Help Center

Back to home

Help Center

Frequently Asked Questions

Frequently Asked Questions

Most common questions are answered here.

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

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?

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 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

Add Attachment to a Single Document

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

How to set your Default Payment Terms

Updating Site address on a document

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

New Configurable Image Sizing on documents

How to Amend your invoice number

How to Edit the Subject & Contents of Your Documents

Adding a Site Address to a Quote/Invoice

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

Creating a document for plots

Creating a Job Sheet from a Quote

Deposits and Stage Payments

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

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

Updating Site Address on a Document

See more

Contacts, Customers and Sites

How Do I Export My Contacts?

How to Add a Site to a Contact

How to Add More Than 2 Email Addresses to a Contact

How to Delete a Site Address

Disable Communication for a Customer

See more

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?

Creating a Purchase Order

See more

Diary and Appointments

How Do I Create an Appointment for My Team?

The Powered Now Diary

How to Sync Your Powered Now Diary to Your Outlook Calendar

Creating an Unplanned Appointment

ETA / Arrival Assistant

How to assign and complete a task in the diary

How to Display Reminders in the Diary

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

HR: Holidays, Sickness, Employment Documents

Map App integration

Set up your Appointment Status

What Is the "Agenda" View of the Diary?

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

Appointment Notification Triggers

See more

Finances: Payments, Reports, CIS, VAT Returns

Using Powered Now and MTD for VAT!

Key Points to Consider When Setting up MTD in Powered Now

How Do I Add a Credit Note?

How Do I Set up CIS?

How Do I Export My Financial Data?

Does Powered Now Do Payment Reminders?

How Do I Mark an Invoice as Paid?

Accounts Export: Status Column

How to Delete/Edit Payments

How to Create a Customer Statement

What is CIS?

How to Export Time Logs

How to Report on Appointments

How to Report on Projects

Running a Report on Outstanding Payments

How to Resend a Receipt to a Customer

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

Adding Site Address to Certificate

How to update the Site Address on a Certificate

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

New Notes Section on all Certificates

The New Customisable Questionnaire Form

The New Extended Measurement Form

Powered Now - What Digital Certificates do we have?

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

How to Set up Your Bank Account in Xero

Xero Sync Alert: Too Many Payments

See more

Projects

How Do I Set up and Apply a Project Status?

How to Un-archive a Project

How to Upload a File

Project Bookmarking/Pinning items and Project Filter

Why Do I Need to Use Projects?

Set Your Default Project Titles

See more

Account Settings

Changing Your Company Details

Configure Notifications

Configuring your Default Home screen

Echo Template (Custom Document Template)

How Do I Receive Powered Now Push Notifications?

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

How Do I Set up Paypal?

How to Enable Auto Archiving

How to Set up Priced Item Categories

Setting Your Currency & Payment Options

The Communications & Reminders tab in Settings

Customise your confirmation emails

See more

Customer Portal

Ability to disable customer portal chat

File Vault - Customer Portal

How do customers book via the portal

How do customers create a portal login

V9 - Customer Portal Introduction

Filtering Appointments tab within the Customer Portal

See more

Team Features

Can I Add My Staff to a Job Later?

Can I Hide Financials From Staff?

How to Add/Delete Users

Ideal Workflow for Your Engineers

Introduction to Location Tracking

Professional/Team Overview & Features

Setting up Location Tracking

Team Location - Using the Date Filter

See more

Not working? How to fix. (Troubleshooting)

Clearing Your Database on Web

Powered Now App Not Running?

SumUp Card Reader Setup & Troubleshooting

Why Does My Document State TBA?

Chrome Storage Settings

Troubleshooting Location Tracking

Forgotten Password

How Do I Cancel My Free Trial?

How Do I Cancel My Subscription?

How Do I Pay for Powered Now?

How to Allow Popups

How to Free up Space on Your iPhone/iPad

What Is a Disbursement and How Does Powered Now Help?

Will Powered Now Drain the Battery on My Device?

Windows 10 Compatibility

See more

Other Questions

What Devices and Browsers Does Powered Now Support?

Where Can I Add My Company Registration Number?

How Secure Is Your Data?

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

How Much Does Powered Now Cost?

How to Import Your Product Catalogue

Can I Add Users to the Business Plan?

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

What Happens if I Lose or Break My Device?

What Are the Terms and Conditions?

Web Version - Beta Testing

Does Powered Now Work Offline?

Can I Import Data Into Powered Now?

Who is Powered Now?

Is Powered Now Backed Up?

Does Powered Now Do Payroll?

Adding Items to Your Product Catalogue

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

Account verification functionality

Does Powered Now Link to Your Bank Account?

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

Enhanced Time Logs

See more