Advice and answers from the Katipolt Team
Overview
Introductory information for Katipolt users
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Logging In
How to log in to Katipolt
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Releases
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Training Videos
Training videos to walk you through getting things done
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Company Settings/Staff/General
Help with setting up your Staff, document wording, headers, footers etc.
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Company Settings/Connected Apps (JA Russell Ltd - Xero)
Help with setting up connections to other software partners
By Austin1 author7 articles
Katipolt Mobile
Help with the features of Katipolt Mobile App
By Austin1 author17 articles
Contacts
Help with adding Customers and Suppliers
By Austin1 author6 articles
Products & Kitsets
Help with adding Products and making Kitsets for Quoting
By Austin1 author5 articles
Jobs
Help with adding Jobs and creating Quotes
By Austin1 author9 articles
Quoting
Help with creating Quotes or Variations to Quotes
By Austin1 author31 articles
Labour Booking & Timesheets
Help with scheduling Work and collecting Timesheets
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Orders & Purchases
Help with making Supplier Orders and entering Purchase Invoices
By Austin1 author8 articles
Sales
Help with Invoicing Charge Up Jobs and Progress Claiming Quoted Jobs
By Austin1 author12 articles
Reports
Help with finding and viewing Reports
By Austin1 author7 articles
Webinar Recordings
Katipolt Online Training Webinars
By Austin1 author1 article