v0.8.15 Beta
U
UserLog in
Start here before using quotes, jobs, stock, purchasing, or production. Setting these areas first keeps documents, customer emails, pricing, stock, and job workflow clean from day one.
Set your business name, trading details, address, phone, email, website, ABN/tax details, and document contact information.
Quotes, invoices, purchase orders, customer emails, and PDFs all use this information.
Upload your business logo, logo mark, and any brand assets you want to use on customer-facing documents and the tenant header.
Keep one clean horizontal logo for documents and one compact logo mark for smaller app areas.
Set bank/payment details, tax settings, invoice notes, payment terms, and the payment-before-job rule.
Jobs should only be created or started after payment. This keeps the quote → invoice → payment → job workflow stable.
Create staff users and check permissions before inviting anyone to the app.
Set your sending details and review templates for quotes, invoices, artwork approval, job updates, review requests, and customer messages.
Add your commonly sold products, service charges, decoration services, customer pricing groups, and supplier details.
Add a few real products and services first, then expand the catalogue once your first test workflow is working.
Review portal settings used for customer-facing links, artwork approvals, and future customer access.
Artwork files can be attached to jobs and sent to customers for approval before production.
After settings are done, run one complete internal test before using real customer work.