Training Centre
For Big and Small Teams
92 articles
Bulk update pricing in your catalogues
Create different versions of an estimate
How to create an estimate
How to create a takeoff and set the scale on plans
How to upload plans for takeoffs
How to use specifications for clearer proposals
Export your estimate to PDF or CSV
Create a request for quotes (RFQ)
Adding attachments, specifications and takeoffs to request for quotes (RFQ)
Accepting a returned request for quote (RFQ) and how it feeds back into your estimate
How to create a new lead
How to record and edit notes on a lead
Linking a lead to a Xero contact
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 manage files for a lead
Uploading files to a lead or job
How to create folders for your files
Creating different job types: cost-plus, fixed-price contract, and percentage complete
Creating task templates
Add a supplier/contractor
Add Contractors or Suppliers & Enable the portal access
Add contractor licensing and insurance records
Record multiple contacts related to a single supplier or contractor
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
Link an allowance to a selection set
Costing of selection options
How variations are automatically created from approved selection options
Creating selection sets and selection options
Allowances - how to customise the display of allowances in your proposals
How to create a variation
How to add variations to a client invoice
Send a variation for approval
Print a statement showing all approved variations
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