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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 new Diary/Scheduled View - 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