Getting Started

  1. Company setup
  2. Customer Setup
    1. Create Customer manually
    2. Import Customer from Contacts
  3. Preferences

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General Navigation

  1. Create new entries
  2. Update/Modify entries
  3. Delete entries
  4. Tables: sort, move, re-size
  5. Notes: font, color, images, links
  6. Tags
  7. Search
  8. Export Data
  9. Help

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Items, Jobs and Timesheets

  1. Items
  2. Product Groups
  3. Jobs/Projects
  4. Timesheets

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Invoices and Quotes

  1. Invoice:
    1. Create Invoice
    2. View PDF Invoice
    3. View Packing List
  2. Quote:
    1. Create Quote
    2. View PDF Quote

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Payments and Dashboard

  1. Payments
  2. Customer Statements
  3. Dashboard

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