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Getting Started Guide
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Getting Started Guide
Video Overviews
Frequently Asked Questions
Sales: Invoices, Quotes, Worksheets
Contacts, Customers and Sites
Costs: Purchase Orders, Expenses, Supplier Invoices
Diary and Appointments
Not working? How to fix.
Finances: Payments, Reports, CIS, VAT Returns
Forms and Certificates
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Other Questions
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Forms & Certificates
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Help Center
Getting Started Guide
How to Raise a Support Ticket
Powered Now Features
Getting Started Guide
Video Overviews
Frequently Asked Questions
Sales: Invoices, Quotes, Worksheets
Contacts, Customers and Sites
Costs: Purchase Orders, Expenses, Supplier Invoices
Diary and Appointments
Not working? How to fix.
Finances: Payments, Reports, CIS, VAT Returns
Forms and Certificates
Xero
Other Questions
Book Training
Forms & Certificates
Getting Started Guide
View our getting started lessons and video overviews. Quick feature overviews.
Transferring your Expert Trades account to Powered Now
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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