Getting Started

Add an address

1. In the sidebar, navigate to Addresses
2. Use the "Create new address" button to add a new address
3. Enter the details
4. Create the address

Create a project

1. In the sidebar, navigate to Projects
2. Use the "Create new project" button to add a new project
3. Give your project a name and a customer address (the one you created in the step above)
4. Create the project with your data using the "Create project" button

Create an offer

1. Use the "Create new offer" button to create an offer directly within the project
2. Give the offer a name
3. Save the offer using the "Create offer" button
4. Use "Create item" to add a line item
5. Name the item in the "Description" field, e.g. "3-Door Cabinet"
6. Give the item a price in the "Unit price" field, add a sales text, and create the item using the "Create item" button.

Create an offer confirmation

1. Create an offer confirmation directly from your offer by selecting "to offer confirmation" from the menu in the top right. The button in the top right shows an overview of the project's documents. There you'll also see that the offer has automatically received the status "Accepted" (green).

Create a work order

1. Create a work order directly from your order confirmation to generate a parts list for the project. To do this, click the button in the top right and select "To work order". The order confirmation's status is automatically set to "Accepted" in the process.
2. Add the first item of your parts list by using the "Add item" button and selecting "Item".
3. In the item editor, you can fill in the item with a description (e.g. "Sides"), quantity, and dimensions.
4. Use the "Create item" button to save the item to your parts list.

You can now view all the work order's documents under the "PDF Documents" tab:

• Parts list
• General cutting list
• Work order cover sheet

Invoice the project

1. Go back to the order confirmation using the button in the top right.
2. From the order confirmation you can create an invoice directly using the "to invoice" button.