# Ascora Knowledge Base > Guides, how-tos and answers for Ascora field service management software. - Full text (every article): https://ascora.com.au/llms-full.txt - JSON index: https://ascora.com.au/kb/index.json ## ๐Ÿ“ƒ Ascora Feature Guides - [๐Ÿ“ƒ Ascora Feature Guides](https://ascora.com.au/kb/ascora-feature-guides.md): Ascora offers a wide range of powerful features designed to streamline your business processes, boost productivity, and... - [๐Ÿ“ฉ Clients with More than One Email Address](https://ascora.com.au/kb/clients-with-more-than-one-email-address.md): Problem If I have 2 different email address attached to one costumer, when it comes to invoicing that client will both... - [๐Ÿ‘จ Customer Guides](https://ascora.com.au/kb/customer-guides.md): Managing customers effectively is vital for any businessโ€”strong, organized customer relationships often translate into... - [๐Ÿ–ฅ How to Access the Customer Portal](https://ascora.com.au/kb/how-to-access-the-customer-portal.md): The Ascora Customer Portal is a secure online gateway that allows your customers or clients to view and manage their... - [๐ŸŒ How to auto populate address search details based on location](https://ascora.com.au/kb/how-to-auto-populate-address-search-details-b.md): If you are using Ascora outside Australia, you can configure it to auto populate address details when searching for... - [โžฟ How to Combine or Merge Customers](https://ascora.com.au/kb/how-to-combine-or-merge-customers.md): Merging customers is sometimes necessary to clean up duplicate records or consolidate data under a single customer... - [๐Ÿ–ฅ How to Create a Customer Portal](https://ascora.com.au/kb/how-to-create-a-customer-portal.md): The Ascora Customer Portal provides a convenient self-service platform for your customers to create, view, and manage... - [๐Ÿ“ฒ How to Create Customer Contacts](https://ascora.com.au/kb/how-to-create-customer-contacts.md): Keeping track of individual contacts within an organization helps ensure that you always reach the right person at the... - [๐Ÿจ How to Create Multiple Sites for a Customer](https://ascora.com.au/kb/how-to-create-multiple-sites-for-a-customer.md): If your customer operates across multiple locationsโ€”such as different branches, warehouses, or project sitesโ€”you can... - [โ„น How to Import and Export Customer Data](https://ascora.com.au/kb/how-to-import-and-export-customer-data.md): Choose the Customers Icon in the Top Menu to display the Customer List and click the Import/Export button to display... - [โ„น How to Import Customers from Accounting Package](https://ascora.com.au/kb/how-to-import-customers-from-accounting-packa.md): Connecting Ascora to your preferred accounting softwareโ€”such as Xero, MYOB, or another platformโ€”streamlines your... - [๐Ÿ“„ How to Link a Third-Party Billing Customer to a Site Customer](https://ascora.com.au/kb/how-to-link-a-third-party-billing-customer-to.md): Sometimes the party responsible for paying the invoices is different from the site or property where the work is... - [๐Ÿ”Ž How to Search for an Existing Customer](https://ascora.com.au/kb/how-to-search-for-an-existing-customer.md): Keeping track of your customers efficiently is essential for smooth operations. Ascoraโ€™s Customer List provides... - [โœ‰ Adding Lead Sources and Accessing Lead Source Analysis](https://ascora.com.au/kb/adding-lead-sources-and-accessing-lead-source.md): Tracking where your customers come from is crucial for evaluating the effectiveness of your marketing and outreach... - [๐Ÿ“ƒ Add a Checklist to a Job](https://ascora.com.au/kb/add-a-checklist-to-a-job.md): Checklists in Ascora provide a streamlined way to ensure that critical steps are never overlooked on a Job or Quote. By... - [๐Ÿ”„ Add a Variation to a Job](https://ascora.com.au/kb/add-a-variation-to-a-job.md): Variations in Ascora allow you to manage additional work requests from customers without creating separate Job Cards.... - [๐Ÿ”„ Add a Variation to a Job Section](https://ascora.com.au/kb/add-a-variation-to-a-job-section.md): Variations allow you to efficiently handle changes or additions to the original scope of work within a job section.... - [๐Ÿ“Ž Add Attachments to a Job](https://ascora.com.au/kb/add-attachments-to-a-job.md): Ascora allows you to attach files to numerous records including Quotes and Jobs โ€“ for example, before and after photos,... - [โ„น Add Details to a Job](https://ascora.com.au/kb/add-details-to-a-job.md): Efficiently managing job details is crucial for ensuring smooth workflows and clear communication across your team.... - [๐Ÿ’ฒ Adding a Callout Fee to a Job](https://ascora.com.au/kb/adding-a-callout-fee-to-a-job.md): Callout fees in Ascora enable businesses to manage and charge for additional service-related costs, such as after-hours... - [๐Ÿ”จ Adding Supplies, Kits, and Write-Ins](https://ascora.com.au/kb/adding-supplies-kits-and-write-ins.md): Streamline your job management process in Ascora by efficiently adding Supplies, Kits, and Write-Ins directly to a Job.... - [โŒ Cancel or Delete a Recurring Job](https://ascora.com.au/kb/cancel-or-delete-a-recurring-job.md): Ascoraโ€™s recurring job templates are flexible, allowing you to skip or remove upcoming jobs without disrupting the... - [๐Ÿ“ƒ Create a Job from a Template](https://ascora.com.au/kb/create-a-job-from-a-template.md): If you regularly perform similar types of work, Job Templates can save you time by pre-populating standard details such... - [๐Ÿ—บ Create a Section Based Job](https://ascora.com.au/kb/create-a-section-based-job.md): Section Based Jobs are perfect for larger, multi-stage projects, allowing you to break down work into distinct sections... - [๐Ÿ“ฆ How do I Show Supplies and Labour in Kits as Line Items on the Job Cards](https://ascora.com.au/kb/how-do-i-show-supplies-and-labour-in-kits-as.md): A kit enables you to have multiple supplies and labour grouped into one basket. This makes it easy to add multiple... - [๐Ÿ’ฌ How to add Common Phrases](https://ascora.com.au/kb/how-to-add-common-phrases.md): In Ascora, Common Phrases are a convenient way to quickly populate job descriptions and work undertakings without... - [โš’ How to Add Labour Charges to a Job](https://ascora.com.au/kb/how-to-add-labour-charges-to-a-job.md): Efficiently tracking and managing labour costs is crucial for ensuring accurate job costing and billing. Ascora... - [โฒ How to Add Non-Chargeable Labour to a Job](https://ascora.com.au/kb/how-to-add-non-chargeable-labour-to-a-job.md): Efficiently tracking labour costs is essential for accurate job costing and resource management. Ascora provides the... - [๐Ÿ’ฒ How to change Pricing Method](https://ascora.com.au/kb/how-to-change-pricing-method.md): When you create a job, you can easily change the pricing method by going to the Details tab and select from the drop... - [โœ… How to Close a Job and Unlock a Closed Job](https://ascora.com.au/kb/how-to-close-a-job-and-unlock-a-closed-job.md): When a job is finished, you can mark it as completed and then close it in Ascora, preventing further changes and... - [๐Ÿ”‚ How to Create a Recurring Job](https://ascora.com.au/kb/how-to-create-a-recurring-job.md): Recurring Jobs in Ascora let you automate tasks that repeat at regular intervalsโ€”whether weekly, monthly, quarterly, or... - [๐Ÿฆบ How to Create Job Types](https://ascora.com.au/kb/how-to-create-job-types.md): Defining Job Types in Ascora helps you standardize and streamline your workflow by automatically applying default... - [โญ Job Status](https://ascora.com.au/kb/job-status.md): Job statuses are either automatically updated depending on which event or activity occurred or manually updated by... - [โš’ Jobs Guides](https://ascora.com.au/kb/jobs-guides.md): Efficient job management is key to delivering outstanding service, maintaining profitability, and ensuring smooth... - [๐Ÿ“Ž Manage Attachments and File Permissions for Jobs in Ascora](https://ascora.com.au/kb/manage-attachments-and-file-permissions-for-j.md): Attachments in Ascora streamline the management of job-related files by allowing you to associate important documents... - [๐Ÿ’ฒ Pricing Methods - Stages](https://ascora.com.au/kb/pricing-methods---stages.md): Stages in Ascora offer an alternative pricing method to Sections , enabling you to organize complex jobs under a... - [๐Ÿ’ฒ Record an Expense Against a Job](https://ascora.com.au/kb/record-an-expense-against-a-job.md): Expenses in Ascora provide a convenient way to record and monitor additional costs associated with a Job that are not... - [๐Ÿ”„ Recurring Job From Template Not Created On Correct Date](https://ascora.com.au/kb/recurring-job-from-template-not-created-on-co.md): Problem An upcoming Job created from a Job Template appears to be on the wrong date based on the Job Template. Solution... - [โ„น Request for Information (RFI)](https://ascora.com.au/kb/request-for-information-rfi.md): A Request for Information (RFI) is a formal way to document and address customer questions or clarifications that fall... - [๐Ÿ”Ž Search for an Existing Job](https://ascora.com.au/kb/search-for-an-existing-job.md): Locating the right job in Ascora should be fast and hassle-free. Whether you remember the exact job number, the type of... - [โžก Difference Between Margin and Markup](https://ascora.com.au/kb/difference-between-margin-and-markup.md): Margin and markup are critical concepts that define the difference between the cost price and the selling price of your... - [๐Ÿ“ฒ Add a Callout Fee to a Quote](https://ascora.com.au/kb/add-a-callout-fee-to-a-quote.md): Callout fees let you account for extra service-related costsโ€”such as travel time or emergency responsesโ€”right on your... - [๐Ÿ“ƒ Add a Checklist to a Quote](https://ascora.com.au/kb/add-a-checklist-to-a-quote.md): Checklists in Ascora give you a high-level workflow that team members can follow before finalizing a quote. By... - [๐Ÿ“Ž Add Attachments to a Quote](https://ascora.com.au/kb/add-attachments-to-a-quote.md): With Ascora, you can attach files of various typesโ€”such as photos, PDFs, or contractsโ€”directly to quotes, keeping all... - [โ„น Add Details to a Quote](https://ascora.com.au/kb/add-details-to-a-quote.md): Whether youโ€™re quoting a simple one-off service or a complex, multi-stage project, Ascoraโ€™s quoting tool makes it easy... - [๐Ÿ”จ Add Supplies