Admin Menu
- CHECKLISTS: How to Add and Edit a Checklist Type (Advanced)
- JOBS: Quotes Trouble Shooting
- Setup Staff or Contractors for using Clocking
- Right Click for LATEST and ACTIVE Quotes/Jobs Lists
- For Activities - Send Notifications of Bookings to Client Contacts
- The Labour Calculator
- CRM Menu Overview
- Revising a Quote
- Confidential area for PDFs - Per Job
- Creating, Updating and Deleting the Alert and Automated Reports plus Users
- Understanding the Creation and Viewing of Job or Client Notes
- How to change Phase Status
- How to Turn ON or OFF Two Factor Authentication
- How to Archive, Delete or Finish a Client
- *CHECKLISTS: Checklist Calendar Colours
- *ONSITE: How to stop staff from seeing future works in My Dockets
- New Feature - Edit job inside Edit QUOTE
- *CHECKLISTS: How to edit
- How to Load Supplier Payables Invoices to a Job
- How to See What work needs to be Scheduled on the Calendar