Ascora Help Guides

Customers

• Create a New Customer
• Create Customer Contacts
• Create Multiple Sites for a Customer
• Link a Third-Party Billing Customer to a Site Customer
• Search for an Existing Customer
• Import and Export Customer Data

Materials & Kits

• Import a Supplies List / Price File
• Create a New Supply Item
• Create a Kit

Quotations

• Create a New Quote
• Search for an Existing Quote
• Add Details to a Quote
• Add a Checklist to a Quote
• Add Supplies to a Quote
• Add Labour Charges to a Quote
• Add a Callout Fee to a Quote
• Add Attachments to a Quote
• Schedule a Quote from the Quote Details
• Schedule a Quote from the Scheduler
• Generate and Send a Quote
• Convert a Quote to a Job
• Mark a Quote as Lost

Jobs

• Create a New Job
• Create a Section Based Job
• Search for an Existing Job
• Add Details to a Job
• Add a Checklist to a Job
• Add Supplies to a Job
• Add Labour Charges to a Job
• Add a Callout Fee to a Job
• Add Attachments to a Job
• Add a Variation to a Job
• Schedule a Job from the Job Details
• Record an Expense Against a Job
• Cancel or Delete a Recurring Job
• Close a Job
• Invoice and Close a Job

Scheduling

• Navigating the Scheduler
• Schedule a Quote from the Quote Details
• Schedule a Quote from the Scheduler
• Schedule a Job from the Job Details
• Schedule a Job from the Scheduler

Invoicing & Claims

• Generate and Send an Invoice
• Invoice and Close a Job
• Search for an Existing Invoice
• Download or Email Multiple Invoices
• Generate a Progress Claim for a Fixed Price or Time & Materials Job
• Generate a Progress Claim for a Sections Based Job
• Manage Retentions

Administration

• Create a Checklist
• Create a Task
• Create a New Enquiry
• Search for an Existing Enquiry
• Convert an Enquiry to a Quote or a Job
• Create an On-Demand Job Template
• Create a Quote or Job Using an On-Demand Template
• Create a Recurring Job

Suppliers and Purchase Orders

• Create a Purchase Order for Supplies on a Job
• Create a Blank Purchase Order
• Search for an Existing Purchase Order
• Receive & Process a Supplier's Invoice Manually
• Receive & Process a Supplier's Invoice by Import

Accounts

• Integrating Ascora with MYOB Essentials
• Integrating Ascora with MYOB AccountRight
• Integrating Ascora with QuickBooks
• Integrating Ascora with Xero