Getting startedAvailable

Find records and check a save

Open Customers, Quotes, Jobs, Invoices or the relevant tool. Read the page heading and summary, then use the status chips to narrow the list.

Before you start

Prerequisites and permissions

Your role and plan must allow this page and the action you want to take. Ask the Owner if access is missing.

Where to find it

Walkthrough

In each picture, the outlined area is what to look at.

01
Open the right list
Open the relevant Customers, Quotes, Jobs or Invoices list. Read its summary and use status chips to narrow the records shown.
Open the relevant Customers, Quotes, Jobs or Invoices list.Step 1 · Reviewed 2026-10-14Tap or click to open full size
02
Use the Find card
Enter a supported name or number in Find and apply filters. Check the record count and later pages when the list is limited.
Enter a supported name or number in Find and apply filters.Step 2 · Reviewed 2026-10-14Tap or click to open full size
03
Check the save result
Save the draft and look for Saved with the highlighted record in supported lists. Open it to check details; new Customers and Sites return to customer detail.
An existing saved Expense, without the temporary Saved return-to-list message.Step 3 · Reviewed 2026-10-14Tap or click to open full size
04
Enter amounts and upload files carefully
Fill the required quantity and amount fields, then wait for upload progress and a saved preview. Selecting a file alone does not complete its upload.

Open the right list: Open Customers, Quotes, Jobs, Invoices or the relevant tool. Read the page heading and summary, then use the status chips to narrow the list.
Use the Find card: Enter a name, number or other supported search value in the Find card. Apply the available filters. Read how many records are shown; a limited list may contain more records on later pages.
Check the save result: On supported draft forms, saving returns to the list with Saved and briefly highlights the record. Open it to review the saved details. Customer and Site creation return to the customer detail instead.
Enter amounts and upload files carefully: Enter quantities and amounts in their labelled fields. An empty numeric field still needs a value when required. Wait for upload progress and a confirmed saved preview. Choosing a file alone does not finish its upload.

Troubleshooting

The action is unavailable.

Read the message on the page. Check your role and plan with the Owner. Reload after an approved access change; do not submit the same change twice.

Keep going