Basic navigation, company settings, import data, syncing your accounting system.
Data views, core settings and navigation around the system.
Billing, plans, user and team setup and security.
Track your sales pipeline using opportunities.
Use online quoting to sell online, and process sales orders, invoices and payments.
Setting up, troubleshooting and making use of integrations.
Sync emails, opportunities, contacts and more with our Outlook Add-In.
Connect with your accounting system and configure sync preferences.
Setting up products, bill of materials, work orders.
Set-up products, define special pricing and manage inventory.
Manage marketing/customer lists and campaigns.
Carry out servicing, manage your assets and create jobs.
