๐
Getting Started
Learn how to set up your profile, enter default services, and configure invoice terms.
๐ฌ
AI Commands Guide
Reference list of common formatting loops, invoice terms, and customer record requests.
๐งพ
Invoicing & Billing
Setting up card payments via Stripe, drafting quotes, and chasing late accounts.
๐ฅ
Customer Management
Importing client CSV databases, resolving property notes, and editing timelines.
๐
Reminders & Alerts
Configuring boiler rebooking campaigns, follow-up messages, and SMS templates.
๐ณ
Account Settings
Managing subscriptions, team member roles, and security details.