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  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your contacts... Read More

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Xero' option. Clicking the 'Xero Login' button will show a login prompt allowing you to enter your XERO... Read More

To submit an invoice to your accounting package, first locate the invoice using the search tool.  This can be accessed by clicking on the 'Invoices' option under the 'Jobs' menu. You can then use the options to find your... Read More

pro-Forms® enables users to group a batch of draft invoices for a customer and merge these into an individual grouped invoice To do this, locate an existing draft invoice and click on the 'Consolidate Job Costs' button.   This will open... Read More

If you require only one invoice per job, pro-Forms allows you to group costs for multiple visits.   When viewing a job, click on the 'Job Costing' tab: If a job has multiple visits, a new button labelled 'Consolidate Visit Costs&... Read More

To create an invoice against a single job visit, start by going to the 'Visit Costs' tab against the visit: Clicking the 'Add Item' button will allow you to start adding item lines to your invoice. There are 5 standard items you... Read More

To manually assign field workers to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit from the list presented: Click the 'Add' button in the 'Field... Read More

To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the list presented: Click on the 'Add Form' button and select then forms... Read More

Note: Jobs are are only available on WORK MANAGER and ENTERPRISE MANAGER plans To create a job : Click the 'Jobs - home' menu option on the left side of the screen From either the basic search or advanced search screen that appears ... Read More

Adding a Customer Customers can either be added individually or in bulk from the 'Customers' main menu screen and clicking he green +Add button.   Adding Customers individually from the +Add button select 'Add Customer' Simply... Read More