FAQ

How do I add a new Job Site or Vendor?

To enter Purchase Orders, you'll first have to set up a Job site and a Vendor.

You can add job sites and vendors from the desktop app.

Set up a Job site

• From the main screen of the Portal, select Job sites

• Press Ctrl+E to create a new Job Site

• Enter the Job site name and address (optional)

• Press Ctrl+Q to save the Job site

• Select which users have permission to create Purchase Orders for this job site

Set up Vendors

• From the main screen of the Portal, select Vendor list

• Press Ctrl+E to create a new vendor

• Enter the Vendor name and address (optional)

• Press Ctrl+Q to save the new vendor

• In the User rights tab, select which users have permission to create Purchase Orders with this vendor

To edit an existing Vendor, select that vendor and press Ctrl+M. Then press Ctrl+Q to save.

Select the Sync option to get the new job site or vendor on the mobile app. (or log out and log in again if the sync option is not available)

If you have many job sites and vendors, please contact Support for a template that will allow you to upload in bulk.

How to I export Purchase Orders to QuickBooks?

After adding POs in the mobile app, you can export them to QuickBooks from the desktop app.

How do I select which job sites are available to each user?

You can limit each user to specific job sites by setting the User Rights for your job sites.

Check or uncheck the user name on the Job site screen to allow them to create POs for that job site.