Katipolt

Simon Wilson

Austin Rasmussen

Introductory information for Katipolt users

Overview & FAQ's

Logging In

Releases

Help with setting up your Staff, document wording, headers, footers etc.

Company Settings/Staff/General

Help with setting up connections to other software partners

Company Settings/Connected Apps (JA Russell Ltd - Xero)

Help with the features of Katipolt Mobile App

Katipolt Mobile

Accounts

Help with adding Products and making Kitsets for Quoting

Products & Kitsets

Help with adding Jobs and creating Quotes

Jobs

Help with creating Quotes or Variations to Quotes

Quoting

Help with scheduling Work and collecting Timesheets

Labour Booking & Timesheets

Help with making Supplier Orders and entering Purchase Invoices

Orders & Purchases

Help with Invoicing Charge Up Jobs and Progress Claiming Quoted Jobs

Sales

Reports

Find answers and get help from Intercom Support and Community Experts

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