Mark G

Index Introduction Section 1: Setup Section 2: Settings Section 3: Integration Functionality Section 4: Data Synchronisation Section 5: Known Issues Introduction The Simpro Tradie Integration synch...

Index Introduction Section 1- Accessing OurTradie Integrations Section 2- Linking your ServiceM8 Account Section 3- Account Settings Section 4- Functionality Overview Section 5- Main Functionalit...

Occasionally, Xero may ask for you to reauthenticate your account when it is linked to OurTradie. If you are experiencing any errors in pulling invoice details from Xero to OurTradie, try reconnect...

You can now import Quotes directly from your Xero account into OurTradie.   Step 1. Enter the correct Xero Quote number and click Import from Xero.   Step 2. If the quote you are importing has opt...

Index 1. Initial Account Setup and Integration Overview 2. Responding to an Offer 3. Responding to a Quote 4. Submitting an Invoice 1. Initial Account Setup and Integration Overview An overview of ...

The option to 'pay an advance lump sum' allows you to pay a large amount of rent which will move your paid to date into the future. The cleared funds will be receipted as rent and allocated for pay...