Table of contents
All questions & guides
Overview
How do I create quotes?
How do I send quotes?
How do I send automatic/ manual invoices?
How do I apply a discount?
How do I set up automated payments with Stripe?
How do I set up automatic payments with GoCardless?
How do I set up bank reconciliation?
How do I use bank reconciliation?
How do I record payments?
How do I record expenses?
How do I generate customer statements?
Overview
How do I set up my general settings?
How do I configure my directory and portal settings?
How do I configure my attachment settings?
How do I configure my VAT settings?
How do I configure my quote settings?
How do I configure my worker/planner restriction settings?
How do I ensure replanning always updates my schedule?
How do I configure skip reasons and charges?
How do I set my email settings?
How do I set my SMS settings?
How do I set up two-way email?
How do I create message templates and tokens?
How do I set up and use canned responses?
How do I change a customers default notification method?
What are some extra invoicing and payments settings I can enable?
What are some extra notifications and messaging settings I can enable?
What are the extra user permissions I can enable?
What extra jobs and scheduling settings can I enable?
How do I add or update customer deactivate/delete reasons?
What are the recommended archiving settings?
Overview
How do I add a customer?
How do I add a new user and set their permissions?
How do I add and assign skills to users?
How do I assign work to users and teams?
How do I group jobs into rounds?
How do I view and plan jobs on a map?
How do I use the forward capacity planner?
How do I replan jobs?
How do I use optimised route navigation?
How do I attach job files and pictures?
How do I use automatic email attachments?
How do I set up job time recording?
How do I create custom job checklists an fields?
How do I enable custom job checklists and fields on individual customers, jobs and users?
How do I enable custom checklists and fields globally?
How do I create and apply a bulk price change?
Overview
How do I set up my profile?
How do I manage my subscription?
How do I download/ view my subscription invoices?
How do I change my password?
How do I enable two-factor authentication?
How do I add and interact with payment accounts?
How do I perform a data backup?
How do I change my app appearance?
How do I set a custom theme (app appearance)?
Video walkthroughs
Overview
Module 15.1 Recording payments
Module 15.2 Automatic payments
Module 15.3 Inviting customers to sign up to auto-payments
Module 15.4 Automatic payments on the customer finance tab
Module 15.5 Bank Reconciliation UPDATED
Module 15.6 Detaching a record in bank reconciliation
Module 15.7 Credit notes, write offs and tips
Module 13.1 Creating quotes
By the end of this module, you'll be able to create new customer quotes ready for sending for approval.
MODULE 13 - QUOTING
13.1: Creating Quotes On Advanced quotes there is a full quoting and customer acceptance flow, quotes on core are just the creation of the quotes, then the rest is done manually.
When creating a quote on advanced, you first select the date of the quote and when the offer expires.
Once you get to adding quote items, this opens the form that looks just like adding a job, with some additional fields. For example, you can choose whether to have a start date or to set this once the quote has been accepted.
Follow the step-by-step here:
