Video Guides

Dashboard Walkthrough

Check the action centre, add a quick note, edit a job and assign it to an engineer from the dashboard.

Getting Started ยท 0:34

Introduction

The dashboard shows what needs doing today. This walkthrough covers the action centre, adding a quick note, editing a job and assigning it to an engineer.

What you will learn

  • Check the action centre for what needs doing today
  • Add a quick note on a job
  • Edit the job details
  • Assign the job to an engineer
1:00

Getting Started

Add your logo, company details and bank information so your quotes and invoices are ready to send.
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0:32

Creating Your First Customer

Add a customer record with contact details so every quote and job stays linked to the right person.
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1:00

Creating Your First Quote

Build a clear quote with labour, materials and totals, then send it to your customer.
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