Getting Started
All the basics, in step-by-step videos to get you onboarded successfully
IntroductionAccessing the help guide and getting in touch with the support team
Step 1: Leads / ClientsHow to create a new lead and access your leads database
Step 2: ItemsHow to create and add items
Step 3: QuotesHow to create, send, view and edit your quote.
Step 4: Accept your quoteManually accept your created quote
Step 5: Schedule a Job CardScheduling a job card
Step 6: Assigning Colours to Job CardsHow to assign a colour to a job card
Step 7: View and Complete Job CardsView your scheduled jobs and complete job cards that are ready to be invoiced
Step 8: How to use Techie ViewMore information on Techie View
Step 9: How to create an InvoiceInvoice creation, Invoicng options and how to preview and send your invoice
Step 10: Calendar and FeaturesHow to use the calendar view and the features that go with it
How to create a Red Dot Audit ReportDocuflow is an add on module. Contact [email protected] if you cannot see any documents or generate the report.
How to Create and Manage a TicketThe TicketFlow module can be used internally or externally for managing issues and requests:
Technician View – Android SetupBriskflow Technician View