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Getting Started
Dashboard
Comparison Charts
Sales Statistics
Marketing Statistics
Revenue VS Target
How to Change Target KPIs
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Estimates & Sales
Creating an Estimate or Quote
Emailing an estimate
Convert Estimates into Invoices
Synchronize invoices with Xero
Edit a Sales Invoice from a Job Card
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Flat Rate Pricing
How to Add Materials
How to Add Utilities
How to Create a Labour Task
How to Create a New Service
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Job Management & Scheduling
Adding Visits via the Scheduler Board
Edit job details
Adding a Time Block
Adding Tasks
Booking a New Job
View All 10
Logs
Overview of Timeline and Logs
Viewing Activity Logs
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Overview
Jobs vs Visits
Field Staff View
Dashboard Overview
Scheduler and Dispatcher Overview
Overview of Office Staff View
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Payment & Credits
Issuing a Refund
How to View Payments
Creating a Payment Using Stripe
Creating a Payment with the Technician View
Creating a New Payment in Job Card Page
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Reporting
How to Create a Sales Report
How to Create a Payment Report
How to Create a Credit Report
How to Create a Client Report
How to Create Job Report
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Signup & Setup
Signing up
Add Extra Licenses
Manage subscription and billing information
Upgrade from the trial version
Industry Selection
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Users & Permissions
Add a New Technician User
Changing User permissions
Add a New Admin User
Add a New Member User
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Xero Integration
Syncing invoices from Skeduler to Xero
Syncing payments from Skeduler to Xero
How do I disconnect from Xero?
How do payment processing fees appear in Xero?
How do I reconcile sales data synced to Xero?
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