Training Centre
For Big and Small Teams
96 articles
How to create an estimate
Create different versions of an estimate
How to upload plans for takeoffs
How to create a takeoff and set the scale on plans
Bulk update pricing in your catalogues
How to use specifications for clearer proposals
Adding attachments, specifications and takeoffs to request for quotes (RFQ)
Create a request for quotes (RFQ)
Accepting a returned request for quote (RFQ) and how it feeds back into your estimate
Export your estimate to PDF or CSV
Estimating - How to use the take-off tool
How to create a new lead
Linking a lead to a Xero contact
How to record and edit notes on a lead
Creating automated email marketing campaigns
Forecasting contract signing dates, construction start dates, and build durations and how they affect the cashflow forecast
Create a document with online payment enabled
Online document signing - customer has signed manually
Edit email content sent to the recipient when a document is sent
Sending documents to suppliers, contractors, and clients
Enabling online payment relating to a document - adding a Xero contact
Add attachments to documents
How to create folders for your files
How to manage files for a lead
Uploading files to a lead or job
Creating different job types: cost-plus, fixed-price contract, and percentage complete
Creating Cost Options in Client Proposals
Add a supplier/contractor
Record multiple contacts related to a single supplier or contractor
Add Contractors or Suppliers & Enable the portal access
Add contractor licensing and insurance records
How to restrict access to specific folders for contractors, suppliers, or clients
Creating new tasks
Add a checklist to a task
Set up SMS or email reminders for tasks
Using task categories to manage your workflow
How to create a purchase order from the job budget
Edit your default purchase order terms and conditions
Add an attachment to a purchase order
Explaining 'items remaining' on a purchase order
Send a JSA to staff/contractor/supplier for editing or signing
Create incident reports for a safety issue
How to see the remaining cost on a job
View bills related to specific costing items in the budget
Manage client contact details
Enable portal access for your Client
Creating selection sets and selection options
Costing of selection options
Link an allowance to a selection set
How to create a variation
How variations are automatically created from approved selection options
Allowances - how to customise the display of allowances in your proposals
How to add variations to a client invoice
Print a statement showing all approved variations
Send a variation for approval
Link a variation to an allowance
Link a variation to a selection set
An Overview of process automations
Create an automation associated with a lead
Examples of how automations can be used
Create an automation associated with an estimate
Create an automation associated with client status
Create an automation associated with a particular document
Create an automation when a payment is made or created