to a Quote](https://ascora.com.au/kb/add-supplies-to-a-quote.md): When creating or editing a quote in Ascora, you may need to include various supplies, pre-packaged kits, or one-off... - [๐Ÿ“ƒ Creating a Quote from a Template](https://ascora.com.au/kb/creating-a-quote-from-a-template.md): In Ascora, you can streamline your quoting process by using pre-defined Quote Templates . Instead of building each... - [๐Ÿ“ฉ Generate and Send a Quote](https://ascora.com.au/kb/generate-and-send-a-quote.md): Ascora provides a range of options for getting quotes to your customersโ€”whether thatโ€™s via email, SMS, or by... - [โž• How to add Inclusions and Exclusions to Quotes](https://ascora.com.au/kb/how-to-add-inclusions-and-exclusions-to-quote.md): In Ascora, you can streamline your quoting process by defining common inclusions (items or services typically covered)... - [๐Ÿ’ฒ How to Add Labour Charges to a Quote](https://ascora.com.au/kb/how-to-add-labour-charges-to-a-quote.md): In Ascora, accurately capturing labour charges is essential for creating transparent and professional quotes. Labour... - [๐Ÿ“€ How to add Optional Items on a Quote](https://ascora.com.au/kb/how-to-add-optional-items-on-a-quote.md): Including optional supplies in your quotes is a great way to provide customers with additional choices while... - [๐Ÿ“Š How to Apply a Discount on a Quote](https://ascora.com.au/kb/how-to-apply-a-discount-on-a-quote.md): Offering discounts on quotes is an effective way to provide value to customers while maintaining a clear and... - [๐ŸŽ‰ How to Make Changes to a Quote That Has Already Been Marked as Won](https://ascora.com.au/kb/how-to-make-changes-to-a-quote-that-has-alrea.md): Step 1: From within the job , select the associated quote. Alternatively, open the Quotes tab from the menu and filter... - [๐Ÿšซ Mark a Quote as Lost](https://ascora.com.au/kb/mark-a-quote-as-lost.md): When a customer decides not to proceed with a Quote, Ascora allows you to preserve the Quote in the system by marking... - [๐Ÿ”Ž Online Quote Viewing and Acceptance](https://ascora.com.au/kb/online-quote-viewing-and-acceptance.md): Providing customers with the ability to view and accept quotes online enhances convenience and streamlines the approval... - [๐Ÿ“„ Quotations Guides](https://ascora.com.au/kb/quotations-guides.md): Producing professional, accurate quotes is essential for winning business and maintaining clear communication with your... - [๐Ÿ† Quote Pipeline](https://ascora.com.au/kb/quote-pipeline.md): The Quote Pipeline in Ascora empowers you to define a structured and customizable process for managing quotes before... - [๐Ÿ”Ž Search for an Existing Quote](https://ascora.com.au/kb/search-for-an-existing-quote.md): The Quotes List in Ascora is designed to help you quickly find and manage all your quotes with ease. Whether you're... - [โžก Convert a Quote to a Job](https://ascora.com.au/kb/convert-a-quote-to-a-job.md): Converting a Quote to a Job in Ascora ensures a smooth transition from the quoting phase to project execution. Once a... - [๐Ÿ“† Configure the Scheduler](https://ascora.com.au/kb/configure-the-scheduler.md): The Scheduler in Ascora is highly customizable, allowing you to tailor it to the specific needs of your business. By... - [โ„น Creating, Editing, and Cancelling Quote Bookings](https://ascora.com.au/kb/creating-editing-and-cancelling-quote-booking.md): Effectively managing your Quote Bookings ensures your team stays organized and your clients receive timely service.... - [๐Ÿ“ง How Scheduler Email Works](https://ascora.com.au/kb/how-scheduler-email-works.md): Ascora allows you to integrate your email account, whether it's Gmail, Office 365, or another email client, directly... - [๐Ÿ”– How to Allow Additional Booking](https://ascora.com.au/kb/how-to-allow-additional-booking.md): Ascora's Scheduler empowers you to create multiple bookings for a single job, ensuring your business can accommodate... - [โžฟ How to Change Scheduler View](https://ascora.com.au/kb/how-to-change-scheduler-view.md): The Scheduler View in Ascora is designed to adapt to your unique business requirements, giving you full control over... - [๐Ÿ“… How to Schedule Non-Chargeable Job or Task](https://ascora.com.au/kb/how-to-schedule-non-chargeable-job-or-task.md): A job is always allocated to a customer but sometimes, you may want to assign a non-chargeable job or task to your... - [๐Ÿ”„ How to Set Up Consecutive Days Job Bookings](https://ascora.com.au/kb/how-to-set-up-consecutive-days-job-bookings.md): Efficiently manage jobs that need to be performed on consecutive or specific days using Ascoraโ€™s repeating job booking... - [๐Ÿคผ How to use Scheduler Groupings](https://ascora.com.au/kb/how-to-use-scheduler-groupings.md): Scheduler Groups in Ascora provide a powerful way to organize and streamline your scheduling process. By grouping... - [๐Ÿ”Ž Navigating the Scheduler](https://ascora.com.au/kb/navigating-the-scheduler.md): The Scheduler in Ascora is a powerful tool designed to streamline your job and resource management. By accessing the... - [๐Ÿ“† Schedule a Job from the Job Details](https://ascora.com.au/kb/schedule-a-job-from-the-job-details.md): The Bookings Tab on the Job Details page provides a streamlined way to schedule, edit, and manage job bookings. This... - [๐Ÿ“† Schedule a Job from the Scheduler](https://ascora.com.au/kb/schedule-a-job-from-the-scheduler.md): A well-structured scheduling system is crucial for keeping your team organized and ensuring jobs are completed on time.... - [๐Ÿ“† Schedule a Quote from the Scheduler](https://ascora.com.au/kb/schedule-a-quote-from-the-scheduler.md): Scheduling and managing quotes in Ascora is a straightforward process designed to keep your workflow organized and... - [๐Ÿ“… Scheduling Guides](https://ascora.com.au/kb/scheduling-guides.md): Efficient scheduling is the cornerstone of a streamlined and productive business. With Ascora's robust scheduling... - [๐Ÿ—บ Scheduling via the Job Map](https://ascora.com.au/kb/scheduling-via-the-job-map.md): The Map Scheduler is a powerful tool that provides a visual overview of your jobs on a map, along with essential job... - [โฒ Scheduling via the Roster](https://ascora.com.au/kb/scheduling-via-the-roster.md): The Client Roster offers a unique way to manage job scheduling by providing a comprehensive overview of bookings... - [๐Ÿ“ณ Sending Confirmations or Alerts for Scheduled Jobs](https://ascora.com.au/kb/sending-confirmations-or-alerts-for-scheduled.md): Effective communication is essential for keeping customers informed and ensuring your team stays organized. With... - [โฐ Setting up Automated Reminders for Scheduled Jobs or Quotes](https://ascora.com.au/kb/setting-up-automated-reminders-for-scheduled.md): Timely reminders help reduce no-shows, improve communication, and keep your scheduling on track. Ascora allows you to... - [๐Ÿ“… Using Teams for Scheduling](https://ascora.com.au/kb/using-teams-for-scheduling.md): Teams in Ascora are a versatile tool designed to help you manage your workforce more effectively. Whether your business... - [๐ŸŽ‰ Using the Ascora Activities Feature](https://ascora.com.au/kb/using-the-ascora-activities-feature.md): Ascoraโ€™s new Activities feature allows you to add non-job-related tasks directly into a userโ€™s schedule within the... - [๐Ÿ‘ฉ๐Ÿปโ€๐Ÿซ Using the Job Whiteboard](https://ascora.com.au/kb/using-the-job-whiteboard.md): The Job Whiteboard offers a flexible and visual approach to managing job scheduling, providing a whiteboard-style view... - [๐Ÿ’ณ Allowing Customers to Pay Online](https://ascora.com.au/kb/allowing-customers-to-pay-online.md): Offering online payment options can help streamline your billing process and improve customer convenience. By enabling... - [๐Ÿ’ฐ Applying a Payment to an Invoice](https://ascora.com.au/kb/applying-a-payment-to-an-invoice.md): Efficiently managing invoice payments ensures smooth cash flow and accurate financial records. Ascora allows you to... - [๐Ÿ’ณ Applying a Payment to Multiple Invoices](https://ascora.com.au/kb/applying-a-payment-to-multiple-invoices.md): Managing multiple outstanding invoices for a single customer can be time-consuming. Ascoraโ€™s Batch Payment feature... - [๐Ÿ‘จโ€๐Ÿ’ป Closing Jobs and Generating Invoices](https://ascora.com.au/kb/closing-jobs-and-generating-invoices.md): Efficient job management ensures a smooth transition from job completion to invoicing. In Ascora, jobs must be marked... - [๐Ÿ“ฅ Download or Email Multiple Invoices at One Time](https://ascora.com.au/kb/download-or-email-multiple-invoices-at-one-ti.md): Managing multiple invoices efficiently is essential for maintaining a smooth billing process. Ascora allows you to... - [๐Ÿ“ Generate a Progress Claim for a Fixed Price or Time & Materials Job](https://ascora.com.au/kb/generate-a-progress-claim-for-a-fixed-price-o.md): Progress Claims in Ascora provide a structured and flexible approach to invoicing for jobs that require staged... - [๐Ÿ—๏ธ Generate a Progress Claim for a Sections Based Job](https://ascora.com.au/kb/generate-a-progress-claim-for-a-sections-base.md): Progress Claims in Ascora allow you to bill your clients in stages , making it easier to track payments and manage cash... - [๐Ÿ“„ Generate and Send an Invoice](https://ascora.com.au/kb/generate-and-send-an-invoice.md): Accurate and efficient invoicing is essential for maintaining healthy cash flow, reducing administrative workload, and... - [๐Ÿ“‰ How to apply a Discount on an Invoice](https://ascora.com.au/kb/how-to-apply-a-discount-on-an-invoice.md): Offering discounts can be an effective way to manage customer relationships, encourage repeat business, or apply... - [๐Ÿ“ฐ How to do Bulk Job Invoicing](https://ascora.com.au/kb/how-to-do-bulk-job-invoicing.md): Managing multiple jobs for the same customer? Instead of generating separate invoices for each job, Ascora allows you... - [๐Ÿ’ณ How to take Credit Card Payments in Ascora](https://ascora.com.au/kb/how-to-take-credit-card-payments-in-ascora.md): Managing payments efficiently is crucial for any business, and with Ascoraโ€™s integrated credit card payment options ,... - [๐Ÿ—‚๏ธ Invoicing Combined](https://ascora.com.au/kb/invoicing-combined.md): The Invoicing Combined tab provides a single, organized view of all billable itemsโ€”supplies, labor, and... - [๐Ÿ“„ Invoicing Guides](https://ascora.com.au/kb/invoicing-guides.md): Efficient invoicing is crucial for maintaining cash flow, ensuring accuracy, and keeping your financial records... - [๐Ÿ’ท Managing Retentions](https://ascora.com.au/kb/managing-retentions.md): Retentions are commonly used in large construction projects where a portion of an invoice is withheld until specific... - [๐Ÿ”Ž Search for an Existing Invoice](https://ascora.com.au/kb/search-for-an-existing-invoice.md): The Invoices List serves as your central hub for tracking, managing, and processing invoices with ease. Whether you... - [โ†” Generating Progress Claims with Variation](https://ascora.com.au/kb/generating-progress-claims-with-variation.md): When generating a progress claim for a particular job, you are able to add a variation (additional works not part of... - [๐Ÿ›’ Create a Blank Purchase Order](https://ascora.com.au/kb/create-a-blank-purchase-order.md): A Blank Purchase Order allows you to place orders with suppliers without linking them to specific job supplies. This is... - [๐Ÿ”„ How to Combine Purchase Orders](https://ascora.com.au/kb/how-to-combine-purchase-orders.md): Ascora provides flexible options for managing Purchase Orders , allowing you to combine them across jobs, within job... - [๐Ÿ”ง How to Create a Purchase Order for Supplies added on a Job](https://ascora.com.au/kb/how-to-create-a-purchase-order-for-supplies-a.md): When job supplies are added in Ascora, you can generate a Purchase Order directly from the Job Details screen. This... - [โœ… How to Enable Purchase Order Approval](https://ascora.com.au/kb/how-to-enable-purchase-order-approval.md): For businesses that require financial oversight , Purchase Order (PO) approvals ensure that spending remains within set... - [๐Ÿ”ƒ How to Reassign a Purchase Order](https://ascora.com.au/kb/how-to-reassign-a-purchase-order.md): Reassigning a Purchase Order (PO) ensures that materials and costs are accurately tracked against the correct job or... - [๐Ÿ“ƒ Purchase Order Guides](https://ascora.com.au/kb/purchase-order-guides.md): Managing your Purchase Orders effectively is key to controlling costs, ensuring smooth job execution, and maintaining... - [๐Ÿ”Ž Search for an Existing Purchase Order](https://ascora.com.au/kb/search-for-an-existing-purchase-order.md): The Purchase Orders List provides a centralized view of all POs, making it easy to track, manage, and review your... - [โœจ Using the Purchase Order Wizard](https://ascora.com.au/kb/using-the-purchase-order-wizard.md): The Purchase Order Wizard simplifies procurement by allowing you to create Purchase Orders for specific supply items... - [โ†”๏ธ How to Import Purchase Orders](https://ascora.com.au/kb/how-to-import-purchase-orders.md): Importing Purchase Orders (POs) into Ascora is a time-saving solution for businesses handling large-scale procurement.... - [๐Ÿ”€ Difference between Actuals from Timesheets and Start & End of Day Entries](https://ascora.com.au/kb/difference-between-actuals-from-timesheets-an.md): Ascora offers two primary methods for recording timesheets, allowing businesses to choose the most suitable approach... - [๐Ÿ“ณ Field Staff Time Sheet - iOS Users - Start And End My Day](https://ascora.com.au/kb/field-staff-time-sheet---ios-users---start-an.md): Efficiency in job tracking, scheduling, and time management is essential for ensuring seamless operations. Ascoraโ€™s... - [โ๏ธ How to edit Timesheets](https://ascora.com.au/kb/how-to-edit-timesheets.md): Managing and editing timesheets effectively ensures accurate payroll processing, job costing, and labor tracking.... - [โžฟ Payroll Integration with MYOB](https://ascora.com.au/kb/payroll-integration-with-myob.md): Integrating MYOB with Ascora ensures a smooth and automated payroll process by syncing employee timesheets directly... - [โžฟ Payroll Integration with Xero](https://ascora.com.au/kb/payroll-integration-with-xero.md): Integrating Xero Payroll with Ascora allows businesses to automate and streamline payroll processes by syncing employee... - [โฐ Timesheet Features](https://ascora.com.au/kb/timesheet-features.md): Accurate timesheet tracking and seamless payroll management are essential for optimizing workforce efficiency and... - [โฐ Timesheet Guides](https://ascora.com.au/kb/timesheet-guides.md): Accurate timesheet management is essential for tracking labor costs, improving efficiency, and ensuring seamless... - [โฐ Timesheet Overview](https://ascora.com.au/kb/timesheet-overview.md): Efficient timesheet tracking is key to managing labor costs, optimizing team productivity, and ensuring payroll... - [๐Ÿ’ป Timesheet Reporting Options](https://ascora.com.au/kb/timesheet-reporting-options.md): Accurate timesheet reporting is essential for tracking work hours, managing labor costs, and ensuring payroll accuracy.... - [๐ŸŸข Timesheet Rules](https://ascora.com.au/kb/timesheet-rules.md): Timesheet Rules in Ascora automate labor rate adjustments based on predefined conditions, ensuring accurate payroll... - [๐Ÿ‘จโ€๐Ÿซ Creating a New User](https://ascora.com.au/kb/creating-a-new-user-2.md): Efficiently managing user access and roles is a key part of optimizing your workflow in Ascora. This guide provides a... - [๐Ÿ“ฒ How to check Current Ascora App Version](https://ascora.com.au/kb/how-to-check-current-ascora-app-version.md): Keeping your Ascora mobile app updated is essential to ensuring smooth operation, accessing the latest features, and... - [๐Ÿฆ How to Create Employee Leaves](https://ascora.com.au/kb/how-to-create-employee-leaves.md): Effectively managing employee leave is essential for maintaining smooth scheduling and resource allocation. With Ascora... - [๐Ÿ–๏ธ How to create Public Holiday Leave for Users](https://ascora.com.au/kb/how-to-create-public-holiday-leave-for-users.md): Managing public holidays efficiently ensures your entire team is aligned with scheduled non-working days without manual... - [๐Ÿ”“ How to Reset Passwords](https://ascora.com.au/kb/how-to-reset-passwords.md): Maintaining secure access to your Ascora account is essential for smooth operations. If you forget your password or get... - [๐Ÿง‘ User Lookups](https://ascora.com.au/kb/user-lookups.md): Effective workforce management in Ascora involves organizing your users into Teams , assigning relevant Licenses , and... - [๐Ÿ’ป User Web Roles](https://ascora.com.au/kb/user-web-roles.md): Efficient user management is key to maintaining security, accountability, and streamlined workflows within Ascora .... - [๐Ÿ‘จโ€๐Ÿ’ผ Users Guides](https://ascora.com.au/kb/users-guides.md): Effectively managing your team in Ascora is essential for boosting productivity, maintaining security, and streamlining... - [๐Ÿ’ธ Working with Allowances](https://ascora.com.au/kb/working-with-allowances.md): Managing allowances effectively ensures your team is compensated accurately for additional expenses or conditions... - [๐Ÿ™…โ€โ™‚๏ธ Disabling User or Removing Duplicate Users](https://ascora.com.au/kb/disabling-user-or-removing-duplicate-users.md): In Ascora , users cannot be permanently deleted to preserve critical historical data related to completed jobs,... - [๐Ÿ› ๏ธ Create a Kit](https://ascora.com.au/kb/create-a-kit.md): Kits are a powerful feature in Ascora that allow you to bundle multiple supplies and labour into a single package ,... - [๐Ÿ“ฆ Create a New Supply Item](https://ascora.com.au/kb/create-a-new-supply-item.md): Supplies in Ascora represent the materials, products, or services that your business uses and sells. Whether you're... - [๐Ÿงฎ How Supplies are Calculated in Job Profitability](https://ascora.com.au/kb/how-supplies-are-calculated-in-job-profitabil.md): Understanding how supplies impact job profitability is crucial for maintaining accurate cost control, optimizing... - [โคด๏ธ Importing Supply Price List](https://ascora.com.au/kb/importing-supply-price-list.md): Accurate and up-to-date supply pricing is essential for maintaining profitability, cost control, and efficient job... - [๐Ÿ–‡๏ธ Linking a Supply to Multiple Suppliers in Ascora](https://ascora.com.au/kb/linking-a-supply-to-multiple-suppliers-in-asc.md): Managing multiple supplier options for a single supply item can give your business greater flexibility, cost savings,... - [๐Ÿ“ฆ Supplies or Materials & Kits](https://ascora.com.au/kb/supplies-or-materials-kits.md): Optimizing your supply and materials management is key to keeping projects on track and reducing costs . Ascora offers... - [๐„ƒ๐„ƒ๐„‚ Working with Barcodes](https://ascora.com.au/kb/working-with-barcodes.md): Barcode scanning in Ascora transforms the way you manage supplies, streamlining job workflows, reducing errors, and... - [๐Ÿ‘ท How to separate Suppliers from Contractors](https://ascora.com.au/kb/how-to-separate-suppliers-from-contractors.md): In Ascora , you can add contractors as suppliers to simplify your procurement and invoicing processes. This allows you... - [๐Ÿ”„ Integrating Ascora with EzzyBills](https://ascora.com.au/kb/integrating-ascora-with-ezzybills.md): EzzyBills provides a seamless way to automate supplier invoice processing by extracting invoice details and pushing... - [๐Ÿ–‡ Linking Multiple Supplier Invoices to a Single Purchase Order](https://ascora.com.au/kb/linking-multiple-supplier-invoices-to-a-singl.md): Linking Multiple Supplier Invoices to a Single Purchase Order In Ascora, you can efficiently link multiple supplier... - [๐Ÿ’ฑ Supplier Credits](https://ascora.com.au/kb/supplier-credits.md): Supplier credits play a crucial role in maintaining accurate financial records and optimizing cash flow . Whether... - [๐Ÿ’ฒ Supplier Invoice - How Default Cost Recalculation Method Works](https://ascora.com.au/kb/supplier-invoice---how-default-cost-recalcula.md): Accurately managing cost recalculations ensures that job pricing remains consistent, profitable, and reflective of... - [๐Ÿ“ฆ Suppliers & Supplier Invoices Guides](https://ascora.com.au/kb/suppliers-supplier-invoices-guides.md): Efficient purchase order management ensures you have the right supplies at the right time, helping control costs and... - [โŒจ๏ธ Entering Supplier Invoices Manually](https://ascora.com.au/kb/entering-supplier-invoices-manually.md): Efficiently managing supplier invoices ensures accurate cost tracking, job profitability, and seamless financial... - [โ†ช๏ธ Supplier Invoice