Video Guides

Getting Started

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

Getting Started ยท 1:00

Introduction

Before you start booking jobs, get your business details in place. This walkthrough covers logo, company info and bank details so everything you send looks ready.

What you will learn

  • Add your company logo
  • Enter your company details
  • Save bank information for invoices and payments
0:34

Dashboard Walkthrough

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