🥇 Getting Started - Setting Up Ascora for Success!

Welcome to Ascora! Whether you’re new to the platform or looking for a quick refresher, this guide will help you hit the ground running. By following these best practices and initial steps, you’ll ensure your business processes are streamlined, your team is on the same page, and you’re fully equipped to take advantage of Ascora’s powerful features.

These foundational steps will get you up and running in no time. As you become more comfortable with Ascora, explore our additional guides to learn about features like purchase orders, inventory management, and advanced reporting. Remember, our support team is always here to help if you have questions or need extra assistance.

Setting up Ascora for success is about tailoring the platform to your business processes. With the basics in place, you’ll be well on your way to streamlining operations, boosting productivity, and delivering excellent service to your customers. Welcome aboard, and here’s to your success with Ascora!

1. Configure Your Basic Settings

2. Create and Manage Users

👷‍♂️ Creating a New User

• New User Creation: Add your team members to Ascora with the appropriate roles—Administrator, Scheduler, or Supervisor—based on their responsibilities.

• Permissions: Fine-tune what each user can see and do (e.g., view invoices but not delete them) for greater security and clarity.

• Mobile Access: Decide which users need Ascora on the go. You can grant Timesheet Only or Full Access to keep everyone productive, wherever they are.

3. Tailor Terminology with Translations

📑 Using Translations

• Use the Right Terms: If you call your “customers” “clients” or prefer “estimates” over “quotes,” you can easily change field labels in Ascora’s Translations.

• Hide Unused Fields: Keep your interface clutter-free by disabling fields that aren’t applicable to your business.

4. Set Up Your Customers and Quotes

👨 Creating a New Customer

👨 Adding Customer Type and Customer Contact Role

Capture essential information, like site and billing addresses, and assign an account manager for better organization.

Generate quotes directly from a customer record or the Quotes screen. Converting a quote into a job is just a few clicks away.

📄 How to Create a New Quote

5. Create Your First Job

⚒ How to Create a New Job

• Multiple Pathways: You can start a new job from the Jobs screen, an existing customer card, or even by converting a quote.

• Scheduling: Use the Scheduler to assign jobs, optimize resources, and make quick updates.

6. Explore Advanced Features

📱 Custom Forms Guides

📝 Document Templates Guides

• Custom Forms & Document Templates: Personalize your workflows and documents with custom fields, merge fields, and branded layouts.

📱 iOS App

📱 Android App

• Mobile App: Take Ascora into the field with real-time updates, timesheets, and job management on the go.

🧾 Accounting Integration Guides

• Integrations: Seamlessly connect Ascora with accounting platforms like MYOB, QuickBooks, or Xero to keep your finances in sync.