Import Process Overview](https://ascora.com.au/kb/supplier-invoice-import-process-overview.md): Managing supplier invoices efficiently is crucial for maintaining accurate financial records, streamlining job cost... - [๐Ÿ”ƒ Adjusting Stock Levels](https://ascora.com.au/kb/adjusting-stock-levels.md): Keeping your stock levels accurate is crucial for smooth operations, preventing shortages, and avoiding unnecessary... - [๐Ÿ’ป How Price Updates Affects Kits in Ascora](https://ascora.com.au/kb/how-price-updates-affects-kits-in-ascora.md): Kits in Ascora consist of multiple supply items bundled together for streamlined pricing and job costing. When supplier... - [๐Ÿ›๏ธ How to complete a Stock Take](https://ascora.com.au/kb/how-to-complete-a-stock-take.md): Conducting a stock take is an essential part of inventory management, ensuring that stock levels in Ascora align with... - [๐Ÿญ How to create a New Inventory Location](https://ascora.com.au/kb/how-to-create-a-new-inventory-location.md): Proper inventory location management ensures accurate stock tracking and efficient supply allocation across different... - [๐Ÿ“Š How to create a New Price Level](https://ascora.com.au/kb/how-to-create-a-new-price-level.md): Managing pricing effectively is crucial for customer satisfaction and business profitability. Price levels in Ascora... - [๐Ÿ”€ How to enable Inventory Tracking](https://ascora.com.au/kb/how-to-enable-inventory-tracking.md): Effective inventory management is essential for maintaining operational efficiency, reducing waste, and ensuring that... - [๐Ÿ”‚ Importing Price Only Changes](https://ascora.com.au/kb/importing-price-only-changes.md): Keeping your supply costs and pricing up to date is crucial for accurate job costing and profitability. In Ascora, you... - [๐Ÿ“ฆ Inventory Guide](https://ascora.com.au/kb/inventory-guide.md): Effective inventory control ensures accurate tracking of stock levels across warehouses, vans, and other storage... - [๐Ÿ“ฆ Inventory Guides](https://ascora.com.au/kb/inventory-guides.md): Effective inventory management is essential for maintaining accurate stock levels, reducing costs, and ensuring job... - [๐Ÿ“ฆ Setting Up Pack or Box Quantity in Ascora](https://ascora.com.au/kb/setting-up-pack-or-box-quantity-in-ascora.md): Managing bulk purchasing and stock control is easier with Ascoraโ€™s Pack or Box Quantity feature. This ensures that... - [๐Ÿ“ฆ Equipment & Barcodes](https://ascora.com.au/kb/equipment-barcodes.md): Barcodes provide a fast and accurate way to manage equipment in Ascora, ensuring seamless tracking, easy access to... - [๐Ÿ›ข๏ธ Equipment Guides](https://ascora.com.au/kb/equipment-guides.md): Keeping your equipment properly tracked, maintained, and serviced is key to reducing downtime, improving safety, and... - [๐Ÿ›ข๏ธ Equipment Overview](https://ascora.com.au/kb/equipment-overview.md): Managing customer equipment efficiently is crucial for ensuring proactive maintenance, compliance, and operational... - [๐Ÿ›‘ Equipment Pass/Fail Tests](https://ascora.com.au/kb/equipment-passfail-tests.md): Ensuring that equipment is safe, functional, and compliant is critical for maintaining service quality and reducing... - [โ™พ๏ธ How to set up recurring jobs for Equipment with service intervals](https://ascora.com.au/kb/how-to-set-up-recurring-jobs-for-equipment-wi.md): Efficient equipment management is crucial for businesses that rely on routine servicing and compliance checks. With... - [โ™พ Workflow Map for Handling Equipment in Ascora](https://ascora.com.au/kb/workflow-map-for-handling-equipment-in-ascora.md): 1. Preparation Phase Step 1: Create Job Template Navigate to the job template section in Ascora. Create a new job... - [โ†”๏ธ How to transfer Equipment from one customer to another customer](https://ascora.com.au/kb/how-to-transfer-equipment-from-one-customer-t.md): Transferring equipment between customers in Ascora allows you to maintain a complete service history while ensuring... - [๐Ÿ”ข Ascora Enquiry API](https://ascora.com.au/kb/ascora-enquiry-api.md): With the Enquiry API, data from your website forms, external booking systems, or third-party integrations can be... - [๐Ÿ”„ Convert an Enquiry to a Quote or a Job](https://ascora.com.au/kb/convert-an-enquiry-to-a-quote-or-a-job.md): Managing enquiries efficiently is key to converting leads into actual revenue. Ascora simplifies this process by... - [๐Ÿ’ฌ Create a New Enquiry](https://ascora.com.au/kb/create-a-new-enquiry.md): Enquiries serve as the starting point for tracking potential sales leads and customer requests in Ascora. Whether a... - [๐Ÿ“ž Enquiries Guides](https://ascora.com.au/kb/enquiries-guides.md): Managing enquiries effectively is essential for converting potential leads into valuable customers. Ascoraโ€™s Enquiry... - [๐Ÿ“ฒ How Enquiry Works](https://ascora.com.au/kb/how-enquiry-works.md): Capturing and managing customer enquiries efficiently is key to winning more business and maintaining great customer... - [๐Ÿ”ŽSearch for an Existing Enquiry](https://ascora.com.au/kb/search-for-an-existing-enquiry.md): Keeping track of customer enquiries is essential for maintaining an organized sales pipeline and providing timely... - [๐Ÿ—บ๏ธ Ascora GPS Brochure](https://ascora.com.au/kb/ascora-gps-brochure.md): โœ… NOTE: If the pricing in this brochure is different from the pricing in the Ascora Shopping Cart, kindly note that the... - [๐ŸŒ Ascora GPS Setup - Champ](https://ascora.com.au/kb/ascora-gps-setup---champ.md): Thanks for selecting Ascora GPS tracking for your vehicles or assets. Once your GPS devices are installed youโ€™ll be... - [๐ŸŒ Ascora GPS Setup - Legend](https://ascora.com.au/kb/ascora-gps-setup---legend.md): Thanks for selecting Ascora GPS tracking for your vehicles or assets. Once your GPS devices are installed youโ€™ll be... - [๐ŸŒ Champ Diagram for the HID RFID Cards](https://ascora.com.au/kb/champ-diagram-for-the-hid-rfid-cards.md): Sub Pages ๐Ÿ“ GPS Tracker Overview ๐ŸŒ Ascora GPS Setup - Champ ๐ŸŒ Ascora GPS Setup - Legend ๐ŸŒ Champ with iButton for... - [๐ŸŒ Champ with iButton for DriverID & Immobilisation](https://ascora.com.au/kb/champ-with-ibutton-for-driverid-immobilisatio.md): You can use the following diagram for the ibutton and immobilisation Sub Pages ๐Ÿ“ GPS Tracker Overview ๐ŸŒ Ascora GPS... - [๐Ÿ“Œ GPS Guides](https://ascora.com.au/kb/gps-guides.md): Efficient fleet and workforce management starts with real-time GPS tracking. Ascoraโ€™s GPS solutions provide businesses... - [๐Ÿ“ GPS Tracker Overview](https://ascora.com.au/kb/gps-tracker-overview.md): Ascoraโ€™s GPS tracking system offers seamless vehicle and asset monitoring , directly integrating with your Ascora Web... - [๐Ÿš— Using the Trip View](https://ascora.com.au/kb/using-the-trip-view.md): Ascoraโ€™s Trip View provides a detailed breakdown of all recorded trips for a selected asset on a specific day. This... - [๐Ÿงพ Accounting Integration Guides](https://ascora.com.au/kb/accounting-integration-guides.md): Efficient financial management is key to running a smooth and profitable business. Ascoraโ€™s accounting integrations... - [๐Ÿ“ถ Accounting Package Connection Troubleshooting](https://ascora.com.au/kb/accounting-package-connection-troubleshooting.md): When syncing invoices between Ascora and your accounting package (Xero, QuickBooks, MYOB), errors can sometimes occur... - [๐Ÿ’ธ Basic Accounts Integration Setup](https://ascora.com.au/kb/basic-accounts-integration-setup.md): Integrating Ascora with your accounting system ensures accurate, efficient, and real-time financial management .... - [โ“ Troubleshooting MYOB Connection Issues](https://ascora.com.au/kb/troubleshooting-myob-connection-issues.md): Problem Encountering "Ascora could not access your accounting package" โ†’ "Company File Username and/or Password are... - [โ†ช๏ธ Integrating Ascora with MYOB AccountRight](https://ascora.com.au/kb/integrating-ascora-with-myob-accountright.md): Setting up MYOB AccountRight integration in Ascora ensures that your customer records, invoices, and payments sync... - [โ†ช๏ธ Integrating Ascora with MYOB Live](https://ascora.com.au/kb/integrating-ascora-with-myob-live.md): Setting up MYOB Live integration in Ascora ensures a seamless connection between your customer records, invoices,... - [โ†ช๏ธIntegrating Ascora with MYOB Essentials](https://ascora.com.au/kb/integrating-ascora-with-myob-essentials.md): Setting up MYOB Essentials integration in Ascora ensures a seamless connection between your customer records, invoices,... - [โ†ช๏ธIntegrating Ascora with QuickBooks](https://ascora.com.au/kb/integrating-ascora-with-quickbooks.md): Integrating QuickBooks with Ascora allows for efficient financial data management by ensuring that customers, invoices,... - [โ†ช๏ธIntegrating Ascora with Xero](https://ascora.com.au/kb/integrating-ascora-with-xero.md): Integrating Xero with Ascora ensures seamless financial data synchronization between both systems, reducing manual data... - [๐ŸŒAscora Accounting API](https://ascora.com.au/kb/ascora-accounting-api.md): The Ascora Accounting API allows businesses to automate the transfer of invoices and payments between Ascora and their... - [๐Ÿ“Credit Notes](https://ascora.com.au/kb/credit-notes.md): Credit Notes are essential for adjusting invoices , resolving overpayments , or issuing refunds to customers. In... - [๐Ÿ™๏ธUsing Multiple Companies in Ascora](https://ascora.com.au/kb/using-multiple-companies-in-ascora.md): Ascoraโ€™s multi-company support allows businesses operating under different brands or locations to manage operations... - [๐Ÿ“ˆUsing the Accounts Reconciliation Reports](https://ascora.com.au/kb/using-the-accounts-reconciliation-reports.md): Keeping your financial records accurate and up-to-date is essential for maintaining a healthy cash flow and compliance... - [๐Ÿ“Š Gantt Chart](https://ascora.com.au/kb/gantt-chart.md): Gantt charts provide a clear and structured way to manage project timelines, job dependencies, and overall workflow. In... - [๐Ÿ“Š Reports Guides](https://ascora.com.au/kb/reports-guides.md): Tracking and analyzing business data is essential for maintaining efficiency, improving financial accuracy, and making... - [๐Ÿ• Timesheet Reporting Options](https://ascora.com.au/kb/timesheet-reporting-options-2.md): Tracking employee work hours accurately is essential for