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QELM Docs

Office Admin

Use this path if you run the office side of QELM.

Office pathDaily work

What you own

Section titled “What you own”

Workspace setup

Company details, defaults, billing, and support requests.

People and access

Users, roles, permissions, and crew join links.

Customer documents

Estimates, invoices, PDFs, payment links, and customer-facing information.

Payment records

Online payments, manual payments, balances, and invoice status.

Read in this order

Section titled “Read in this order”

  1. Read Set Up Your Company.

  2. Read Roles and Permissions.

  3. Read People & Access.

  4. Read Estimates.

  5. Read Invoices.

  6. Read Billing and Stripe Setup.

Daily checks

Section titled “Daily checks”
  • Are new users set up with the right role?
  • Are estimates clear before they are sent?
  • Are invoices correct before customers see them?
  • Are payments recorded against the right invoice?
  • Are support requests submitted with enough detail?