New to the system?
Start with what this software does and how to sign in. Ten minutes there saves an hour later.
New to the system?
Start with what this software does and how to sign in. Ten minutes there saves an hour later.
Looking for one task?
Use the search box. Guides are named the way you would ask the question — “book a job”, “set up a client”.
Learning your way around?
Doing the work follows a job from booking to invoice, in order. It is the fastest way to understand how the pieces connect.
Know which screen you want?
The apps mirrors your App Hub, so you can go straight to the one you are already looking at.
The platform is set up differently at every company. Anything that depends on your company’s configuration is flagged in the guide that mentions it, and collected on one page: What varies at your company.
If a menu path in a guide does not match your screen, check Where to find things — menus do get reorganised, and that page is the single place they are recorded.