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Search our documentation, or browse every guide by topic below.
Getting Started
Onboarding for New Businesses
First-time setup checklist for new accounts. Complete these steps in order to go from sign-up to first job scheduled in under 60 minutes.
Settings Tour
Quick orientation to every settings page in Opscel. Learn what each setting controls and where to find advanced configuration options.
Team, Roles & Permissions
Complete guide to inviting team members, assigning roles, and managing permissions. Learn about the 7 fixed roles and multi-tenant access.
Branding & PDF Customization
Configure your company logo, color scheme, and PDF templates. Learn how to customize certificates, quotes, and invoices with your branding.
Document Numbering
Customize invoice, quote, certificate, and job number formats with prefixes, date patterns, and sequential counters for professional document management.
Field Service
Field Service App — Engineer's Day
Complete guide to using the Opscel field service PWA for engineers. Learn how to manage jobs, capture work, and sync data offline.
Jobs & Multi-Visit Workflow
Complete guide to creating, scheduling, and managing jobs. Learn about job statuses, multi-visit jobs, engineer assignment, and completion workflows.
Offline Mode & Sync Deep Dive
Technical guide to offline-first architecture, sync queue, conflict resolution, and network detection. Learn how data syncs between field and cloud.
Fire Safety Jobsheets & Fault Tracking
Combined BS 5839 & BAFE SP203 inspection jobsheets and carried-forward fault tracking for fire alarm servicing visits.
Worksheets & Checklists
Certificates
Sales & Quoting
Quotations Overview
Complete guide to creating quotes, templates, line items, and customer acceptance. Learn about quote-to-job conversion and deposit handling.
Defects to Quotation Guide
Master the bundled remedial quotes feature. Create one professional quote for multiple defects instead of separate quotes per issue.
Remedial Scope of Works Guide
Turn site defects into customer quotes in one tap. Engineer logs defects, worksheet auto-attaches, office generates bundled quotes.
Customer Experience
Scheduling & Operations
Service Contracts
Set up recurring service automation with contracts. Learn about cadence rules, asset pre-loading, cron timing, and job generation.
Calendar Integration
Connect Google Calendar, Microsoft 365, or ICS feeds. Learn about two-way sync, availability blocking, OAuth setup, and token refresh.
Assets
Asset Tracking — Support Guide
A quick guide to capturing site equipment in Opscel, registering it from your engineers' worksheets, and printing the per-site asset register your customers and assessors want to see.
Asset Register & Lifecycle
Deep dive into asset tracking, auto-promotion rules, parent-child hierarchies, service cadence, and asset pre-loading for service contracts.
Financial Management
Invoicing Guide
Complete guide to creating, managing, and sending invoices. Covers job-to-invoice workflow, deposits, tax configuration, and status tracking.
Quote to Invoice Workflow Guide
Complete end-to-end workflow: understand how quotes, jobs, and invoices connect. Learn the two invoice paths (Fixed-Price vs. T&M), deposit handling, and Good-Better-Best tier selection.
Accounting Integration Guide
Step-by-step setup guide for connecting Xero or QuickBooks. Learn about account mappings, invoice posting, and payment sync.
Reports & Analytics
Integrations & Automation
Migration & Data
Still stuck?
Can't find what you're looking for? Our support team is here to help with setup, training, and any questions you have.