Ctrl K
Company & team
Manage your people, customers, and suppliers.
6 step-by-step guides
Customers: maintain customer records
Add, find, update, and manage your customer directory.
5 steps · 2 min readVendors: maintain supplier records
Keep supplier contact details, currency, and payment terms up to date.
5 steps · 2 min readUser Profile: update your name
Review your personal account details and save your display name.
4 steps · 2 min readAdd customers and vendors
Create the records used throughout your booking and finance workflows.
5 steps · 2 min readManage your company profile
Review agency details, branding, sales cost access, and configured limits.
5 steps · 2 min readInvite your team and understand roles
Create and maintain company users with the access they need for their work.
6 steps · 2 min read