Help Guides
This page is linked from feature popups and consolidates the original help topics into quick, practical guidance.
After trial registration, log in and complete Company Profile first, then review application settings before adding jobs.
The original help recommends changing your password immediately and confirming country code formatting for addresses.
Enable Xero in Company Profile and system settings, then authorize using the CONNECT flow and retrieve Accounts, Contacts and Inventory.
After sync, reload settings and choose your default Xero invoice item account.
Set repeat intervals in days, months or years on a job. The system tracks due repeats and shows notifications before due date.
A single click from the repeat notification creates a new job using details from the original.
You can start adding jobs straight away and add client details as part of job entry.
Keep a consistent process for mandatory fields so completed jobs are invoice-ready.
The dashboard is intended as your quick-start screen for creating jobs and jumping to key system areas.
The original system also highlights outstanding jobs and standard reports from the main navigation flow.
Inventory sync is managed through the Xero retrieval process and setup settings. Confirm item mapping before live invoicing.
Apply consistent entry rules in settings and job processes so labour records are complete before billing cycles close.
Most invoice quality issues come from missing job details or item mapping. Validate job completion and integration defaults first.
The original help notes standard reports are available by default, with custom reports available on request.
Field teams can use mobile access to review jobs, add updates and complete signature-based sign-off without returning to the office.
From setup and profile settings, configure company details first before applying branding to keep output consistent.
Original help references: Help index, First system setup, Repeat jobs, Job details, Easier navigation.