Source-audited guides for estimates, proposals, invoices, payments, expenses, credit notes, contracts and subscriptions.
Each guide below is linked to the wider help centre so users can move naturally between related features.
The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, notes, reminders and conversion into invoices.
Sales & FinanceThe audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.
Sales & FinanceThe current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.
Sales & FinanceThe audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-credit application actions.
Sales & FinanceThe verified contracts controller includes templates, comments, notes, signing controls, PDF output, renewals and attachments. Subscriptions are surfaced in the Sales menu and supported by the dedicated admin controller.
The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, notes, reminders and conversion into invoices.
The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.
The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.
The audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-credit application actions.
The verified contracts controller includes templates, comments, notes, signing controls, PDF output, renewals and attachments. Subscriptions are surfaced in the Sales menu and supported by the dedicated admin controller.
This category documents the verified real estate module menus: Property Operations, Requests & Applications, customer-linked records, maintenance and reports.
Guides for Setup & Settings, Company & Utilities, reports, media, calendar, announcements, staff, roles, custom fields and related admin controls.
Guides for the verified CRM areas covering client records, contacts, lead handling and linked customer files in the audited build.
Verified help for the current Compliance Monitor build, including Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and audit areas.