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VIDEOS

Explore our comprehensive video tutorial lessons for quick and easy guidance on using Workstair.

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QUOTATION

Creating a One-Off Quotation
Multiple Categories in Quote
Creating a Recurring Quotation
More actions in Quotes
Custom Frequency in Quotes
Setting Up Invoice Amounts in Quotes/Contracts

CONTRACTS

Creating Contracts in Workstair
Invoice Reminders in Quotes/Contracts
Source Document Follow-Up Reminders

JOBS

Create One-Off Job with Workstair
Adding Source Document in Jobs
Create Recurring Job with Workstair
Creating Invoice Reminders in Jobs
Custom Frequency in Jobs
Difference Between Jobs, Schedules & Schedule Plans

SCHEDULES & SCHEDULE PLANS

Quick Buttons in Schedules
Quick Buttons in Schedule Plans
Update Future Schedule Plans

PAYMENTS

Create Invoices in Workstair
Setup Auto Invoice Descriptions
SOA for Customer Groups
Create Receipts in Workstair
Re-Invoicing in Workstair
Create Credit Notes in Workstair
Generate SOA in Workstair

COMPANY SETUP

Upload Letterhead into Workstair
Add an Employee into Workstair

SETTINGS

Configuring User Roles
Module Templates in Workstair
Add Custom Tables in Workstair
Create Dashboard Profiles
Create Tags in Workstair
Setup Reference Pattern
Setup Saved Searches in Workstair

MOBILE APPLICATION

JobHead Mobile App – Overview
Setting Up JobHead Mobile App

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