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Getting Started Guide

Getting Started Guide

View our getting started lessons and video overviews. Quick feature overviews.

Lesson One - Finding Your Way Around

Lesson Two - Document Template and Logo Settings

Lesson Three - Setting up Tax

Lesson Four - Setting up & Adding Your Team

Lesson Five - Creating Your First Document

Lesson Six - Creating an Invoice From a Quote

Lesson Seven - Introduction to Projects

Lesson Eight - Creating a Project and Adding Some Content

Lesson Nine - Introduction to the Diary and Appointments

Lesson Ten - Team Chat

Lesson Eleven - Adding Costs

Video Overviews

Signing Up & Signing In - Part 1

Welcome to the Dashboard - Part 2

Setting up Your Documents and Logos - Part 3

Showing and Hiding Document Items - Part 4

How to Add a Customer - Part 5

How Do I Add a Site Address to a Contact Record? - Part 6

How to Create a Quote - Part 7

How to Change Your Tax Rates - Part 8

Sending a Document via Email and Text - Part 9

How to Convert a Quote to an Invoice - Part 10

How to Deal With Payments - Part 11

Introduction to Costs - Part 12

How to Create a Supplier - Part 13

Creating Supplier Invoices and Expenses - Part 14

Introduction to Projects - Part 15

Introduction to the Diary - Part 16

Creating an Appointment - Part 17

Logging Time - Part 18

Setting up Your Team - Part 19

Creating an Appointment for Your Team - Part 20

Introduction to Team Chat and Location Tracking - Part 21

Introduction to Forms & Certificates - Part 22

Creating a Form or Certificate - Part 23

Introduction to Reports & Finances - Part 24

Help or Support - Part 25

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