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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 Customer
- How to Combine Customers
- How to Create Customer Contacts
- How to Create Multiple Sites for a Customer
- How to create a New Price Level
- How to Create Customer Portal
- How to Import Customers from Accounting Package
- How to Import and Export Customer Data
- 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 addresses
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 Quote
- Add Supplies to a Quote
- Convert a Quote to a Job
- Create a New Quote
- Generate and Send a Quote
- How to add Inclusion and Exclusion to Quotes
- How to add Optional Items on a Quote
- Mark a Quote as Lost
- Quote Acceptance
- 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
- Record an Expense Against a Job
- Search for an Existing Job
- Pricing Method - Stages
Scheduling |
- Configuring the Scheduler
- How Scheduler Email works
- How to Set Up Consecutive Days Job Bookings
- How to Change Scheduler View?
- 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 Groupings
- 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
Administration |
- Ascora Enquiry API
- 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 Enquiry Works
- 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
- Statement Settings
- System Settings
- Using Multiple Companies in Ascora
- Using Translations
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
Equipment |
Quick Sale |
Import |
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