Q01
What should I check first on the dashboard?
Start with today's open work, overdue items, and latest activity. This gives you a fast operational overview.
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FAQ
Frequently asked questions by menu.
Each section follows your workspace menu, with quick practical answers.
Dashboard menu
Understand what the dashboard shows and how to use it day to day.
Dashboard menu
Understand what the dashboard shows and how to use it day to day.
Q02
Does the dashboard update automatically?
Yes. Core widgets refresh while you work, and you can also reload the page for a full refresh after larger changes.
Q03
Can different users see different dashboard data?
Yes. The dashboard reflects your role and company assignment, so each user sees only the relevant workspace information.
Rentals, Calendar & Map menu
Book new rentings, track availability, and see where every device is right now.
Rentals, Calendar & Map menu
Book new rentings, track availability, and see where every device is right now.
Q01
How do I create a new renting?
Open Rentals, choose New renting, select the client and rental object, then set the start and end dates.
Q02
How does the GPS map work?
The Map view plots real GPS positions for your rental objects, so you can see where an active renting is right now and review its full route history.
Q03
Can I move a booked renting to another day?
Yes. Update the renting dates or drag it to a new slot on the calendar to reschedule without losing its booking history.
Clients menu
Maintain customer records and keep contact details consistent.
Clients menu
Maintain customer records and keep contact details consistent.
Q01
Can I import existing client lists?
Yes. Use the CSV import template and review the result summary for imported and skipped rows.
Q02
How do I avoid duplicate client entries?
Search before creating a new client and keep naming conventions consistent for company and contact fields.
Q03
Can I edit client addresses later?
Yes. Open the client profile and update address, contact, or notes at any time.
Bills & Offers menu
Create offers and invoices with clear financial tracking.
Bills & Offers menu
Create offers and invoices with clear financial tracking.
Q01
Should I create an offer before a bill?
In many workflows yes, because accepted offers can be converted into bills faster with fewer manual steps.
Q02
Can I set VAT rates and payment terms?
Yes. Company settings define defaults, and you can adjust values per offer or bill where needed.
Q03
How do I find old bills quickly?
Use filters and search in the Bills overview to narrow by client, status, date, or reference number.
Employees & Settings menu
Manage access, company details, and account behavior.
Employees & Settings menu
Manage access, company details, and account behavior.
Q01
Who can manage employees and company settings?
Only users with the required permissions can open those menu items and make organizational changes.
Q02
Where do I change language or workspace preferences?
Use your account and settings areas to update language, profile options, and workspace defaults.
Q03
How do I cancel the subscription?
Open Settings and disable auto-renew. The contract then ends automatically at the end of the current billing period.
Company Settings menu
Step-by-step guide for updating company profile, document defaults, and billing setup.
Company Settings menu
Step-by-step guide for updating company profile, document defaults, and billing setup.
Q01
How do I update my company profile correctly?
Open Company Settings, go to the company details section, then update legal name, address, contact, and logo. Save changes and reopen one document preview to confirm headers and branding look correct.
Q02
What are the exact steps for invoice and offer defaults?
1) Open Company Settings. 2) Go to document text and defaults. 3) Set intro text, footer text, payment terms, and due days. 4) Save. 5) Create a test offer and test bill to verify the default text is applied as expected.
Q03
How do I configure VAT and QR-bill options safely?
Open the finance or billing section, set VAT percentages and payment account details, then save once. After that, generate a test bill and verify VAT totals, IBAN, and QR-bill fields before sending real customer documents.