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Welcome! This is the go-to space for all support queries and how to guides. Start searching below to find what you're looking for!
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Customers |
- Adding Customer Type and Customer Contact Role
- Adding Lead Sources and accessing Lead Source Analysis
- How to Create a New CustomerHow to Combine Customers
- How to Create Customer ContactsHow to Create Multiple Sites for a a New Customer
- How to create a New Price Level
- How to Create Customer PortalContacts
- How to Import Customers from Accounting PackageCreate Customer Portal
- How to Import and Export Customer DataCreate Multiple Sites for a Customer
- How to Link a Third-Party Billing Customer to a Site Customer
- How to Search for an Existing Customer
- Clients with more than one email addressesHow to Import Customers from Accounting Package
- How to Import and Export Customer Data
Quotations |
- Add a Callout Fee to a Quote
- Add a Checklist to a Quote
- Add Attachments to a Quote
- Add Details to a Quote
- How to Add Labour Charges to a QuoteAdd Supplies to a Quote
- Convert a Quote to a Job
- Create a New Quote
- Creating a Quote from a Template
- Generate and Send a Quote
- How to add Inclusion and Exclusion to Quotes
- How to Add Labour Charges to a Quote
- How to add Optional Items on a Quote
- Mark a Quote as Lost
- Quote Acceptance
- Quote Pipeline
- Search for an Existing Quote
- Quote Pipeline
Jobs |
- Add a Checklist to a Job
- Add Attachments to a Job
- Add a Variation to a Job
- Add Details to a Job
- Adding a Callout Fee to a Job
- How to Add Labour Charges to a Job
- Add Supplies to a Job
- Cancel or Delete a Recurring Job
- Close a Job
- Create a New Job
- Create a Section Based Job
- Creating a Job from a Template
- How to add Phrases
- How to create a Recurring Job
- Pricing Method - Stages
- Record an Expense Against a Job
- Search for an Existing JobPricing Method - Stages
Scheduling |
- Configuring the Scheduler
- How Scheduler Email works
- How to allow Additional Bookings
- How to Change Scheduler View?
- How to Set Up Consecutive Days Job Bookings
- How to Change use Scheduler View?Groupings
- Navigating the Scheduler
- Schedule a Job from the Job Details
- Schedule a Job from the Scheduler
- Schedule a Quote from the Quote Details
- Schedule a Quote from the Scheduler
- Scheduling via the Job Map
- Scheduling via the Roster
- Sending Confirmations or Alerts for Scheduled Jobs
- How to allow Additional Bookings
- How to use Scheduler GroupingsSetting up Reminders for Scheduled Jobs or Quotes
- Using Teams for Scheduling
- Using the Job Whiteboard
- Using Teams for Scheduling
Invoicing |
- Allowing Customers to Pay Online
- Applying a Payment to Multiple Invoices
- Closing Jobs and Generating Invoices
- Download or Email Multiple Invoices at One Time
- Generate and Send an Invoice
- Generate a Progress Claim for a Fixed Price or Time & Materials Job
- Generate a Progress Claim for a Sections Based Job
- How to take Credit Card Payments in Ascora
- How to apply a discount on invoice?
- How to do Bulk Job Invoicing
- Invoicing Combined
- Managing Retentions
- Search for an Existing Invoice
Suppliers & Purchase Orders |
- Received Email History - for Automatic Supplier Invoice Import or Job Import
- Create a Blank Purchase Order
- Entering Supplier Invoices Manually
- How to Combine Purchase Orders
- How to Create a Purchase Order for Supplies added on a Job
- How to Enable Purchase Order Approval
- How to Reassign a Purchase Order
- How to separate Suppliers from Contractors
- Importing Supplier Invoices
- Search for an Existing Purchase Order
- Using the Purchase Order Wizard
Enquiries |
Dashboard & Map |
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Administration |
Admin
Training Matrix
Templates
Templates |
- Document Template User Guide
- How Custom Fields work in Document Templates
- How to Add and Edit Merge Fields
- How to Create Email Templates
- How to Create SMS Templates
- How to Add and Edit Merge Fields
Automation
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