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  2. Setup and Automations

Setup and Automations

Configure your site, manage users and set up automations to maximize efficiency.

Personal settings

  • Menu customization
  • My calendar and tasks
  • My activity types
  • E-mail setup
  • Search settings
  • How to use filters?
See all 7 articles

Automations and notifications

  • Comments and notifications
  • How to use bookmarks?
  • Triggers and actions
  • Triggers and actions – use case examples
  • Watchdog
  • Smart inbox

Site settings

  • My settings and site settings
  • Company data and logo
  • Calendar and task settings
  • Task and event durations
  • Activity types
  • Labor cost
See all 36 articles

User administration

  • Users and access rights
  • Users and groups
  • Adding and modifying a user account
  • Adding, modifying and deleting user groups
  • 2-step verification setup
  • Single sign-on (SSO)
See all 11 articles

Import and export

  • Importing data
  • Importing contacts
  • Importing tasks
  • Importing projects
  • Importing products and services
  • Importing quotes
See all 12 articles

Integrations

  • Overview of integrations
  • Calendar integration: Google Calendar
  • Calendar integration: MS Exchange
  • Calendar integration: Apple Calendar
  • Stripe integration
  • QuickBooks integration
See all 27 articles

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Resources

  • API documentation
  • Integrations
  • Blog
  • Webinars & events
  • Status

Contact us

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