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Welcome! | This is the go-to space for all support queries, FAQ, and how to guides. Start searching below to find what you're looking for! |
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User Guides in Main Areas |
Customers |
- How to Create a New Customer
- Adding Customer Type and Customer Contact Role
- Adding Lead Sources and accessing Lead Source Analysis
- How to Combine Customers
- How to Create access the Customer ContactsPortal
- How to Create Multiple Sites for 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 CustomerClients with more than one email addresses
- How 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
- How to apply a discount 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 a Variation to a Job Section
- Add Details to a Job
- Adding a Callout Fee to a Job
- How to Add Labour Charges to a Job
- How to add non chargeable labour to a job
- Add Supplies to a Job
- Cancel or Delete a Recurring Job
- How to Close a Job and Unlock a Closed Job
- Create a New Job
- Create a Section Based Job
- Creating a Job from a Template
- Difference between Margin and Markup
- How to add Common Phrases
- How to create a Recurring Job
- How to Create Job Types
- Pricing Method - Stages
- Record an Expense Against a Job
- Request for Information (RFI)
- Search for an Existing Job
- Pricing 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 Automated 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 an Invoice
- 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
Administration
- Competencies
- Convert an Enquiry to a Quote or a Job
- Create a Checklist
- Create a New Enquiry
- Create an On-Demand Job Template
- Create a Task
- Creating Follow Ups for Completed Jobs
- Creating Follow Ups for Outstanding Quotes
- Creating Follow Ups for Overdue Invoices
- Default Settings
- Displaying Ascora Bookings in your External Calendar
- How Custom Fields work in Document Templates
- How Job Email Import Works
- How to Add and Edit Merge Fields
- How to add Custom Field
- How to Create Email Templates
- How to Create SMS Templates
- How to Edit or Add Custom Form Questions
- How to set up Rates & Charges
- How to set up your Gmail account on Ascora and send emails from a different Email Address
- Search for an Existing Enquiry
- System Settings
- Using Multiple Companies in Ascora
- Using Translations
Suppliers & Purchase Orders
- Checking on Supplier Invoice Emails
- 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
Accounting Integration
Inventory |
- Adjusting Stock Levels
- Effect of Price Updates on Kits
- How to create a New Inventory Location
- How to enable Inventory Tracking
- Importing Price Only Changes
- Inventory Guide
- Pack or Box Quantity
- How to complete a Stock Take
Accounting Integration |
- Ascora Accounting API
- Basic Accounts Integration Setup
- Credit Notes
- How to Integrate Ascora with MYOB AccountRight
- Integrating Ascora with MYOB Essentials
- Integrating Ascora with QuickBooks
- Integrating Ascora with Xero
- Using the Accounts Reconciliation Reports
Users
- Creating a New User
- Disabling User
- How to add Mobile User
- How to Create Leave
- User Web Roles
- Working with Licenses
- Working with Allowances
Equipment
Advanced
Inventory
- How to create a New Inventory Location
- How to enable Inventory Tracking
- Importing Price Only Changes
- Inventory Guide
- Pack or Box Quantity
Timesheet
- Difference between Actuals from Timesheets and Start & End of Day Entries
- Timesheet Rules
- How to edit Timesheets
Quick Sale
GPS
Import |
- How Job Email Import Works
- How to Import and Export Customer Data
- How to Import Customers from Accounting Package
- How to Manually Import Customers and Sites
- How to Remove Formulas or Paste Data as Values in Excel
- How to update markup for certain supply categories
- Importing Jobs
- Importing Quotes
- Importing Price Only Changes
- Setting up Automatic Import for Supplier Invoices - Office 365
- Importing Supply Price List
- Importing Timesheets
Custom Forms |
- Ascora Custom Form User Guide
- How Custom Fields work in Custom Forms
- How to access Custom Form
- How to add a Photo on your Custom Form
- How to add a Signature on your Custom Form
- How to add timesheet details, supply details, and labour details in a Custom Form
- How to Edit a Custom Form Question - (Changing Answer Type)
- How to Export and Import Custom Form between two accounts
- How to update a Custom Form
Settings & Configurations |
This area contains a list of user guides and references about Settings and Configurations which are accessible in the Administration menu in Ascora web.
Automation |
- Booking Confirmation (Manual)
- Booking Notification (Auto)
- Creating Follow Ups for Completed Jobs
- Creating Follow Ups for Outstanding Quotes
- Creating Follow Ups for Overdue Invoices
- Follow Ups History
- On Approach Notification - On The Way
- Received Email History - for Automatic Supplier Invoice Import or Job Import
- Setting up Automated Reminders for Scheduled Jobs or Quotes
Android App |
- Checking In and Out on Android
- Equipment Pass/Fail Test from the Android Mobile App
- How to access Custom Form from the Android App
- How to check Location Settings
- How to Add Labour Charges from the Android Mobile App
- How to Clear Data on Android Mobile App
- How to Add Callout Fee from the Android Mobile App
- How to Create Purchase Order on Android Mobile App
- How to Upload Database in Android Mobile App
- Scanning and Adding Barcode from the Android Mobile App
iOS App |
- Checking In and Out on iOS
- How to access Custom Form from the iOS App
- How to Activate Automatic Updates in iOS App?
- How to Add Callout Fee from your iPad
- How to Add Labour Charges from iPad
- How to create Purchase Orders on iPad App
- How to Upload Database from iOS Mobile App
- Scanning and Adding Barcode from the iOS Mobile App
References |
Video Guides |
Update Credit Card details?Will the information I entered during the trial period be lost once I start subscribing? Why is there a jump in job, invoice, or quote numbers? What is the maximum character count for account income code and description? Can I book a demo or have my queries answered? Where are the servers you use? I’ve entered my password incorrectly too many times and now I can’t login. Can you unlock my account? How to go about a recurring job with two visits per year but need a monthly invoice? Can I set up a unique account code for jobs and supplies?
Troubleshooting Articles
- How to Reset Password
- How to Resolve your Logo Issues in your Document Template
- MYOB Connection Issue
- Payments from my Accounting Package are not coming back to Ascora
- Recurring Job From Template Not Created On Correct Date
Quick Links
Test Enquiry:
Need Help? Go to Help Section
Got a question? Go to Frequently Asked Questions
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