How to switch between yearly and monthly view

When in the Calendar Tab at the top right, click on the different icons to switch between views

• Related Articles

• Subscription and Billing

  If you are on a free trial and want to upgrade to a monthly or annual subscription: Click on 'System Settings' within the Settings tab on the left A new page will open, in here click on the tab 'Subscription & Billing' You will be shown the plan that ...

• Adding Products within Client Mode

  To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...

• Delete an Opportunity

  If you want to delete an opportunity, perhaps you added it by mistake, you can click on the 3 dots beside the opportunity. This will bring up a list of options, choose 'delete' and the opportunity will be removed from the kanban view.

• Linking to a Proposal/Project

  When clocking in and clocking out, you can link to a specific Proposal/Project. To learn more about this, click here. This means that you can easily see how much time was spent working on a job by everyone in your company. To view timesheets within a ...

• Quoting by System

  In order to break down your proposal by system (CCTV, Lighting, etc) rather than by room you firstly need to set up your system names to begin. Go to the System tab, and click 'System Settings'. At the top, click on 'Systems' In here you can add the ...