Guides

This section covers the everyday workflows your team uses in QELM. Use it as a training path first, then as a feature reference later.

Best first path

If this is a new workspace, do the setup path first. Then move one job through the system from estimate to report.

What lives here

Set up the workspace

Start with people, roles, company settings, support, and activity.

Move work through the system

Estimate the job, schedule it, track it, invoice it, and read the report.

Train each role

Owners, office admins, managers, and field workers each get a clear first path.

Use the feature library

Jump straight to a screen when you already know what you need.

First workspace setup

1. Open People & Access and invite the right people.

2. Open Settings, Support & Activity and fill in company details.

3. Check roles and permissions before users start daily work.

4. Create one test job and move it through the main workflow.

Main workflow

1. Create an estimate for the work.

2. Schedule the job on the dispatch board.

3. Track the job as work, cost, files, and income change.

4. Send the invoice and record payment.

5. Read reports to see what happened.

How to use these guides

Each guide is focused on one workflow and assumes you are signed in to your own workspace. If you are brand new, start with the docs home, then come back here for the step-by-step on the part you need.

The guides describe the stable, day-to-day workflows. As QELM grows, this section grows with it — new guides are added as part of shipping each new capability, so the documentation keeps pace with the product.

For connecting QELM to other tools, see the API overview. For quick answers, see the FAQ.