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- How do I manage Lead related internal settings?
Knowledge Base
- Getting Started
- Leads
-
Scheduler
- How do I schedule an unscheduled Audit?...
- How do I add a new Audit within the scheduler?...
- How do I schedule an unscheduled Appointment?...
- How do I add a new Appointment within the schedule
- How do I go to calendar view within a Scheduler?..
- How do I add a new job from Scheduler?...
- How do I view the jobs on a Scheduler on the basis
- How do I assign a job to a fieldworker within a Sc
- How do I switch between daily, weekly, monthly etc
- How do I schedule an unscheduled job?...
- How do I see the list of fieldworkers within Sched
- Map
-
Works
- How do I add Expenses inside a job details?...
- How do I download a Job card?...
- How do I email a Job card?...
- How can a Job be set as recurring?...
- How do I edit an invoice inside job details?...
- How do I track a fieldworker inside job details?..
- How do I add document inside job details?...
- How do I download document inside job details?...
- How do I delete document inside job details?...
- How do I view an answer in Custom Form inside job
- How do I view Feedback inside job details?...
- How do I add payment in invoice, inside job detail
- How do I add Custom Form inside job details?...
- How do I email invoice and preview Invoice inside
- How do I create an invoice inside jobs section?...
- How do I create a Job?...
- How do I edit a Job?...
- How do I chat with a fieldworker inside job detail
- How do I view a Job completion detail inside job d
- How do I delete a Job?...
-
Clients
- How do I add a Client?...
- How do I edit a Client?...
- How do I change a Client’s View?...
- How do I change Client’s status?...
- How do I add a project/site for a Client?...
- How do I edit a Client’s site?...
- How do I edit a contact in a Client...
- How do I delete a contact in a Client...
- How do I add a contact for a Client?...
- How do I delete a Client?...
- How do I delete a Client’s site?...
- Invoices
-
Inventory
- How do I add Suppliers?...
- How do I create a Purchase Order?...
- How do I add a Product within an Inventory?...
- How do I search an inventory item from the invento
- How do I change the status of an inventory item?..
- How do I add images for an inventory item?...
- How do I view the Stock-in and Stock-out history o
- How do I manage stock?...
- How do I delete an inventory Item?...
- How do I edit an inventory Item?...
- How do I add an inventory Item?...
- Inventory->Supplier(s)
- Inventory->Products
- Inventory->Purchase Order(s)
- Contracts
- Users
- Equipment
-
Quotes
- How do I change the status of a quotation?...
- How do I search a particular quotation from the li
- How do I convert a quotation into a Job?...
- How do I delete a quotation?...
- How do I download a quotation?...
- How do I send the quote as mail and view the quote
- How do I edit a quote?...
- How do I create a quotation to send to a client?..
- Expenses
- Reports
-
Settings
- How do I create categories for my Contracts?...
- How do I generate and manage Lead Script?...
- How do I set or manage Lead status?...
- How do I manage Lead related internal settings?...
- How do I set delivery mode for my purchase orders?
- How do I manage payment modes for my purchase orde
- How do I setup Xero account in EyeOnTask?...
- How do I setup Quickbooks account in EyeOnTask?...
- How do I add Status for my Equipment(s)?...
- How do I add a brand name for an Equipment?...
- How do I set conditions for my Equipment(s)?...
- How do I create groups for my Equipment(s)?...
- How do I create categories for my Equipment(s)?...
- How do I create groups for my Expenses?...
- How do I create categories for my Expenses?...
- How to setup Paypal account in EyeOnTask?...
- How do I manage permissions of a fieldworker?...
- How do I delete Job Type/Services within Job Setti
- How do I edit Job Type/Services within Job Setting
- How do I add tax details within Job settings?...
- How do I add Job Type/Services within Job Settings
- How do I change my password?...
- How do I set the start time for a job and its dura
- How do I manage the company profile under Company
- Settings->Company Settings
- Settings->Contract
- Settings->Equipment
- Settings->Expenses
- Settings->Integrations
- Settings->Leads
- Settings->Purchase Order