Thanks for feedback. Sure, the first thing is to create an account:
Then you set up the information about your company:
As well as a username and company email:
After which you are given 3 options to whether complete the company profile, add your first customer or go to dashboard directly:
If you go to complete the company profile, you’ll be able to set up more information about your business, here:
As well as other tabs like Account & Billing (here you manage the platform subscription and credit cards), Manage Team (here you are the only user present - the company owner, and you can add your employees), Payment (here you connect the Stripe to be able to receive payments) and Notifications (here you manage your platform notifications).
Then to go straight to the work creation stage of this app, you just navigate to the Work tab:
Here you can create Requests. Requests can be converted into Quotes. Quotes can be converted into Jobs. And Jobs can be converted into Invoices. Or you can separately create each of these types in their respective tabs.
Then, let’s say you created a Quote for one of your customers:
At this point you need to add a charge:
Now, this is what can be created (Item) and used the next time with the same settings being saved (Item name, Description, Price, Quantity and Total).
So when you, as an organisation, set up your company as a cleaning company or any other business category, you create your own Items that you can later on send to your customers that require a job from you, and assign this task to one of your company employees to perform it.
Now you can modify the template as you like, in order to meet your own project preferences. In case you need more clarity on how the template functions you can check our promo video here.
Hope it helps.