Smartworks guides

For the owner or admin setting Smartworks up: signing up, connecting Xero and adding your team.

• Connect Smartworks to Xero
• Add a team member
• Add plant and equipment

For the office running the day from the desktop: creating jobs, booking team members and invoicing.

• The header bar
• Create a job
• Record a cash sale

For team members on site: seeing their jobs, starting and stopping work, and adding parts and photos.

• Moving around the app
• The home screen
• My Jobs

For admins configuring Smartworks: company details, users, feature settings, job statuses, products and the Xero connection.

• Company details
• Users and roles
• Add new users

For owners, admins and accountants: what Smartworks reads from Xero, what it writes back, and when.

• The Xero connection and cached data
• Customers and suppliers
• Products and items

For whoever manages stock: how Smartworks tracks stock on hand, cost and movements, and how that fits with Xero.

• Track stock for a product
• Stock on hand and incoming
• Xero and stock