What this guide covers
This article summarizes Business Users wiki coverage. Phase 3 adds article feedback, Pagefind search, and video embed support.
Documented today
| Area | Topics |
|---|---|
| Onboarding | Sign-in, dashboard, this coverage index |
| Help Center feedback | Article helpfulness, not-helpful notes, suggested changes (System Admin) |
| Business settings | General/numbering, profiles, addresses, teams, members |
| Accounting & payroll | Overview, categories/tax/payment sources, payroll/shifts/wages, project time & shift settings, invoicing/QB, commissions |
| Clients | List, detail, inventory & storage, portal invitations |
| Projects | List, detail, PO tab (cross-link) |
| Estimates | List, detail, terms & payment terms |
| Vendors, bills & POs | Full PO/bill linking workflow |
| Products & services | Catalog, vendor linking, categories |
| Day-to-day operations | Tasks, Gantt, work orders & templates, media & design, calendar, Teams page |
| Team | Roles & permissions overview |
Optional future expansions
These are largely covered at overview level but could receive deeper walkthroughs later:
| Topic | Notes |
|---|---|
| Advanced media workflows | File versioning edge cases, PM-only discussion channels |
| Work order change orders | Multi-level change-order numbering scenarios |
| Calendar sharing | Multi-calendar edge cases beyond personal defaults |
Recommended setup order for new businesses
- Settings → General — timezone, numbering, inventory/kiosk flags
- Settings → Business Profiles & Addresses
- Settings → Members & Roles
- Accounting — scope, expense categories, tax rates, payment sources
- Accounting — payroll, shift log, and project time settings
- Products & Services — catalog + categories
- Estimates — terms and payment terms libraries
- Settings → Teams — defaults and notification routing
- Vendors — suppliers before POs/bills
- Clients — accounts, contacts/portal invites, inventory/storage as needed
After operational go-live, enable Commissions and Invoicing/Software when sales and accounting integrations are ready.
Phase 3 complete
The Help Center now supports:
- Was this helpful? feedback on every article (required notes for “No”, optional Suggest a change)
- Pagefind full-text search (with Fuse.js fallback)
- Video embeds for optional YouTube or Vimeo walkthroughs in articles
- System Admin → Help Center feedback for reviewing submissions
- Notification bell alerts for platform admins when negative feedback or suggestions are submitted