Tutorials

Tutorials

Getting Started

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• Getting Started Adding documents to jobs
• Getting Started Ports, depots & airports
• Getting Started Voyage manager
• Getting Started Job 'updates' feed
• Getting Started How to create a booked job

Tutorials

Fundamentals

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• Fundamentals Insurance Policies - Introductory Webinar 25-FEB-2025
• Fundamentals Setting reminders and follow ups
• Fundamentals Searching, sorting and filtering lists
• Fundamentals Generating output documents from booked jobs
• Fundamentals Duplicating jobs

Tutorials

Advanced Topics

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• Advanced Topics Xero - Keeping The Connector Up-To-Date
• Advanced Topics Setting up the Xero connector
• Advanced Topics Send customer notifications for job status changes
• Advanced Topics Quotes - reason for rejection
• Advanced Topics My upcoming milestones dashboard
• Advanced Topics Customizing invoice, credit note and quote templates
• Advanced Topics Assign a customer to a team member
• Advanced Topics Adding additional invoice and quote contacts

Tutorials

Tools & Settings

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• Look & Feel Theme Settings
• Output Document Settings Document Settings
• General Settings Change the Next Invoice Number
• General Settings Change the Next Grouped Job Number
• General Settings Change the Next Quoted Job Number
• General Settings Change the Next Booked Job Number
• General Settings Edit the Kilos Per LDM (Air Freight)
• General Settings Edit the Kilos Per CBM (Air Freight)