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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
Create Receipts in Workstair
Re-Invoicing in Workstair
Create Credit Notes in Workstair
COMPANY SETUP
Upload Letterhead into Workstair
Add an Employee into Workstair
SETTINGS
Configuring User Roles
Module Templates 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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