to Sync Your Powered Now Diary to Your Outlook Calendar

Creating an Unplanned Appointment

Not working? How to fix.

Clearing Your Database on Web

Powered Now App Not Running?

SumUp Card Reader Setup & Troubleshooting

Finances: Payments, Reports, CIS, VAT Returns

Using Powered Now and MTD for VAT!

Key Points to Consider When Setting up MTD in Powered Now

What Is a Disbursement and How Does Powered Now Help?

How Do I Add a Credit Note?

How Do I Set up CIS?

Can I Hide Financials From Staff?

What Is the Reports & Finances Button?

How Do I Export My Financial Data?

Does Powered Now Do Payment Reminders?

How Do I Mark an Invoice as Paid?

Setting Your Currency & Payment Options

Accounts Export: Status Column

How to Delete/Edit Payments

Deposits and Stage Payments

How to Create a Customer Statement

Does Powered Now Link to Your Bank Account?

What is CIS?

Configure Notifications

See more

Forms and Certificates

Using the Job Completion Form

Do You Want to Use the Certificates in Powered Now?

What Certificates Do You Have?

Certificate Setup

Raising a Certificate

Using the New Site Visit Form

Adding a Site to a Certificate

Exporting your Certificate Reminders

See more

Xero

Xero Troubleshooting

Xero Overview/Setup

How Do I Disconnect From Xero?

How Does Reconciliation Work With Xero?

How Does Synchronization Work Between Powered Now and Xero?

What Doesn't the Xero Integration Do?

Xero Integration: Initial Setup and Day-to-Day Running

See more

Other Questions

What Devices and Browsers Does Powered Now Support?

How to edit your document number at the end of the Financial Year

Where Can I Add My Company Registration Number?

Introduction to Location Tracking

How Secure Is Your Data?

Windows 10 Compatibility

How Do I Cancel My Subscription?

Can I Add My Staff to a Job Later?

How Many Users Are Included on the Professional and Premium Plan?

How Much Does Powered Now Cost?

How to Import Your Product Catalogue

Setting up Location Tracking

Can I Add Users to the Business Plan?

How to Upload a File

How Do I Log Into the Web Version of Powered Now?

How to Free up Space on Your iPhone/iPad

How Do I Pay for Powered Now?

How to Allow Popups

Professional/Team Overview & Features

What Happens if I Lose or Break My Device?

What Are the Terms and Conditions?

Web Version - Beta Testing

Adding a New Main Contact

Does Powered Now Work Offline?

Why Do I Need to Use Projects?

How Do I Set up and Apply a Project Status?

How to Enable Auto Archiving

Changing Your Company Details

Can I Import Data Into Powered Now?

How Do I Set up Paypal?

Managing Your iTunes or Google Play Subscription

How to Set up Priced Item Categories

Forgotten Password

Team Location - Using the Date Filter

Who is Powered Now?

How to Add/Delete Users

How Do I Receive Powered Now Push Notifications?

Troubleshooting Location Tracking

Will Powered Now Drain the Battery on My Device?

How Do I Cancel My Free Trial?

Is Powered Now Backed Up?

Does Powered Now Do Payroll?

Adding Items to Your Product Catalogue

See more