payroll, productivity analysis, and compliance. Ascora offers... - [๐Ÿ“ˆ Using the Accounts Reconciliation Reports](https://ascora.com.au/kb/using-the-accounts-reconciliation-reports-2.md): Keeping your financial records accurate and up-to-date is essential for maintaining a healthy cash flow and compliance... - [๐Ÿ–ฅ๏ธ Dashboard](https://ascora.com.au/kb/dashboard.md): The Dashboard serves as your command center in Ascora, providing a real-time overview of key business activities and... - [๐Ÿ–ฅ๏ธ Dashboard & Map Guides](https://ascora.com.au/kb/dashboard-map-guides.md): Efficiently managing your workflow starts with having the right insights at your fingertips. Ascoraโ€™s Dashboard and Map... - [๐Ÿ—บ๏ธ Map](https://ascora.com.au/kb/map.md): The Map feature in Ascora offers a dynamic, real-time visualization of all job locations, helping you efficiently... - [๐Ÿ”„ Automatic Supplier Invoice Importing](https://ascora.com.au/kb/automatic-supplier-invoice-importing.md): Ascora can automatically read in invoices you received from your Suppliers via email. Once the email has been processed... - [๐Ÿ“ฅ How Job Email Import Works](https://ascora.com.au/kb/how-job-email-import-works.md): The Job Email Importer in Ascora streamlines job management by allowing customers to email job details directly to a... - [๐Ÿ“ฉ How To Configure Your Gmail Account / Set up Automatic Import for Supplier Invoices](https://ascora.com.au/kb/how-to-configure-your-gmail-account-set-up-au.md): Note : Google has recently made some changes to their authentication methods for Gmail. Starting in autumn of 2024, you... - [๐Ÿ”„ How to Manually Import Customers and Sites](https://ascora.com.au/kb/how-to-manually-import-customers-and-sites.md): Managing customer data efficiently is crucial, especially if your business deals with multiple sites under a single... - [๐Ÿ“„ How to Remove Everything After a Specific Character - Excel](https://ascora.com.au/kb/how-to-remove-everything-after-a-specific-cha.md): Step 1: Decide which character you need to format. Step 2: Use an empty column to start writing your formula. Step 3:... - [๐Ÿ’ป How to Update Markup for Certain Supply Categories](https://ascora.com.au/kb/how-to-update-markup-for-certain-supply-categ.md): Keeping your supply pricing and markup rates updated ensures that your business maintains healthy profit margins while... - [๐Ÿ”„ Importing Guides](https://ascora.com.au/kb/importing-guides.md): Managing data efficiently is key to keeping operations smooth and minimizing manual work. Ascora's importing tools... - [โš’๏ธ Importing Jobs](https://ascora.com.au/kb/importing-jobs.md): Transitioning to Ascora or updating your system with bulk job data doesn't have to be complicated. The Job Import... - [๐Ÿ“ƒ Importing Quotes](https://ascora.com.au/kb/importing-quotes.md): Bringing your existing quotes into Ascora doesnโ€™t have to be a time-consuming process. The Quote Import Template allows... - [โคต๏ธ Setting up Automatic Import for Supplier Invoices - Office 365](https://ascora.com.au/kb/setting-up-automatic-import-for-supplier-invo.md): Manually processing supplier invoices can be time-consuming and prone to errors. Ascora's Automatic Supplier Invoice... - [๐Ÿ“ƒ Supplier Invoice Format Supported](https://ascora.com.au/kb/supplier-invoice-format-supported.md): The following list refers to suppliers with invoice formats that are supported by Ascora either via manual import or... - [๐Ÿ“ƒ Supply Import Template - References](https://ascora.com.au/kb/supply-import-template---references.md): Note: Highlighted in yellow are compulsory fields. Column Label Header Compulsory Field Notes A PART NUMBER YES When... - [โŒšImporting Timesheets](https://ascora.com.au/kb/importing-timesheets.md): Keeping accurate records of employee work hours is essential for job costing, payroll, and productivity tracking.... - [๐Ÿ–ฅ๏ธHow to Remove Formulas or Paste Data as Values in Excel](https://ascora.com.au/kb/how-to-remove-formulas-or-paste-data-as-value.md): When importing supplies or supply prices into Ascora using the Ascora Supply Import Template , itโ€™s crucial to remove... - [๐Ÿ’ฅ Advanced Guides](https://ascora.com.au/kb/advance-guides.md): Once youโ€™ve mastered the basics, itโ€™s time to explore Ascoraโ€™s advanced features to further streamline operations,... - [โญ Sending out Online Review Links for Jobs](https://ascora.com.au/kb/sending-out-online-review-links-for-jobs.md): You can send an online review link to your customer via email for every job completed. This is a good way of getting... - [๐Ÿ“Contracts](https://ascora.com.au/kb/contracts.md): Contracts in Ascora provide a structured way to manage long-term service agreements with key clients, allowing for... - [๐Ÿ“„Create a Checklist](https://ascora.com.au/kb/create-a-checklist.md): Checklists in Ascora are a powerful tool designed to ensure consistency, quality, and efficiency in your workflows. By... - [๐Ÿ“Create an On-Demand Job Template](https://ascora.com.au/kb/create-an-on-demand-job-template.md): On-Demand Job Templates are a game-changer for businesses that perform recurring or standardized work. Instead of... - [๐Ÿ“ฑ Custom Forms Guides](https://ascora.com.au/kb/custom-forms-guides.md): Custom forms in Ascora allow businesses to tailor their data collection process for jobs, quotes, and inspections.... - [๐Ÿ–ฅ๏ธ How to access Custom Form](https://ascora.com.au/kb/how-to-access-custom-form.md): Custom Forms in Ascora allow you to standardize data collection, ensuring accuracy and consistency across your jobs.... - [๐Ÿ“ท How to Add a Photo on your Custom Form](https://ascora.com.au/kb/how-to-add-a-photo-on-your-custom-form.md): Ascora allows you to enhance your Custom Forms by incorporating photos , either taken directly from a mobile device or... - [๐Ÿ“ How to Add Timesheet Details, Supply Details, and Labour Details in a Custom Form](https://ascora.com.au/kb/how-to-add-timesheet-details-supply-details-a.md): Ascora allows you to enhance your Custom Forms by integrating essential job-related details such as Timesheets, Labour,... - [๐Ÿ”„ How to Automate a Custom Form at Job Check-in or at Job Completion](https://ascora.com.au/kb/how-to-automate-a-custom-form-at-job-check-in.md): A custom form such as SWMS, JSA, Take 5, etc. can be setup to automatically pops up as a compulsory form to be filled... - [๐Ÿ“„ How to Edit a Custom Form Question - (Changing Answer Type)](https://ascora.com.au/kb/how-to-edit-a-custom-form-question---changing.md): Custom Forms in Ascora can be tailored to capture different types of information by modifying Answer Types . Whether... - [๐Ÿ’ป How to update a Custom Form](https://ascora.com.au/kb/how-to-update-a-custom-form.md): Custom Forms in Ascora offer flexibility to ensure your business processes are streamlined and efficient. Whether you... - [โ†ฉ๏ธ How to Export and Import Custom Form Between Two Accounts](https://ascora.com.au/kb/how-to-export-and-import-custom-form-between.md): If you manage multiple Ascora accounts , you may need to transfer Custom Forms between them to maintain consistency and... - [โœ๏ธ How to Add a Signature on your Custom Form](https://ascora.com.au/kb/how-to-add-a-signature-on-your-custom-form.md): Ascora allows you to capture signatures directly within Custom Forms, ensuring compliance, accountability, and... - [๐Ÿ‘ฉโ€๐Ÿ’ปCustom Form User Guide](https://ascora.com.au/kb/custom-form-user-guide.md): Custom Forms in Ascora allow businesses to digitize paperwork, standardize job documentation, and enhance field data... - [๐Ÿ“„Custom Form vs Document Template](https://ascora.com.au/kb/custom-form-vs-document-template.md): Ascora provides two key features for managing business documentation: Document Templates and Custom Forms . While both... - [๐Ÿ“ƒ Document Template User Guide](https://ascora.com.au/kb/document-template-user-guide.md): Ascora utilises Microsoft Word as the basis for document templates created in the system. This enables you to create... - [๐Ÿ“ Document Templates Guides](https://ascora.com.au/kb/document-templates-guides.md): Clear, professional, and branded documentation is essential for maintaining consistency and credibility in your... - [๐Ÿ—‚๏ธ How Custom Fields Work in Document Templates](https://ascora.com.au/kb/how-custom-fields-work-in-document-templates.md): Once you've created a Custom Field, you can insert it into your document templates using merge fields . The format must... - [๐Ÿ—’๏ธ How to Add a Merge Field in your Document Template](https://ascora.com.au/kb/how-to-add-a-merge-field-in-your-document-tem.md): Merge fields allow you to automatically populate key details in your document templates, eliminating manual entry and... - [๐Ÿ—’๏ธ How to Edit a Merge Field](https://ascora.com.au/kb/how-to-edit-a-merge-field.md): If your document template (such as an invoice, quote, or job card) is not displaying information correctly , the issue... - [๐Ÿ“ท How to insert Photo Attachments in a Quote Document](https://ascora.com.au/kb/how-to-insert-photo-attachments-in-a-quote-do.md): You can insert photos or images into your quote templates to visually enhance your documents. This can be useful for... - [๐Ÿ“ธ How to Resolve your Logo Issues in your Document Template](https://ascora.com.au/kb/how-to-resolve-your-logo-issues-in-your-docum.md): If the logo on your quote or invoice is stretched or blurry, itโ€™s probably because your placeholder on your quote or... - [๐Ÿ“ƒ How to Update a Document Template](https://ascora.com.au/kb/how-to-update-a-document-template.md): You can modify your document templates to better reflect your brand and operational needs. Some common adjustments... - [โš™๏ธ How to Upload a Document Template](https://ascora.com.au/kb/how-to-upload-a-document-template.md): Please see below a short tutorial video showing us how to upload and test a document template in Ascora whether it's an... - [๐Ÿ“ฝ Ascora and Groundplan Recorded Webinar](https://ascora.com.au/kb/ascora-and-groundplan-recorded-webinar.md): Click the link to view the video - https://ascora.wistia.com/medias/0enkdtx55f Sub Pages ๐Ÿ”„ GroundPlan Integration Need... - [๐Ÿ”„ Configure the Ascora Integration from Groundplan](https://ascora.com.au/kb/configure-the-ascora-integration-from-groundp.md): Full Administration rights are needed to configure Ascora to Groundplan. Preparing to Connect Ascora