Training Centre
For Big and Small Teams
94 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 Distribution Markup
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
Auto-Generate Purchase Orders
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
Add an Attachment to a Purchase Order
Understanding 'Items Remaining' on a Purchase Order
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