Owner / Operator

Use this path if you care most about business control: jobs, profit, invoices, payroll, billing, and reports.

Owner pathStart here

What you should understand first

The job flow

QELM connects estimate, dispatch, job tracking, invoice, payment, and report.

Money in and out

Reports only make sense when invoices, payments, expenses, labor, and payroll are entered correctly.

Who can do what

Access control matters. Owners should know who has Admin and Manager access.

Billing and Stripe

Workspace billing keeps QELM active. Stripe Connect lets customers pay invoices online.

Read in this order

1. Read How a Job Moves Through QELM.

2. Read Reports.

3. Read Jobs.

4. Read Invoices.

5. Read Payroll.

6. Read Billing and Stripe Setup.

Daily checks

• Are new jobs being entered?
• Are invoices sent on time?
• Are payments recorded?
• Are labor and expenses attached to the right jobs?
• Do reports match what you expect from the business?

Do not skip access review

Owners should know who has Admin access. Admins can manage users, billing, settings, and permissions.