Do you have a finance role and use Crunchwork? Start here with your role-based training!Click a button below to be taken to the relevant articleHow do I add a client/account and or loss adjusting company to a Project?How can I mark a project with a CAT code?How can I mark a project with a Vulnerable Customer?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? How do I view and manage my tasks?How do I create a task?How can I re-assign tasks from one employee to another?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 invoice for the use of an asset?How can I create an asset?How do I create a PO for a specialist report?How do I create a PO for a 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 do I process trade invoices against the purchase order? How do I reconcile trade purchase orders?How can I check the margin or cost savings on 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 create and send an invoice?How do I make changes to the Analytics Dashboards?How do I view details of our clients/accounts?How do I administer clients/accounts (create, edit and disable)?How do I view details of our trades? How do I administer trades (create, edit and disable)?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 are available in the system?How do I administer Tenants and Teams? (Create, edit and disable etc)How do I request support?