Work with Customers

Work with Customers

Creating a new Lead
Creating a new Customer
Converting a Lead to a Customer
Create and Manage Customer Groups
Lead Filtering
Lead Pipelines
Switching between Preview and Detail view

Work with Proposals

Converting Proposals
Sending Proposals to Customers by Email
Creating Proposal Expiration Notifications
Creating Proposal Templates
Searching for Proposals and Filtering
Proposal Pipelines and Tracking Progress
List and Split Screen Proposal Previews
Creating a new Proposal

Work with Estimates

List and Split Screen Estimate Previews
Creating a new Estimate
Estimate Pipelines and Tracking Progress
Searching for Estimates and Filtering
Converting Proposals
Sending Estimates to Clients

Work with Invoices and Payments

Recording Batch Payments
Viewing Payments Received by Customers
Recording an Invoice Payment
Understanding Invoice Previews
Creating an Item while creating an Invoice
Creating an Invoice

Work with Sales Orders

Searching for POs and Filtering
PO Pipelines and Tracking Progress
List and Split Screen PO Previews
Creating a Sales Order

Work with Delivery Notes

Creating a Delivery Note

Work with Opportunities

Setting up Opportunities

Work with Vendors

Creating a new Vendor

Work with Purchase Requests

Creating a Purchase Request

Work with Timekeeping

Register a Business Trip
Register Overtime
Register Leave and Absence
Timekeeping Administration
Automated Access Control & Timekeeping
Manual Timekeeping for Staff Members

Work with Items and Products

Create a Product / Item
Item/Product Preview in Split view
Working with Product Units

Working with GraphQL

Technical Approach to GraphQL

Work with FSM

FSM Work Orders
FSM Appointments

Working with Custom Reports

Step 6 – Report Settings
Step 5 - Conditional Cell Formatting
Step 4 - Columns
Step 3 - Subtotals
Step 2 – Grouping and Sorting
Step 1 – Selecting Data Sources and Filters
First Steps defining Custom Reports

Working with Sticky Notes

Creating a Sticky Note