Passport365

Can you see what I can see?

When is a Live Report not a Live Report?

How to use contractors in Passport365 instead of internal fieldworkers

Managing Contractors in Passport365

Nosology

Tim Rattley

Configure Passport365 to suit your business needs

Settings

Set what is displayed on your quotes, job sheets/reports and invoices including currency, logo, payment terms and date format

How to set up basic company information, regional settings and add a logo.

How to enable and disable ( turn off and on ) modules in your account to suit your business

Modules control overview

How to create and assign staff skills to users.

Using Staff Skills

How to create staff members and set up permissions for field and office staff

Creating and updating staff members

Change the 'Reference Prefix' on jobs, quotes and invoices

How to update your reference on jobs/quotes/invoices

Setting up payment terms for use on an invoice

How to set up default Payment Terms

How to set up your charging rates and bill time increments

How to setup charging rates

Change the appearance of your quotes and invoices

Customise Quote & Invoice Templates

Updating/Creating tax rates is easy in Passport365

How to add a new tax rate

How to create staff profiles and set up permissions for field and office staff

Setting up Staff Members as Users

How to create custom roles and permissions for admin and field staff to control the information they see

Creating Roles & Permissions

Edit staff member accounts and assign categories to fieldworkers

How to edit staff members and assign categories

Set up categories in Passport365 and understand how they are used

Creating Categories

How to set up the messages and communication feature of Passport365

How to customise automated emails/messages

How to download reports to capture information

Using reports

Company Settings

Job Templates help save time by using preset information to populate the common fields on your jobs

Using Job Templates

How to categorise and colour code your events

Event categories

How to customise and use your own quote statuses

Setting up quote statuses

Let customers know you're on your way and provide an ETA of arrival

On my way Tracking

How to import cost items via XLS template

Importing cost items through Excel file (.XLS template)

How to set up cost items such as fixed services for use across Passport365 within quotes, jobs and invoices

Setting up cost items

How to use custom fields to collect data on jobs, customers, quotes and invoices

Setting up custom fields

How to customise and use your own job statuses in Passport365

Setting up job statuses

Using Passport365 to manage your stock inventory (create a stock item, location and set alerts for low stock levels)

Create a Stock Item

View the manual and automated email messages that have been sent to customers

Viewing Email History

Work Settings

How to change your password and how to fix login issues

How to change your password / Login issues

How to clear the history (cache) of your web browser

Clearing your browser history

Other

See what Passport365 are doing to stay compliant with GDPR data protection

GDPR - Genaral Data Protection overview

How to manage your customer and staff member data to comply with GDPR rules

Managing customer and staff data to comply with GDPR

Data Protection - GDPR

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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