📃 Ascora Feature Guides

Ascora offers a wide range of powerful features designed to streamline your business processes, boost productivity, and enhance overall efficiency. From scheduling tools to advanced reporting, these guides will walk you through each functionality step by step, helping you get the most out of your Ascora account. Whether you’re looking to fine-tune your job management, optimize quoting, or explore integrations, our comprehensive Feature Guides provide everything you need to leverage Ascora’s full potential.

With Ascora, you can:

• Automate and simplify everyday tasks using built-in scheduling and workflow tools.

• Gain insights into performance with robust reporting and analytics.

• Customize settings, templates, and notifications to fit your unique business requirements.

• Seamlessly connect with other applications and integrations for a more cohesive ecosystem.

Explore the guides below to discover how Ascora’s features can help you save time, reduce errors, and grow your business.

Managing customers effectively is essential for driving growth and ensuring high customer satisfaction. Ascora’s comprehensive tools enable you to maintain organized customer records, leverage customer types and contact roles for targeted support, create self-service customer portals, and seamlessly import or export data. Whether you need to handle multi-site relationships, link third-party billing, or simply access records quickly, these resources offer all the guidance you need to streamline communication and optimize your customer management processes.

Efficiently managing jobs is central to any successful service operation, and Ascora’s powerful tools streamline this process from start to finish. These guides offer step-by-step instructions and best practices on everything from adding checklists, attachments, and variations, to managing recurring jobs and job types. You’ll also learn how to track labor, expenses, and suppliers, set up callout fees, and convert customer queries into actionable tasks—ensuring accurate costs, smooth workflows, and satisfied customers.

Producing professional, accurate quotes is essential for winning business and maintaining clear communication with your clients. Ascora’s comprehensive quoting features enable you to manage every step—from creating new quotes or templates to adding detailed breakdowns, optional items, and even marking a quote as lost or accepted. Whether you need to attach relevant documents, track your quote pipeline, or convert an approved quote directly into a job, these guides provide all the best practices and tools you’ll need.

Efficient scheduling is the cornerstone of a streamlined and productive business. With Ascora's robust scheduling features, you can ensure your team operates smoothly, minimizes downtime, and delivers exceptional service to clients. Whether you need to book jobs or quotes directly from their details pages, utilize map-based planning, or manage staff availability using roster views, Ascora empowers you to stay organized and responsive.

Efficient invoicing is crucial for maintaining cash flow, ensuring accuracy, and keeping your financial records organized. With Ascora’s invoicing tools, you can generate, send, and manage invoices seamlessly—whether for individual jobs, progress claims, or bulk invoicing.

Managing your Purchase Orders effectively is key to controlling costs, ensuring smooth job execution, and maintaining strong supplier relationships. Ascora provides a comprehensive suite of tools that streamline your purchasing workflow, helping you track supplies, manage approvals, and integrate purchases directly with jobs.

Accurate timesheet management is essential for tracking labor costs, improving efficiency, and ensuring seamless payroll integration. Ascora’s Timesheet tools help businesses record work hours, generate reports, and sync data with payroll systems, reducing errors and administrative workload. Whether you need to edit timesheets, analyze reports, or integrate with MYOB and Xero, these guides will help you streamline workforce tracking and compliance with ease.

Effectively managing your team in Ascora is essential for boosting productivity, maintaining security, and streamlining operations.

Optimizing your supply and materials management is key to keeping projects on track and reducing costs. Ascora offers a powerful suite of tools that help you efficiently track supplies, manage supplier relationships, and bundle materials into kits for streamlined operations.

Efficient purchase order management ensures you have the right supplies at the right time, helping control costs and avoid project delays. Ascora provides a flexible Purchase Order system that lets you create new orders from scratch, generate them directly from job supplies, or combine multiple orders for simplification. With built-in approval processes, imports, and reassignments, you can maintain a clear oversight of your procurement workflow.

Effective inventory management is essential for maintaining accurate stock levels, reducing costs, and ensuring job efficiency. Ascora’s inventory tools help you track supplies, manage pricing, and monitor stock movement across multiple locations. Whether you need to adjust stock levels, create price lists, track inventory movement, or streamline supplier invoicing, these guides provide clear instructions to help you maintain a well-organized and efficient inventory system.

Keeping your equipment properly tracked, maintained, and serviced is key to reducing downtime, improving safety, and enhancing customer satisfaction. With Ascora’s comprehensive equipment management tools, you can monitor equipment details, schedule recurring maintenance, perform compliance testing, and track ownership transfers seamlessly. From barcode scanning in the field to automated service reminders, Ascora ensures that your business stays on top of preventative maintenance and regulatory compliance, while making it easier to manage assets across multiple locations and customers.

Managing enquiries effectively is essential for converting potential leads into valuable customers. Ascora’s Enquiry system helps you centralize and streamline incoming customer requests, ensuring no opportunity slips through the cracks. With features that allow you to capture enquiries from various sources, track their status, and seamlessly convert them into quotes or jobs, Ascora simplifies your lead management process.

Efficient fleet and workforce management starts with real-time GPS tracking. Ascora’s GPS solutions provide businesses with complete visibility into team movements, vehicle usage, and trip history, allowing for better route planning, improved accountability, and optimized operations.

Efficient fleet and workforce management starts with real-time GPS tracking. Ascora’s GPS solutions provide businesses with complete visibility into team movements, vehicle usage, and trip history, allowing for better route planning, improved accountability, and optimized operations.

Tracking and analyzing business data is essential for maintaining efficiency, improving financial accuracy, and making data-driven decisions. Ascora’s reporting tools allow you to monitor key metrics such as financial performance, project progress, and workforce productivity.

Efficiently managing your workflow starts with having the right insights at your fingertips. Ascora’s Dashboard and Map features provide real-time visibility into key business metrics, job locations, and team movements, helping you stay on top of daily operations.

Managing data efficiently is key to keeping operations smooth and minimizing manual work. Ascora's importing tools allow you to bring in essential business data—such as customers, jobs, quotes, supplier price lists, and timesheets—quickly and accurately. Whether you're importing data for the first time, making bulk updates, or setting up automated imports, these processes help streamline your workflow and maintain data integrity.

Once you’ve mastered the basics, it’s time to explore Ascora’s advanced features to further streamline operations, improve service quality, and enhance customer satisfaction. These tools help you automate repetitive tasks, standardize workflows, and leverage customer feedback—saving you time while improving consistency and reliability.

Custom forms in Ascora allow businesses to tailor their data collection process for jobs, quotes, and inspections. Whether you need to capture client signatures, attach photos, or record essential job details, custom forms provide a structured, flexible, and efficient way to ensure critical information is gathered accurately.

Clear, professional, and branded documentation is essential for maintaining consistency and credibility in your business. Ascora’s Document Templates empower you to customize quotes, invoices, work orders, and other key documents to suit your business needs. With features such as merge fields, images, and custom fields, you can tailor each document to dynamically pull relevant details, reducing manual input while ensuring accuracy.

Streamline your quoting and inventory processes by integrating Ascora seamlessly with Groundplan. This powerful integration allows you to efficiently create accurate project take-offs, manage quotes, and optimize your inventory directly within Ascora. Whether you're setting up your initial integration, managing quotes, or leveraging inventory kits, these guides provide everything you need to maximize efficiency and accuracy in your workflow.