and Groundplan... - [๐Ÿš€ Creating a Take-Off Template when Integrated with Ascora](https://ascora.com.au/kb/creating-a-take-off-template-when-integrated.md): Creating Take-Off Templates is a time saving option to populate Projects with frequently used Measurements. When... - [๐Ÿ”„ GroundPlan Integration](https://ascora.com.au/kb/groundplan-integration.md): Streamline your quoting and inventory processes by integrating Ascora seamlessly with Groundplan. This powerful... - [๐Ÿ“ฆ Using Inventory Supply and Kits on Plans in Groundplan](https://ascora.com.au/kb/using-inventory-supply-and-kits-on-plans-in-g.md): Once Integrated, begin using Ascora Inventory Supplies and Kits to Count and Measure Lengths or Areas on Plans.... - [โ–ถ Pushing a New Quote into Ascora](https://ascora.com.au/kb/pushing-a-new-quote-into-ascora.md): Stages in Groundplan become Sections in Ascora. Push your Quantities to a new Ascora Sections Quote. โš ๏ธ Pricing Method... - [โ–ถ Pushing to an Existing Quote in Ascora](https://ascora.com.au/kb/pushing-to-an-existing-quote-in-ascora.md): Update Project Quantities by sending them to an existing Sections Pricing Method Quote in Ascora. โš ๏ธYour Sections will... ## ๐Ÿฅ‡ Getting Started - Setting Up Ascora for Success! - [๐Ÿฅ‡ Getting Started - Setting Up Ascora for Success!](https://ascora.com.au/kb/getting-started---setting-up-ascora-for-succe.md): Welcome to Ascora! Whether youโ€™re new to the platform or looking for a quick refresher, this guide will help you hit... - [๐Ÿ‘ทโ€โ™‚๏ธ Creating a New User](https://ascora.com.au/kb/creating-a-new-user.md): Efficiently managing user access and roles is a key part of optimizing your workflow in Ascora. This guide provides a... - [๐Ÿ“‘ Using Translations](https://ascora.com.au/kb/using-translations.md): Depending on the industry or type of business you run, you may use different terms across various areas of your... - [๐Ÿ“„ How to Create a New Quote](https://ascora.com.au/kb/how-to-create-a-new-quote.md): Creating quotes in Ascora is easy and flexible, with multiple ways to add new quotes to your system. Whether you prefer... - [โš’ How to Create a New Job](https://ascora.com.au/kb/how-to-create-a-new-job.md): Creating a new job in Ascora can be done in several ways, depending on your workflow and the specific needs of your... - [โš™ Default Settings](https://ascora.com.au/kb/default-settings.md): The Default Settings feature in Ascora allows you to customize and streamline your processes by setting default... - [โš™ System Settings](https://ascora.com.au/kb/system-settings.md): The System Settings feature in Ascora gives you the flexibility to configure key system-wide settings that will help... - [๐Ÿ‘จ Creating a New Customer](https://ascora.com.au/kb/creating-a-new-customer.md): Creating and managing your customer records in Ascora is an essential step to ensure smooth operations and accurate... - [๐Ÿ“ฉ Emails Not Sending - How to Check Your Connection](https://ascora.com.au/kb/emails-not-sending---how-to-check-your-connec-2.md): If your emails are not sending, follow these steps to check your connection: Got to Administration then System Settings... - [๐Ÿ“ฒ How SMS Works](https://ascora.com.au/kb/how-sms-works-2.md): Ascoraโ€™s SMS functionality allows businesses to communicate efficiently with customers and team members by sending... - [๐Ÿ“ด How to turn off autofill in some fields in Ascora?](https://ascora.com.au/kb/how-to-turn-off-autofill-in-some-fields-in-as-2.md): Autofill is driven by your browser settings which you can disable if it's causing unnecessary details to auto-fill... - [โ˜‘ Help: How to Articles & Troubleshooting Guides](https://ascora.com.au/kb/help-how-to-articles-troubleshooting-guides-2.md): This space is were you can find How to Articles & Troubleshooting Guides How To Articles ๐Ÿ“„ How to get a Copy of my... - [๐Ÿ‘จ Adding Customer Type and Customer Contact Role](https://ascora.com.au/kb/adding-customer-type-and-customer-contact-rol.md): Classifying your customers and organizing their information is essential for effective management in Ascora. By... ## โš™๏ธ Settings & Configurations Guides - [โš™๏ธ Settings & Configurations Guides](https://ascora.com.au/kb/settings-configurations-guides.md): Ascoraโ€™s Administration menu provides powerful tools to customize the platform to fit your business needs. Whether... - [๐Ÿข Admin](https://ascora.com.au/kb/admin.md): The Admin section in Ascora provides essential tools to configure and manage your business settings. This section... - [๐Ÿข Company Details](https://ascora.com.au/kb/company-details.md): The Company Details section in Ascora allows you to set up and manage key business information, ensuring consistency... - [๐Ÿ‘จโ€๐Ÿซ Customer Portal](https://ascora.com.au/kb/customer-portal.md): The Customer Portal Settings in Ascora allow you to control how customers interact with their Jobs and Quotes online.... - [๐Ÿšซ How to Update Terms & Conditions](https://ascora.com.au/kb/how-to-update-terms-conditions.md): Keeping your Terms & Conditions up to date is essential for clear communication with your clients. Ascora allows you to... - [๐Ÿ‘ฅ Scheduler Groups](https://ascora.com.au/kb/scheduler-groups.md): Scheduler Groups allow you to control the order of the technicians shown in the Scheduler. You can also filter the... - [๐Ÿง‘ User Look Ups](https://ascora.com.au/kb/user-look-ups.md): The User Lookups section in Ascora allows you to customize and manage key details related to your workforce. This... - [๐Ÿง‘ Users](https://ascora.com.au/kb/users.md): In this section you can: View your users Add a new user Review what access your users have Display active, inactive ,... - [๐Ÿ™๏ธ Using Multiple Companies in Ascora](https://ascora.com.au/kb/using-multiple-companies-in-ascora-2.md): Ascora allows you to manage multiple businesses within a single system, making it easier to oversee different brands,... - [โœ Create a Task](https://ascora.com.au/kb/create-a-task.md): In Ascora, Tasks function as reminders for important actions or follow-ups, ensuring that nothing is overlooked in your... - [๐ŸŒ API Endpoints](https://ascora.com.au/kb/api-endpoints.md): You will need to retrieve your Auth Key from the Administration menu within Ascora. This needs to be included in the... - [๐ŸŒ API Settings](https://ascora.com.au/kb/api-settings.md): The API Settings page allows you to create an API key in which can be used to push/pull data from/to Ascora. To... - [๐Ÿ“Ž Attachment Categories](https://ascora.com.au/kb/attachment-categories.md): Attachment Categories allow you to group related attachments together, making it easier to access, filter, and manage... - [๐Ÿ—“๏ธ Displaying Ascora Bookings in your External Calendar](https://ascora.com.au/kb/displaying-ascora-bookings-in-your-external-c.md): Ascora allows you to display your job and quote bookings in external calendar applications such as Google Calendar,... - [๐Ÿ“‡ Enquiries](https://ascora.com.au/kb/enquiries.md): The Enquiries feature in Ascora allows you to capture customer inquiries directly from your website or shared links,... - [๐Ÿ—“๏ธ External Calendar](https://ascora.com.au/kb/external-calendar.md): The External Calendar settings in Ascora allow you to sync your job, quote, and leave bookings with an external... - [๐Ÿ’ป How to add a Custom Field](https://ascora.com.au/kb/how-to-add-a-custom-field.md): ๐Ÿ“ฝ Watch the video guide โคต https://ascora.wistia.com/medias/ysz0zp87ny Contents Overview Adding a Custom Field... - [๐Ÿ“ง How to set up your Gmail account on Ascora and send emails from a different Email Address](https://ascora.com.au/kb/how-to-set-up-your-gmail-account-on-ascora-an.md): This guide will walk you through the process of linking your Gmail account to Ascora so you can send emails directly... - [๐Ÿ“ฆ Inventory](https://ascora.com.au/kb/inventory.md): This section allows you to manage your supply storage by assigning stock locations, which streamline inventory... - [๐Ÿข Jobs](https://ascora.com.au/kb/jobs.md): The Jobs Administration section in Ascora allows you to configure various settings that streamline job management.... - [๐Ÿ—Ž Quotes](https://ascora.com.au/kb/quotes.md): The Quotes Administration section in Ascora allows you to configure various settings related to your quoting process.... - [๐Ÿšจ Response Colours](https://ascora.com.au/kb/response-colours.md): Response Colours allow you to visually highlight specific responses across your document templates by applying... - [โญ Sales](https://ascora.com.au/kb/sales.md): The Sales Settings section in Ascora allows you to define lead ratings, helping your team prioritize enquiries based on... - [๐Ÿ” Setting up Two-Factor Authentication in Ascora](https://ascora.com.au/kb/setting-up-two-factor-authentication-in-ascor.md): Two-Factor Authentication (2FA) provides an added layer of security for your account and company data. Ascora offers... - [โš™๏ธ Settings](https://ascora.com.au/kb/settings.md): The Settings section in Ascora provides essential tools for configuring and managing your business settings. This area... - [๐Ÿ”ข Statement Settings](https://ascora.com.au/kb/statement-settings.md): The Statement Settings section in Ascora allows you to customize how overdue invoices and statements are displayed,... - [๐Ÿ”จ Supplies](https://ascora.com.au/kb/supplies.md): The Supplies Administration section in Ascora allows businesses to categorize, price, and track supplies efficiently.... - [๐Ÿ‘ทโ€โ™€๏ธ Customers](https://ascora.com.au/kb/clients.md): The Clients section in Ascora (located under Administration โ†’ Clients allows you to configure how customers and their... - [๐Ÿ” Account Locked due to Issue in Processing Monthly Invoice](https://ascora.com.au/kb/account-locked-due-to-issue-in-processing-mon.md): Your credit card payment for your Ascora monthly subscription is being processed on the invoice date or payment... - [๐Ÿ“„ How to get a Copy of my Monthly Invoice](https://ascora.com.au/kb/how-to-get-a-copy-of-my-monthly-invoice.md): You will be able to retrieve a copy of your invoice by following the below steps. 