Quick start guide

This guide is a quick flow to get going as quick as possible.  Follow the steps to get booking jobs.

Set the system for use - Click here

• Create users - click here
• Set user roles - click here
• Set user permissions - click here
• Set Labour rates - click here
• Set Job Classification - click here
• Set Job Types - click here

Setup Products and Stock as you wish to use them - click here

Customer and Job Management

• Create Customers - click here
• Create Jobs - click here
• Book a survey (if required) - click here
• Quote Job (if required) - click here
• Book and operative to attend a job - click here
• Invoice the customer - click here

Setup the Andriod App for the operative - click here