This knowledge base covers the CRM in depth: jobs, scheduling, attachments, clients, subcontractors, messaging, notifications, timecards, purchase orders, invoices, AI, workflows, SaaS administration, billing, security, support tools, backups, and reliability operations.
Each category groups related articles so admins, coordinators, finance users, and master SaaS admins can find the right level of guidance quickly.
Understand the full system, onboard your team, and learn the right setup order before you scale usage.
Run jobs, scheduling, map view, assignments, attachments, and day-to-day field coordination efficiently.
Connect timecards, purchase orders, invoices, reports, and profitability visibility to the work itself.
Use grounded AI, workflow rules, recurring jobs, reminders, and notification logic without losing trust in the data.
User-level security settings, managing your session, and how to get help.
System uptime, basic troubleshooting, and data export features.
A complete product map showing every major area in the CRM, how the modules relate to each other, and the best mental model for using the system efficiently.
Read guideLearn the recommended setup flow after signup, including onboarding, company settings, theme controls, branding, mail settings, and the first admin configuration steps.
Read guideLearn how to run the operational heartbeat of the CRM: create jobs, manage due dates, use map and calendar views, handle attachments, and review job history.
Read guideUse the inbox, per-job chat threads, pinning, notifications, and communication preferences to keep the office, field, subcontractors, and clients aligned.
Read guideA detailed guide to the financial side of the CRM and how it connects back to jobs, labor, approvals, and profitability.
Read guideLearn how to ask better AI questions, understand grounded answers, set workflow rules, and use recurring operational automation responsibly.
Read guideA guide to user roles, securing your account with 2FA, and understanding system activity logs.
Read guideGuidance on system uptime, background tasks, and how to export your workspace data.
Read guideA complete product map showing every major area in the CRM, how the modules relate to each other, and the best mental model for using the system efficiently.
Learn the recommended setup flow after signup, including onboarding, company settings, theme controls, branding, mail settings, and the first admin configuration steps.
Use settings pages to shape the workspace, including custom fields, fonts, sidebar controls, routing preferences, mail options, and company identity.
Learn how to move through the CRM efficiently using dashboards, the grouped sidebar, quick search, file manager, and responsive layouts.
Learn how to run the operational heartbeat of the CRM: create jobs, manage due dates, use map and calendar views, handle attachments, and review job history.
Understand how the CRM handles internal users, clients, subcontractors, permissions, and the assignment logic that keeps everyone aligned.
Use the inbox, per-job chat threads, pinning, notifications, and communication preferences to keep the office, field, subcontractors, and clients aligned.
Learn how to bulk import legacy data into the CRM using the CSV import tool.
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