1. Once logged into Ascora, please... - [๐Ÿ— How to Reset Password](https://ascora.com.au/kb/how-to-reset-password.md): Passwords can be reset via the Forgot Password link โ€“ this is displayed at the bottom of the login screen. Note: If... - [๐Ÿ”’ I got locked out due to multiple failed log in attempts, how can I unlock my account?](https://ascora.com.au/kb/i-got-locked-out-due-to-multiple-failed-log-i.md): If you've been locked out due to multiple unsuccessful log in attempts, access will automatically unlock after 30... - [โš™ Your Ascora Account & Subscription](https://ascora.com.au/kb/your-ascora-account-subscription.md): Below are guides specific to your Ascora Account & Subscription. ๐Ÿ“„ How to get a Copy of my Monthly Invoice ๐Ÿ” Account... - [๐Ÿงฎ Accounting](https://ascora.com.au/kb/accounting.md): The Accounting Settings section in Ascora Administration offers a comprehensive suite of tools designed to help you... - [๐Ÿ–‡๏ธ Accounts Integration](https://ascora.com.au/kb/accounts-integration.md): The Accounts Integration settings page in Ascora provides a centralized area for connecting your preferred accounting... - [๐Ÿ’ธ Credit Notes](https://ascora.com.au/kb/credit-notes-2.md): The Credit Notes section in the Administration โ†’ Accounting area allows you to create credit notes to adjust or correct... - [โŒ Errors when sending Invoices to Xero](https://ascora.com.au/kb/errors-when-sending-invoices-to-xero.md): Error Message in Ascora Invoice Screen Notes/Action Required Action Required in Ascora Action Required in Xero Failed... - [๐Ÿ’ณ How Credit Card Surcharges Work](https://ascora.com.au/kb/how-credit-card-surcharges-work.md): A credit card surcharge is an extra charge that customers pay on top of the price of goods or services . This surcharge... - [๐Ÿงพ How to Change Statement Reference Fields](https://ascora.com.au/kb/how-to-change-statement-reference-fields.md): Statement Document format is standard across Ascora accounts which means that formatting cannot be changed unlike... - [๐Ÿ“„ How to manually push Invoices across to Accounting Package](https://ascora.com.au/kb/how-to-manually-push-invoices-across-to-accou.md): Invoices are being pushed across to accounting package every 30 minutes interval but there might be some instances when... - [๐Ÿ’ต How to Set Up Rates & Charges](https://ascora.com.au/kb/how-to-set-up-rates-charges.md): This guide explains how to configure labour roles and rates in Ascora, which directly impact the cost calculations on... - [๐Ÿ’ณ Payments & Tax](https://ascora.com.au/kb/payments-tax.md): The Payments and Tax section in Ascora allows you to configure essential financial settings that affect how taxes,... - [๐Ÿ”‚ Payments from my Accounting Package are not coming back to Ascora](https://ascora.com.au/kb/payments-from-my-accounting-package-are-not-c.md): 1. Go to the Reports โ†’ Invoice Report โ†’ enter the Date Range and click Generate Reconciliation Report and Fix... - [๐Ÿ’ป Payments to Send](https://ascora.com.au/kb/payments-to-send.md): The Payments to Send section is where you can review all pending payments that are scheduled to be sent to your... - [โžฟ Payroll & Payroll Settings](https://ascora.com.au/kb/payroll-payroll-settings.md): The Payroll and Payroll Settings page in Ascora is designed to help you review employee timesheets and streamline the... - [๐Ÿ’ฒ Quick Sale Configuration](https://ascora.com.au/kb/quick-sale-configuration.md): The Quick Sale setup in Ascora streamlines the process of capturing sales transactions quickly and efficiently. This... - [๐Ÿ“„ Statements](https://ascora.com.au/kb/statements.md): The Statements section in Ascora lets you manage your customers' financial statements by providing a comprehensive view... - [โฐ Timesheet Rules](https://ascora.com.au/kb/timesheet-rules-2.md): The Timesheet Rules settings in Ascora help automate the calculation of overtime and penalty rates, ensuring that work... - [Splitting Income Codes](https://ascora.com.au/kb/splitting-income-codes.md): ๐Ÿ“ฝ Watch the video guide โคต Video guide (to be re-embedded): Tutorials - Splitting Income Codes In Ascora, you are able... - [๐Ÿ“ƒ Document Template User Guide](https://ascora.com.au/kb/document-template-user-guide-2.md): Ascora Document Templates Ascora utilises Microsoft Word as the basis for document templates created in the system.... - [๐Ÿ—’๏ธ How to Add a Merge Field in your Document Template](https://ascora.com.au/kb/how-to-add-a-merge-field-in-your-document-tem-2.md): Merge fields allow you to automatically populate key details in your document templates, eliminating manual entry and... - [๐Ÿ“ง How to Create Email Templates](https://ascora.com.au/kb/how-to-create-email-templates.md): Ascora lets you send emails from various parts of the systemโ€”such as Scheduler, Jobs, Quotes, Customers, Invoices, and... - [๐Ÿ“ฒ How to Create SMS Templates](https://ascora.com.au/kb/how-to-create-sms-templates.md): Ascora simplifies communication by allowing you to send SMS messages from various areas of the systemโ€”whether it's... - [๐Ÿงพ How to Update a Document Template](https://ascora.com.au/kb/how-to-update-a-document-template-2.md): Document Templates are your quote templates, invoice templates, purchase order templates, job cards, etc. Document... - [๐Ÿ“„ Templates](https://ascora.com.au/kb/templates.md): The Templates Settings section in Ascora Administration provides you with a comprehensive set of tools to design and... - [โ–ถ๏ธ How Custom Fields Work in Custom Forms](https://ascora.com.au/kb/how-custom-fields-work-in-custom-forms-2.md): Ascora provides standard fields for key areas like Job Cards, Customers, and Purchase Orders. However, businesses often... - [๐Ÿ”ƒ Automation](https://ascora.com.au/kb/automation.md): The Automation Settings section in Ascora Administration empowers you to optimize your daily operations by automating... - [๐Ÿ’ฌ Booking Confirmation (Manual)](https://ascora.com.au/kb/booking-confirmation-manual.md): Effective communication with your customers is key to smooth operations. With Ascora, you can customize your SMS... - [๐Ÿ’ฌ Booking Notification (Auto)](https://ascora.com.au/kb/booking-notification-auto.md): Effective communication with your mobile team is essential for smooth daily operations. This guide explains how to set... - [๐Ÿ” Creating Follow Ups for Completed Jobs](https://ascora.com.au/kb/creating-follow-ups-for-completed-jobs.md): Automated follow-ups in Ascora help you stay engaged with your clients by sending timely reminders about outstanding... - [๐Ÿ” Creating Follow Ups for Outstanding Quotes](https://ascora.com.au/kb/creating-follow-ups-for-outstanding-quotes.md): Automated follow-ups for outstanding quotes help ensure that your clients receive timely reminders, reducing manual... - [๐Ÿ” Creating Follow Ups for Overdue Invoices](https://ascora.com.au/kb/creating-follow-ups-for-overdue-invoices.md): Automated follow-ups for overdue invoices simplify the process of managing outstanding payments. This guide explains... - [โคด๏ธ Follow Ups History](https://ascora.com.au/kb/follow-ups-history.md): The Follow Ups History page provides a centralized log of all automated follow-ups sent for quotes, jobs, and invoices.... - [๐Ÿšš On Approach Notification - On The Way](https://ascora.com.au/kb/on-approach-notification---on-the-way.md): Ascoraโ€™s On Approach Notification feature helps keep your field teams informed by prompting them to send an SMS alert... - [๐Ÿ“ฉ Received Email History - for Automatic Supplier Invoice Import or Job Import](https://ascora.com.au/kb/received-email-history---for-automatic-suppli.md): When you are using automatic supplier invoice import, there's an area where you can see the details or logs every time... - [๐Ÿ“ Setting up Automated Reminders for Scheduled Jobs or Quotes](https://ascora.com.au/kb/setting-up-automated-reminders-for-scheduled-.md): By setting up SMS and Email reminders, you can ensure that your team and clients receive timely notifications about... - [๐Ÿ“ฑ Android App](https://ascora.com.au/kb/android-app.md): Welcome to the Ascora Android App Knowledge Base. This section serves as an overview of all the resources available to... - [๐Ÿ“ณ Equipment Pass/Fail Test from the Android Mobile App](https://ascora.com.au/kb/equipment-passfail-test-from-the-android-mobi.md): The Ascora Android app allows you to efficiently manage equipment testing directly from the job details screen. With... - [๐Ÿ“„ How to access Custom Form from the Android App](https://ascora.com.au/kb/how-to-access-custom-form-from-the-android-ap.md): The Ascora Android app allows you to access, complete, and test custom forms directly from your mobile device. This... - [๐Ÿ”ค How to access Equipment Custom Fields in Android App](https://ascora.com.au/kb/how-to-access-equipment-custom-fields-in-andr.md): The Ascora Android app allows you to view and manage custom fields for equipment directly from the job screen. Custom... - [๐Ÿ“ž How to Add Callout Fee from the Android Mobile App](https://ascora.com.au/kb/how-to-add-callout-fee-from-the-android-mobil.md): Easily add Callout Fees on the go with the Ascora Android app. Whether youโ€™re working on a job or preparing a quote,... - [๐Ÿ’ผ How to Add Labour Charges from the Android Mobile App](https://ascora.com.au/kb/how-to-add-labour-charges-from-the-android-mo.md): The Ascora Android app allows you to easily add labour charges directly from your mobile device, ensuring that job... - [๐Ÿ“ฑ How to change mobile app filter in Android App](https://ascora.com.au/kb/how-to-change-mobile-app-filter-in-android-ap.md): The Mobile App filter in Ascora is a powerful tool that helps users customize their view of jobs, quotes, invoices, and... - [๐Ÿ”„ How to Check In to Unscheduled Jobs in Android Mobile App](https://ascora.com.au/kb/how-to-check-in-to-unscheduled-jobs-in-androi.md): The Ascora Android app allows users to easily manage unscheduled jobs, ensuring that work is accurately tracked even... - [๐Ÿ“ How to check Location Settings in Android](https://ascora.com.au/kb/how-to-check-location-settings-in-android.md): When setting up Ascora App for the first time, a notification appears to allow or deny access to location. It is... - [๐Ÿ“ฑ How to check Mobile App Version](https://ascora.com.au/kb/how-to-check-mobile-app-version.md): For Client Admin role, you can check the mobile app version as this is helpful in a scenario when one mobile user keeps... - [๐Ÿ”ƒ How to Clear Data on Android Mobile App](https://ascora.com.au/kb/how-to-clear-data-on-android-mobile-app.md): Clearing data on the Ascora Android Mobile App is