Tutorials

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

View on YouTube

Getting Started

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

View on YouTube


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

View on YouTube


Items, Jobs and Timesheets

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

View on YouTube


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

View on YouTube


Payments and Dashboard

  1. Payments
  2. Customer Statements
  3. Dashboard

View on YouTube


Time Tracker

  1. Time Tracker

View on YouTube