Video Guides

Managing Customers

Find, update and organise customer records without digging through notebooks.

Business Management ยท 1:20

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This walkthrough will be published here shortly.

Introduction

A tidy customer list means faster quotes, clearer job history and less repeated questioning.

What you will learn

  • Search and open a customer record
  • Update contact and address details
  • View related jobs and quotes
1:15

Managing Suppliers

Keep supplier contacts and purchase context where the rest of the job already lives.
Coming Soon
1:20

Tracking Expenses

Log expenses so you can see the real cost of running the business.
Coming Soon
1:25

Using Reports

Check simple reports so you know what is busy, outstanding and paid.
Coming Soon

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