Task Help
Task help
Start with the problem.
If you know what you are trying to do, use this page. It points to the shortest useful guide for the task.
Setup and access
Get into the right workspace.
I am new to QELMUse the first-day path for a new workspace.
Set up my companyAdd company details, defaults, users, and billing.
Fix access or permissionsUnderstand Admin, Manager, Employee, and overrides.
Use mobile helpShort links for in-app and small-screen help.
Daily work
Move work through QELM.
Understand the job flowEstimate, dispatch, job, invoice, payment, report.
Schedule workUse dispatch to assign work to the right people.
Track a jobRead job details, costs, income, profitability, and files.
Enter timeClock in/out, edit time, approve weeks, and understand overtime.
Money
Bill, collect, and report.
Send an estimateCreate, send, approve, and convert work.
Send an invoiceCreate invoices, record payments, and read balances.
Fix billing or StripeWorkspace billing and online invoice payments.
Read reportsUnderstand the numbers after the work is done.