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Quick start Tutorial

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This section describes the most common basic tasks you will use when starting to work with BusinessFlow. It is designed as a "How-To" guide. You can use the table of contents as an index. Although it is organized roughly in the order that you would perform the tasks you don't need to begin at the beginning and work your way through. Every topic contains links to background information and other relevant subjects so you can just pick out the task you need to perform and begin.

 

Logging in
Overview Main Screen
Quick set-up
Company details
Changing the starting invoice number
Document footers
Company Logo
RESET
Entering a New Job
Overview of the Job Edit form
Adding materials and labour to the job
Deleting materials and labour from a job
Create a job sheet
Create a quotation / estimate
Edit or Add to Job Details
Create an invoice
Record a Payment