How do I search for and view my jobs? How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or job?How do I communicate with my stakeholders?How can I lodge a dispute, notify my seniors, and track it?Where can I see a timeline and audit history of the Project and job? What is a workflow and how does it impact my role? How do I view and manage my tasks? How do I create and action a task?How can I re-assign tasks from one employee to another?How do I see availability of resources? How do I assign or re-assign resources and appointments? How do I create a report? How do I store moisture readings in a report?How do I store damaged inventory in a report?What is draft and publish in a report?How do I revise reports?How do I send my reports to clients?How do I create a quote? What is Catalog? What are items, combo's and bundles? How can I add/check the margin on a quote?What is draft and publish in a quote?How do I revise quotes?How do I create a variation?How do I send my quote to clients? How to create a Catalog line item? How to create a Catalog bundle?How to create a Catalog combo?What is Asset Manager? How do I check in and check out assets?How do I create SKU and assets?How do I invoice for use of an asset?How do I create a PO for Specialist Report? How do I create a PO for make safe? How do I create a job schedule and send purchase orders to trades? How do I amend and update purchase orders to trades? How can I check the margin or cost savings on a purchase order? How do I reconcile a purchase order? How do I create and send an invoice?How can I raise a credit note? What do I need to do for accounts payable (paying trade invoices)?How can I ensure that invoices are approved before they reach my accounting system?How do I view and interact with the Analytics suite? How do I make changes to reporting available in the Analytics suite?How do I view details or our clients/accounts? How do I administer clients/accounts (create, edit and disable etc)?How do I view details of our trades?How do I administer trades (create, edits and disable etc)?How do I view what Postcodes are allocated to what Zones?How do I administer Zones (create, edit and disable etc)?How do I view what Tenants and Teams are available in the system? How do I administer Tenants and Teams (create, edit and disable etc)?How do I request support?
