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65 articles
- How to enter Shift Types
- Create roles to specify the level of admin access each member of your staff has.
- How to set up Leave Types.
- How to enter a Location.
- How to enter and edit a client in your portal.
- How to set up Departments.
- How to create your own Invoice Template.
- How to update your invoice number sequence.
- How to get R&R and leave notifications for more effective mobilisation and avoid overbooking staff
- How to get copied into every Purchase Order that is sent out.
- Trades and Non-Producing Types.
- How to Automatically Adjust Job Dates Using Mobilisations
- How to set up Qualifications.
- How to enter Purchase Types and GL codes.
- How to set up your Purchase Status Threshold.
- Setting up Onboarding and Compliance.
- How to set up Budgets.
- Managing Job Statuses
- How to set up multiple Client Contacts.
- Customise your jobs by colours.
- Update your Company Logo on your portal.
- How to enter a Payrate Template.
- How to Show or Hide Client Details from Staff.
- How to Set Up Custom Fields for Jobs.
- How to Enter or Edit Your Quotation For List in SprintSuite
- How to Enter or Edit Roles in SprintSuite
- How to Create, Modify, and Manage Job Statuses in SprintSuite
- Updating Your Billable Companies Details.
- Setting Up Note Categories.
- Setting a Bill Approval Threshold in SprintSuite
- Adding Phases to Jobs in SprintSuite.
- How to Make Timesheet Descriptions Optional.
- Adding Rates for Staff, Assets, and Items.
- How to add Products and Product Codes against your Suppliers.
- Creating and editing Quote Templates.Learn how to create a professional, easy-to-use quote template to suit your business needs in SprintSuite.
- How to set up Leave Approvers per Department.
- How to Set Up an Approval Checklist.
- How to submit a Leave Request.
- How to provide Admin or Staff access.
- ✅ Managing Leave Requests in SprintSuite
- Controlling User Access to Job Edits During Invoiced Status
- How to Set Your Default Timezone in SprintSuite🌏 Timezone Settings
- How to Add Custom Folders to Your Directory Templates
- How to Set Up SprintScan in SprintSuite
- SprintScan is HereMeet SprintScan: lower monthly costs, Aussie-built, and made for mining & engineering contractors like you.
- 🔌 How to Disconnect Rossum
- 📄 Quote PDF Toggles
- How Do I Add More Users (Seats) to My Account?
- 🛑 Turning Off Budget Threshold Email Notifications
- Managing Folders and Files
- Managing Client Signer Details on the Daily Claim Sheet PDF
- Day Shift Detection Settings
- Health & Safety Settings
- 📘 Rate Cards – Feature Guide
- Custom Job Numbers — Setup Guide
- Terminating Staff Members
- Client Primary Contact Auto-Populates in Jobs
- 📝 Quote Payment Terms in SprintSuite
- 📘 Invoice PO Back to Client – How It Works
- 💳 Setting Up Invoice Payment Terms in Clients
- 🚀 Approval Checklist: Notifications, Task Assignment & Tracking
- 🧾 Receipts: Invoice Back to Client
- Job Status Notifications
- How to set up Project Quote Revision Numbers
- Connecting to the SprintSuite API - Quick Start