First system setup

Access to the system settings

Once you have registered for a free trial, your system will automatically be created, ready to start.

You will be given your first access codes, and after logging in, you will see the dashboard.

Before you start

Before you start adding jobs, there are a few things you might want to do.


This may look a bit overwhelming at first, but for almost every setting there is in-line help information available, (hover over the green circled question mark for the setting description).

Company profile

Complete your ‘Company profile’ first and change your password!

The country code in your profile determines the address formatting for clients and jobs.

If you are planning on connecting the system to Xero, then also select ‘use Xero integration’ in your profile.

Application settings

Next, go through each application setting parameter to select the setting that suits you best.

Xero integration

Connect to Xero

To connect the system to Xero, you have to check the 'use Xero integration' in your Company profile, as well as set the Xero Integration to YES.

After having saved your profile and settings, an extra 'Xero integration' section will appear at the bottom of the setting page.

Connect to Xero

Xero authorisation

The [CONNECT] button will take you to Xero for authorisation.

You will automatically return to the system's Xero integration section once authorised.

Xero Authorisation

Retrieve Xero data

Here, you can retrieve your Xero Accounts, Contacts and Inventory.

Reload the settings page once more to select the default, 'Xero Invoice Item Account'.

Xero retrieve accounts, contacts and inventory

Ready to get cracking with an easy system?

With a trial period of two weeks (or more on request), unlimited users and fair use policy, all for a fixed monthly rate, there’s nothing that will hold you back from giving it a try.

Get your free trial here