Accounts
How to Setup each part of Accounts
7 articles
How to Create an AccountStart creating Accounts to create Orders and store contact details and invoices with them.
How to Create a ContactCreate Contacts and Use them as Bookable Resources
How to Create a ProspectCreate a Prospect
How to Create a PlaceCreating site addresses and much more...
How to Use On Stop AccountsWhat are on Stop Accounts and How to Use them
Customer Own InsuranceIf your customers have their own insurance, you can now log that in your system.
Setting Surcharge Groups via AccountsWhen that account is linked to an order, the order's surcharge groups will automatically be populated based on this setting.