⚙️ Settings
🌐 API Endpoints
You will need to retrieve your Auth Key from the Administration menu within Ascora. This needs to be included in the Header for any request...
🌐 API Settings
The API Settings page allows you to create an API key in which can be used to push/pull data from/to Ascora. To Generate and API key simply...
📎 Attachment Categories
Attachment Categories allow you to group related attachments together, making it easier to access, filter, and manage your files across Jobs...
🗓️ Displaying Ascora Bookings in your External Calendar
Ascora allows you to display your job and quote bookings in external calendar applications such as Google Calendar, iPhone Calendar, and Out...
📇 Enquiries
The Enquiries feature in Ascora allows you to capture customer inquiries directly from your website or shared links, making it easier to con...
🗓️ External Calendar
The External Calendar settings in Ascora allow you to sync your job, quote, and leave bookings with an external calendar such as Google Cale...
💻 How to add a Custom Field
📽 Watch the video guide ⤵ https://ascora.wistia.com/medias/ysz0zp87ny Contents Overview Adding a Custom Field Rearranging Custom Fields Tes...
📧 How to set up your Gmail account on Ascora and send emails from a different Email Address
This guide will walk you through the process of linking your Gmail account to Ascora so you can send emails directly from Ascora, including...
📦 Inventory
This section allows you to manage your supply storage by assigning stock locations, which streamline inventory management and ensure that su...
🏢 Jobs
The Jobs Administration section in Ascora allows you to configure various settings that streamline job management. These settings include de...
🗎 Quotes
The Quotes Administration section in Ascora allows you to configure various settings related to your quoting process. This includes setting...
🚨 Response Colours
Response Colours allow you to visually highlight specific responses across your document templates by applying consistent background or font...
⭐ Sales
The Sales Settings section in Ascora allows you to define lead ratings, helping your team prioritize enquiries based on their potential to c...
🔐 Setting up Two-Factor Authentication in Ascora
Two-Factor Authentication (2FA) provides an added layer of security for your account and company data. Ascora offers the flexibility to enfo...
⚙️ Settings
The Settings section in Ascora provides essential tools for configuring and managing your business settings. This area allows you to customi...
📊 Stages
The Stages section in Ascora allows you to define and manage the various stages of Jobs and Quotes. Using stages helps you track progress, s...
🔢 Statement Settings
The Statement Settings section in Ascora allows you to customize how overdue invoices and statements are displayed, ensuring your clients re...
🔨 Supplies
The Supplies Administration section in Ascora allows businesses to categorize, price, and track supplies efficiently. These settings help en...
👷♀️ Clients
The Clients section in Ascora (located under Administration → Clients allows you to configure how customers and their contacts are classifie...