Documentation

Getting Started

• Introduction
• Server Requirements
• Installation
• Nginx Server Instructions
• Common Installation Errors
• Installing Updates
• Installing & Developing Locally
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Team Members

• Adding & Managing Team Members
• Admin Users
• Update Profile
• Update Notification Settings
• Update Password
• Change Theme
• User Roles
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Clients

• Clients Overview
• Create, Edit & Delete Client Accounts
• Client Management
• 4. Custom Fields
• Client Settings
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Projects

• Projects Overview
• Create Projects
• Project Management
• Views (List, Card)
• Project Cover Images
• Custom Fields
• Project Settings
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Tasks

• Milestones
• Tasks
• Time Tracking
• Custom Fields
• Milestone Settings
• Task Settings
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Leads

• Leads Overview
• Custom Fields
• Leads Settings
• Lead Web Forms
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Estimates

• Estimates Overview
• Creating Estimates
• Editing Estimates
• Change/Reset Estimate Numbers
• Estimate Statuses
• Currency Settings
• Estimate Settings
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Invoices

• 1. Invoices Overview
• Creating Invoices
• Editing Invoices
• Recurring Invoices
• Invoice Products
• Additional Information On Invoices & Estimates
• Change/Reset Invoice Numbers
• Invoice Statuses
• Currency Settings
• Invoice Settings
• CSS Styling PDF Invoices
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Expenses

• Expenses Overview
• Currency Settings
• Expense Settings

Email

• Email Settings
• Email Templates
• SMTP Email - SendGrid

Subscriptions

• Introduction
• Subscription Plans

Accepting Payments

• Introduction
• Stripe Payment Gateway
• Paypal Payment Gateway
• Subscription Settings
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Tickets & Knowledge Base

• Tickets Overview
• Knowledge base overview
• Knowledge Base Settings

Settings

• Main Settings
• Company Settings
• Theme
• Cron Job Settings
• Category Settings
• Tag Settings
• Tax Settings
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Errors & Debugging

• Start Here - Error Logs
• Common Errors & Issues
• Setting Your PHP Version
• 500 Server Error
• 404 Not Found Error
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More

• Language & Translation
• Installing Updates
• Changing the favicon icon
• Changing theme images
• How to make CSS changes
• Using custom fonts
• Change Company Logo
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SaaS - Installation

• Installation
• Common Installation Errors
• SaaS Version - Server Requirements
• Configuring A Wildcard Subdomain
• SMTP Email - SendGrid (SaaS)
• Domain DNS Settings
• Installing Updates
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