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Knowledge Base
Overview
Knowledge Base
Getting Started
Getting Started
Welcome to Vera
Logging In and Your Dashboard
Understanding User Roles
Using Global Search
Jobs & Pipeline
Jobs & Pipeline
Creating a New Job
Understanding Workflow Stages
Managing Job Tasks
Job Holds and Status Changes
Adding Notes and Communications
Working with Quotes
Scheduling
Scheduling
Schedule Overview
Allocating Workers to Jobs
Managing Unallocated Jobs
Invoicing & Finance
Invoicing & Finance
Sales Aging Overview
Creating and Editing Invoices
Sending Invoices by Email
Purchase Orders
Supplier Invoices
Stock & Inventory
Stock & Inventory
Managing SKUs
Stock In and Stock Out
Allocating Stock to Jobs
Stock Kits
Assets
Assets
Asset Registry
Logging Asset Faults
Asset History
Time Tracking
Time Tracking
Entering Time
Timesheet Status Indicators
Customers & CRM
Customers & CRM
Customer Profiles
CRM Reminders
Settings & Configuration
Settings & Configuration
Workflow Configuration
Managing Users
Teams
Message Templates
Email Domain Setup
Mobile & Field Worker
Mobile & Field Worker
Linking Your Device
Your Job List
Scheduling a Job from Mobile
Arriving on Site and Risk Assessment
Task Completion and Time Tracking
The Job Timer
Job Photos and Files
Job Notes and Messages
Expenses and Receipt Scanning
Calendar View
App Settings
Pulse & Analytics
Pulse & Analytics
Pulse Dashboard Overview
AI Insights and Chat
Notifications & Messaging
Notifications & Messaging
Activity Panel and Notifications
Sending Emails from Vera
Sending SMS Messages
Managing Message Templates
Internal Messaging
Xero Integration
Xero Integration
Connecting Vera to Xero
Invoice Synchronisation with Xero
Customer and Contact Sync
Payment Tracking from Xero
Troubleshooting Xero Connection Issues
Developers
Overview
Build on Vera
Choosing a Path
Vera Bridge (Embedded Tools)
Vera Bridge Overview
Tool Bundle Format
Tool Manifest
SDK Include
Bridge Methods
DTO Reference
Examples
Public REST API
REST API Overview
Authentication
Endpoints
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Customers & CRM
Manage customer profiles, view activity, and use CRM reminders.
Customer Profiles
CRM Reminders
