Knowledge Base

Browse Vera guides by topic.

Getting StartedLearn the basics of Vera and get up and running quickly.

Jobs & PipelineEverything about creating and managing jobs, tasks, quotes, and the job lifecycle.

SchedulingSchedule jobs, allocate workers, and manage your team's calendar.

Invoicing & FinanceCreate invoices, manage aging, track purchase orders, and handle supplier invoices.

Stock & InventoryManage SKUs, track stock levels, allocate materials to jobs, and create stock kits.

AssetsRegister equipment, track locations, log faults, and manage asset history.

Time TrackingLog employee hours, manage weekly timesheets, and track time against jobs.

Customers & CRMManage customer profiles, view activity, and use CRM reminders.

Settings & ConfigurationSystem configuration for administrators - workflows, users, teams, and integrations.

Mobile & Field WorkerUsing the Vera mobile app — jobs, timers, expenses, photos, and more.

Pulse & AnalyticsAdmin dashboards, business intelligence, and AI-powered insights.

Notifications & MessagingSend emails and SMS to customers, manage message templates, and understand real-time notifications.

Xero IntegrationConnect Vera to Xero for automatic invoice, customer, and payment synchronisation.