useful when switching between user accounts, troubleshooting issues,... - [๐Ÿ’ฒ How to Create Purchase Order on Android Mobile App](https://ascora.com.au/kb/how-to-create-purchase-order-on-android-mobil.md): The Ascora Android app simplifies purchase order (PO) management, allowing you to create, edit, and track purchase... - [๐Ÿ“ฒ How to Make Payments on Android Mobile App](https://ascora.com.au/kb/how-to-make-payments-on-android-mobile-app.md): The Ascora mobile app allows you to easily process payments on the go, ensuring seamless transactions while on-site.... - [โœ… How to Mark a Job as Complete in the Android App](https://ascora.com.au/kb/how-to-mark-a-job-as-complete-in-the-android.md): ๐Ÿ“ฝ Watch the video guide โคต https://ascora.wistia.com/medias/7nu1x40rnw Follow these simple steps to mark a job as... - [๐ŸŽฅ How to record the screen on your Android device](https://ascora.com.au/kb/how-to-record-the-screen-on-your-android-devi.md): he screen recording feature on Android devices allows you to capture your phone's activity, making it easier to... - [๐Ÿ”„ How to Synchronise Mobile App (Android)](https://ascora.com.au/kb/how-to-synchronise-mobile-app-android.md): Synchronisation is important as it allows the changes or updates made on mobile app such as job photos or job notes... - [๐Ÿ”„ How to Upload Database in Android Mobile App](https://ascora.com.au/kb/how-to-upload-database-in-android-mobile-app.md): Uploading your database from the Ascora Android Mobile App ensures that all job details, timesheets, and other... - [๐Ÿ”ข Scanning and Adding Barcode from the Android Mobile App](https://ascora.com.au/kb/scanning-and-adding-barcode-from-the-android.md): The Ascora Android app allows you to streamline supply management by scanning barcodes to add materials directly to... - [โ†ช๏ธ Retrieving Customer Job History](https://ascora.com.au/kb/retrieving-customer-job-history.md): The Customer Job History feature in the Ascora Android app allows you to view past jobs associated with a specific... - [โ†”๏ธ How to move and adjust job booking in Android App Scheduler screen](https://ascora.com.au/kb/how-to-move-and-adjust-job-booking-in-android.md): The Scheduler feature in the Ascora Android app allows users with full access permissions to efficiently manage job... - [โ˜‘๏ธ Checking In and Out on Android](https://ascora.com.au/kb/checking-in-and-out-on-android.md): Accurate time tracking is crucial for ensuring proper billing and managing job costs. With Ascoraโ€™s intuitive Check In... - [๐Ÿ“„ How to access all Purchase Orders from the iPad Mobile App](https://ascora.com.au/kb/how-to-access-all-purchase-orders-from-the-ip.md): Keeping track of purchase orders is essential for managing supplies and ensuring smooth job completion. In the Ascora... - [๐Ÿ“„ How to Access Custom Form from the iOS App](https://ascora.com.au/kb/how-to-access-custom-form-from-the-ios-app.md): Custom forms in the Ascora iOS app allow you to standardize data collection, ensuring that important job details,... - [๐Ÿ“ฑ How to Activate Automatic Updates in iOS App](https://ascora.com.au/kb/how-to-activate-automatic-updates-in-ios-app.md): On your iPhone / iPad, go to Settings โ†’ iTunes & App Store . Under this you should turn ON 1. App Updates 2. Automatic... - [๐Ÿ“ž How to Add a Callout Fee from your iPad](https://ascora.com.au/kb/how-to-add-a-callout-fee-from-your-ipad.md): Adding a Callout Fee from your iPad is a quick and straightforward process, ensuring accurate job costing while... - [๐Ÿ›  How to add New Equipment and access Equipment Details in iOS App](https://ascora.com.au/kb/how-to-add-new-equipment-and-access-equipment.md): You can add new equipment in iOS App either from the customer screen or from the job screen. In this user guide, we add... - [โบ How to Change Mobile App Filter in iOS](https://ascora.com.au/kb/how-to-change-mobile-app-filter-in-ios.md): Mobile App filter is important as it helps to either limit or increase the number of information that a mobile user can... - [๐Ÿ”„ How to Check In to Unscheduled Jobs in Ascora App (iOS)](https://ascora.com.au/kb/how-to-check-in-to-unscheduled-jobs-in-ascora.md): The Ascora iOS app allows users to easily manage unscheduled jobs, ensuring that work is accurately tracked even when... - [๐Ÿ“ How to check Location Settings on iOS](https://ascora.com.au/kb/how-to-check-location-settings-on-ios.md): When setting up Ascora App for the first time, a notification appears to allow or deny access to location. It is... - [๐Ÿ“ฑ How to check Mobile App Version](https://ascora.com.au/kb/how-to-check-mobile-app-version-2.md): For Client Admin role, you can check the mobile app version as this is helpful in a scenario when one mobile user keeps... - [๐Ÿ“„ How to create Purchase Orders on iPad App](https://ascora.com.au/kb/how-to-create-purchase-orders-on-ipad-app.md): Managing purchase orders efficiently ensures that required materials and supplies are available when needed, preventing... - [๐Ÿ”„ How to Force Sync in iOS](https://ascora.com.au/kb/how-to-force-sync-in-ios.md): iOS App is configured to do segmental sync but it is important to note that a complete sync can take some time... - [๐Ÿ“ฝ How to record the screen on your iOS device](https://ascora.com.au/kb/how-to-record-the-screen-on-your-ios-device.md): You can record the screen on your iPhone or iPad using the built-in screen recording option on iOS devices. This is... - [๐Ÿ”„ How to Synchronise Mobile App (iOS)](https://ascora.com.au/kb/how-to-synchronise-mobile-app-ios.md): Synchronisation is important as it allows the changes or updates made on mobile app such as job photos or job notes... - [๐Ÿ”„ How to update iOS App](https://ascora.com.au/kb/how-to-update-ios-app.md): Once a new iOS App version is available, it is recommended to update your app as soon as possible. To update, access... - [๐Ÿ”„ How to Upload Database from iOS Mobile App](https://ascora.com.au/kb/how-to-upload-database-from-ios-mobile-app.md): Uploading your iPhone or iPad database allows Ascoraโ€™s support team to assist with troubleshooting, data integrity... - [๐Ÿ“ฑ iOS App](https://ascora.com.au/kb/ios-app.md): Welcome to the Ascora iOS App Knowledge Base. This section provides step-by-step guides and resources to help you get... - [๐Ÿ“ธ Permission to Access Photos](https://ascora.com.au/kb/permission-to-access-photos.md): If the user is unable to add items from their phone this would come down to the user permissions on their device. When... - [๐Ÿ“ฑ Scanning and Adding Barcode from iOS Mobile App](https://ascora.com.au/kb/scanning-and-adding-barcode-from-ios-mobile-a.md): The Ascora iOS app allows you to quickly scan and add barcodes for supplies, making inventory management more... - [โ†ฉ Retrieving Customer Job History in iOS App](https://ascora.com.au/kb/retrieving-customer-job-history-in-ios-app.md): Customer Job History keeps building in the mobile app as jobs get completed but it's important to note that when you... - [โ†”๏ธ Checking In and Out on iOS](https://ascora.com.au/kb/checking-in-and-out-on-ios.md): Keeping track of time spent on jobs is essential for accurate billing, payroll, and job costing. The Check In and Check... - [๐Ÿ‘ทโ€โ™€๏ธ How to Add Labour Charges from iPad](https://ascora.com.au/kb/how-to-add-labour-charges-from-ipad.md): Adding labour charges from your iPad ensures that job costs are accurately recorded in real time, making it easier to... - [๐Ÿ“– Managing Competencies & Certifications](https://ascora.com.au/kb/managing-competencies-certifications.md): Competencies build on user licenses and it allows you to determine which licenses the technicians have against them... - [๐ŸŽ“ Training Matrix](https://ascora.com.au/kb/training-matrix.md): The Training Matrix in Ascora's Administration section helps businesses manage employee competencies, track training... - [๐Ÿ’ณ Working with Licenses](https://ascora.com.au/kb/working-with-licenses.md): Licenses allow you to record trainings and qualifications against a particular user and it could be a driver's license,... - [๐Ÿ”  Custom Fields](https://ascora.com.au/kb/custom-fields.md): This section includes settings related to custom fields. Custom Fields ๐Ÿ”ฃ Custom Fields ๐Ÿ”ฃ Custom Fields and Equipment... - [๐Ÿ”ฃ Custom Fields](https://ascora.com.au/kb/custom-fields-2.md): The Custom Fields feature in Ascora allows you to extend the information you store across key areas of the system. By... - [๐Ÿ”ฃ Custom Fields and Equipment](https://ascora.com.au/kb/custom-fields-and-equipment.md): Ascora provides specialized Custom Fields for managing Equipment data efficiently. These fields can be created at two... ## ๐Ÿ“ฝ Video Guides - [๐Ÿ“ฝ Video Guides](https://ascora.com.au/kb/video-guides.md): How to Add a Merge Field Video guide (to be re-embedded): How to Add a Merge Field How to Edit Merge Field Video guide... ## โ˜‘ Help: How to Articles & Troubleshooting Guides - [โ˜‘ Help: How to Articles & Troubleshooting Guides](https://ascora.com.au/kb/help-how-to-articles-troubleshooting-guides.md): This space is were you can find How to Articles & Troubleshooting Guides How To Articles โ˜Ž Contacting Ascora Support ๐Ÿ“„... - [โ˜Ž Contacting Ascora Support](https://ascora.com.au/kb/contacting-ascora-support.md): 1. Contacting via Email Support Email : support@ascora.com.au Include the following in your email for faster... - [๐Ÿ“ด How to turn off autofill in some fields in Ascora?](https://ascora.com.au/kb/how-to-turn-off-autofill-in-some-fields-in-as.md): Autofill is driven by your browser settings which you can disable if it's causing unnecessary details to auto-fill... - [How to Ensure Mobile Devices Are Properly Connected and Updated](https://ascora.com.au/kb/how-to-ensure-mobile-devices-are-properly-con.md): To ensure your Ascora mobile app is up-to-date, follow these steps: Go to Administration Then Users Adjust The Filter... - [๐Ÿ“ฒ How SMS Works](https://ascora.com.au/kb/how-sms-works.md): Ascoraโ€™s SMS functionality allows businesses to communicate efficiently with customers and team members by sending... - [๐Ÿ“ฉ Emails Not Sending - How to Check Your Connection](https://ascora.com.au/kb/emails-not-sending---how-to-check-your-connec.md): If your emails are not sending, follow these steps to check your connection: Got to Administration then System Settings... ## โ“ Frequently Asked Questions