Office admin training path

Work through these guides in order. They cover the office side of a job from the customer record to the paid invoice.

1. Getting started in the office
2. Customers, sites and contacts
3. Jobs and the job lifecycle
4. Quotes, invoices and payments
5. Expenses, receipt OCR and approvals
6. Team, modules and workspace settings

Practice: create a customer, a site and a job. Assign it, review the evidence and raise the invoice. Then approve one expense claim.