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Popular Search:
Getting Started
Dashboard
Revenue VS Target
How to Change Target KPIs
Comparison Charts
Sales Statistics
Marketing Statistics
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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
View All 8
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
Booking a New Job
Assigning a Job to a Technician
Searching for a Job
Searching the Jobs Page
Managing Job Cards
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
View All 6
Reporting
How to Create a Client Report
How to Create Job Report
How to Create a Sales Report
How to Create a Payment Report
How to Create a Credit 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 Admin User
Add a New Member User
Add a New Technician User
Changing User permissions
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Xero Integration
How do I reconcile sales data synced to Xero?
When and how does data sync occur?
How to connect Xero
What does this integration do?
Syncing invoices from Skeduler to Xero
View All 8