User Guide

Job / Booking

• How To Create a Booking
• How to Assign a Technician to Booking
• Contract Bookings: How To Attach Quote and Set Customer Appointment
• How to Configure Schedule Availability
• How to Add Notes for Employee
• Where to View Employee Report

Finance & Report

• Where to View Report and Analytics
• Where to Access Quotes and Invoices
• Add Variation Order (VO) Service to Invoice in Sharedule
• Where to Edit Quote / Invoice Terms
• Where to Configure GST and Service Charge

Customer Management

• How to Create A Customer Account
• Where to Track Customer’s Order History
• How to Edit Customer’s Info

Employee Management

• How to Create an Employee Account
• How to Edit Employee’s Info
• Where to Track Employee’s Upcoming / Past Jobs
• How to Customise Employee Roles

Service Management

• How to Create a Service
• How to Create a Service Category

Marketing

• How to Create a Banner
• How to Create a Promo Code

Feedback Management

• How to Publish / Unpublish a Feedback
• How to delete a feedback

Account

• How to Change Password
• How to Edit Account Details