Training Centre
For Big and Small Teams
92 articles
- CRM & Tasks Overview (YouTube Video)
- How to Create and Manage Leads
- Linking a Lead to a Xero Contact
- Connect a Lead Contact to QuickBooks
- Creating automated email marketing campaigns
- Create Documents with Online Payment Enabled
- Online Document signing - Manual Client Signing
- Edit email content sent to the recipient when sending a document
- How to send Documents
- Enable online payments by adding a Xero contact
- How to add Attachments to Documents
- How to Create Folders for File Storage
- Uploading files to a Lead or Job
- Creating Cost Options in Client Proposals
- An Overview of Estimates
- How to Prepare an Estimate
- How to Print or Export your Estimate to a PDF or CSV file
- How to Upload Plans for Takeoffs
- Requests for Quotes (RFQs)
- Bulk Update Pricing in your Catalogues
- Create Clearer Proposals for your Clients with Specifications
- Allowance Markup Distribution
- How To Copy Your Estimate To A Lead
- How To Create a Flexible Estimate
- Create a Job (from a Lead/Estimate)
- How to Create Different Job Types
- How to Create New Tasks
- How to Create a Purchase Order
- How to add a Supplier/Contractor
- Manage Multiple Contacts for Each Supplier or Contractor
- Enable Portal Access for Contractors or Suppliers
- How to Restrict Folder Access for Contacts
- Add a Checklist to a Task
- Set up SMS or Email Reminders for Tasks
- Streamline Your Workflow with Task Categories
- How to see the remaining cost on a job
- Assigning Tasks to Roles
- Notify assigned users of schedule changes
- Responding to Subcontractor Schedule Proposals
- How to Create Schedule Filters in your Planner View
- How To Create A Variation
- Create A Variation From An Allowance Item