The section reference — from first launch to fine tuning: how to keep the client base, merge repeats, accept requests from your site, move deals through the pipeline, prepare quotes and invoices, assemble mailings and serve requests on their deadlines. Start with the installation and the first steps, then open the section you need right now.
Add-ons catalogue
All twenty-three add-ons as cards: why you need each one, what it does, what it depends on and how to enable it.
Money: Quotes, Invoices, Payments & Contracts
Quotes, invoices, payments, contracts, subscriptions and receivables.
Service: Tickets, SLA, Knowledge & Portal
Tickets, queues, deadlines, the knowledge base, the client portal and surveys.
Add-ons & Product Composition
The core and the switchable add-ons: assemble the product for yourself.
Automation: Rules & Processes
Rules “when this happens, do that”, multi-step processes and approvals.
Analytics: Reports & Dashboards
Your own reports from any data, dashboards, exports and scheduled delivery.
Python Scripts
Your own code when the built-in features are not enough: a schedule, intake and a journal.
Did not find what you needed — take a look at the FAQ or the Licensing page.