Settings
- How to Show or Hide Client Details from Staff.
- How to Automatic Job Date Adjustment Based on Mobilisations
- How to Set Up Custom Fields for Jobs.
- How to Enter or Edit Your Quotation For List in SprintSuite
- How to Enter or Edit Roles in SprintSuite
- How to Create, Modify, and Manage Job Statuses in SprintSuite
- Updating Your Billable Companies Details.
- Setting Up Note Categories.
- Setting a Bill Approval Threshold in SprintSuite
- Adding Phases to Jobs in SprintSuite.
- How to Make Timesheet Descriptions Optional.
- Adding Rates for Staff, Assets, and Items.
- How to Integrate with Xero
- Controlling User Access to Job Edits During Invoiced Status
- How to approve Leave Requests.
- How to provide Admin or Staff access.
- How to submit a Leave Request.
- How to Set Up an Approval Checklist.
- How to email the Daily Claim Sheet to the client after timesheet sign off.
- How to add Products and Product Codes against your Suppliers.
- How to set up Leave Approvers per Department.
- How to enter a Payrate Template.
- Creating and editing Quote Templates.
- Create roles to specify the level of admin access each member of your staff has.
- How to set up Leave Types.
- How to enter a Location.
- How to sync my SprintSuite Clients to my Xero.
- How to enter and edit a client in your portal.
- How to set up Departments.
- How to create your own Invoice Template.