iManage

Getting Started 3

• Getting a trial
• Setting up the App and logging into your personal Onsite Pro software
• Enter your company details - address, bank account and document number starts.

Customise the software and app 2

• Add your company logo
• Change Colours of Web interface, Quotes, Invoices Purchase orders and Job sheets

Customer Management 4

• Add a new customers
• Add multiple addresses / depots / sites to a customer
• Add multiple contacts to a customer file
• Notes

Quote management 4

• Selecting a customer for quote in Onsite Pro
• Adding details about the job in the quote in Onsite Pro
• Adding Additional Details
• Uploading documents to a quote in onsite pro