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Welcome to Ascora University!
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Frequently Asked Questions
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Created by
Ascora Support
, last modified on
Feb 20, 2023
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FAQ Categories
About Ascora
Can Ascora handle multi-company?
How long have you guys been around?
Where is Ascora based?
Account Integration
Can I set up a unique account code for jobs and supplies?
Is there an integration with Contact Form 7 through Wordpress?
What is the maximum character count for account income code and description?
App
Are my guys able to take photos on Jobs?
Can I use my phone or do I need a tablet?
Does Ascora use a lot of mobile data?
Does Ascora work on Android and/or iOS (iPhone / iPad)?
Does the app work on a phone or tablet?
If I deleted and reinstalled the app, could I still access history?
Customer
How can we automatically assign a role when adding customer contacts?
Why sites are set up as customers?
Email
When Ascora emails are not received by your customers
Infrastructure
What servers do you use?
Where are the servers you use?
Invoice
Can an invoice include the details of the technician name, date or time attended job?
Can we add parts or supplies (not part of supplies list) directly to an invoice?
Can we add parts or supplies (not part of supplies list) directly to an invoice?
How do we flag our maintenance clients, so that the labour for jobs is NOT charged when invoicing?
How to preview an Invoice?
How to set up recurring invoices in Ascora?
Is there any way Invoices can be moved from a Section to another Section (or to the Parent) within a Job?
Jobs
Can we assign multiple persons to a job?
Can we get an alert for jobs "Ready to be Invoiced"?
Can we make travel time chargeable?
Can we rebook recurring jobs assigned to an ex-employee to a new employee?
How do we assign different labour rates depending on job?
How to go about a recurring job with two visits per year but need a monthly invoice?
How to see more details in the Audit Log whether in jobs, quotes, or invoices?
It is possible to have the Labour from Quotes map across to Jobs if needed?
When quoting how do we add multiple labour roles?
Why is there a jump in job, invoice, or quote numbers?
Log In
How do I login to the app?
I’ve entered my password incorrectly too many times and now I can’t login. Can you unlock my account?
My Account
How to access the Ideas Portal?
How to change email address to receive Ascora invoice?
How to Update Credit Card details?
How would I know about recent system or feature updates in Ascora?
Pricing
Can I get a copy of my monthly invoice?
How does the Pricing work?
How much does it cost to send SMS from Ascora?
I am attempting to import in materials from an excel spreadsheet but it is not importing the entire list.
What is included in the Ultimate Account?
Trial Account
Are there any limitations to the free trial?
Can I book a demo or have my queries answered?
Do you have a free trial available?
Do you have a free trial available?
Others
Can we send automated emails to the lead depending on the industry or type of job they have enquired for?
I can see only a small amount of data on each screen, how can I adjust this?
Why is event feed showing a user has checked in but data not appearing in Timesheet Editing?
Payments & Charges
How credit card surcharges work?
Quotes
Is there a way we can round up $ dollar value in quotes, so quotes don’t issue to clients with odd amounts?
Scheduling
Can I set a default team in Scheduler?
Xero Integration and Errors
Xero Returned: Invoice not of valid status for modification
Assigned User
What is an Assigned User?
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