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What's New — July to September 2026

What's New — June 2026

How clients accept an estimate

Quick Start Guide

Company Settings

Inviting Your Team

Managing Clients

Setting Up the Client Portal

Portal Branding & Customisation

Logging In to the Client Portal

Resetting Your Portal Password

Viewing Your Systems & Logbooks

Multi-Company Portal Access

Portal Contacts: Job Title, Abilities and Locations

Managing Employees

Adding an Employee

Employee Starter & Leaver

Leave Management

Managing Suppliers

CIS Supplier Setup

Leads and the Pipeline

Managing Products

Managing Services

Managing Tools & Equipment

Managing Vehicles

Managing Stock Locations

Checking Stock Levels

Transferring Stock Between Locations

Using Advice Notes

Viewing Stock Movements

Creating and Scheduling Jobs

Assigning Engineers to Jobs

Using the Engineer Diary

Understanding Job Statuses

Setting Up Custom Job Fields

Systems and Devices on a Project

System Configuration

Routine Test Schedules

Recording Tests in the Logbook

Test Reminders and Escalation

Service Jobs and Remedial Jobs

Creating an Invoice

Recurring Invoices

SMS Payment Reminders

Creating Estimates

Creating Credit Notes

Recording Expenses

Recording Bills

Document Approvals

Creating Purchase Orders

Recording Payments

Setting Up Online Payments

Client Subscriptions Overview

Setting Up Recurring Services

Managing Client Subscriptions

Recording Supplier Quotes

Getting Started with Time Tracking

Adding Time to Invoices

Connecting Your Bank

Managing Bank Transactions

Bank Reconciliation

Using Multi-Currency

Understanding Chart of Accounts

Creating Journal Entries

Setting Up Tax Rates

VAT Schemes and the Reverse Charge

Managing Fixed Assets

Tracking Mileage

Creating a Budget

Using Task Boards

Profit & Loss Report

Balance Sheet Report

Aged Debtors Report

Aged Creditors Report

Cash Flow Report

Enabling Payroll

Creating a Pay Run

Editing Pay Run Entries

Approving & Submitting a Pay Run

Downloading Payslips

Submitting an EPS

Understanding Tax Calculations

Setting Up a CIS Subcontractor

Recording CIS Bills

Filing CIS Returns

CIS Payment & Deduction Statements

Electrical Certificates Overview

Creating a Certificate

Signing a Certificate

Generating a Risk Assessment

FreshBooks Integration

HMRC Making Tax Digital

Open Banking Overview

Connecting Stripe

Companies House

Income Tax Self Assessment (ITSA)

Importing from QuickBooks

Using Feature Toggles

What are project switches?

Adding your first switch

Giving clients portal access

Troubleshooting

Wiring two contacts with one switch (DPDT bridge)

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Assets

Assets

Manage products, services, tools and vehicles