The manual, as it is inside the product.
Every firm gets this in its own knowledge base, alongside the articles it writes for its customers. Here it is readable before you sign up.
Chapter 01
Using the portal
Signing in, finding your way around, and what to do when something is not where you expected.
Chapter 02
The client portal
What you can see and do here, and how to do it.
- Your company accountFor your customers
- Your projectsFor your customers
- Your invoices, and paying oneFor your customers
- Two-step sign-inFor your customers
- Your account statementFor your customers
- Credit notesFor your customers
- Recurring subscriptionsFor your customers
- Estimates, and accepting oneFor your customers
- ProposalsFor your customers
- Contracts, and signing oneFor your customers
- Files shared with youFor your customers
- The knowledge baseFor your customers
- AnnouncementsFor your customers
- The calendarFor your customers
- MeetingsFor your customers
- Data protection requestsFor your customers
- Raising and tracking a support requestFor your customers
- Who to contactFor your customers
- What "your access" meansFor your customers
Chapter 03
Customers and leads
The people and companies you work with, and the enquiries that become them.
- The customers listFor your team
- A customer recordFor your team
- Contacts and portal accessFor your team
- Portal registrationsFor your team
- The leads list and boardFor your team
- Converting a leadFor your team
- Web-to-lead formsFor your team
- Estimate request formsFor your team
- Importing customers and leadsFor your team
Chapter 04
Sales
Pricing the work, billing for it, and the money that follows.
- ItemsFor your team
- Item groupsFor your team
- EstimatesFor your team
- Estimate requestsFor your team
- ProposalsFor your team
- InvoicesFor your team
- Recurring invoices and subscriptionsFor your team
- PaymentsFor your team
- Payment modesFor your team
- Credit notesFor your team
- ExpensesFor your team
- Recurring expensesFor your team
Chapter 05
Delivery
The work itself: projects, tasks, time, meetings, contracts and the files that go with them.
Chapter 06
Support
The desk: departments, the queue, and the rules a ticket runs by.
- The support workspaceFor your team
- The queue, and working a ticketFor your team
- My tickets (raising your own request)For your team
- The knowledge baseFor your team
- Contact VeiluxFor your team
- Inbound mailFor your team
- Ticket departmentsFor your team
- Ticket statusesFor your team
- Ticket priorities (targets and hours)For your team
- Ticket priority labelsFor your team
- ServicesFor your team
- Replies & macrosFor your team
- Blocked sendersFor your team
- Spam filtersFor your team
Chapter 07
Insight
What the reports, goals, surveys and the calendar tell you about the work.
- ReportsFor your team
- Sales reportFor your team
- Expenses reportFor your team
- Income vs expensesFor your team
- ProfitabilityFor your team
- Leads reportFor your team
- Timesheets overviewFor your team
- Knowledge base reportFor your team
- Support reportFor your team
- Goals TrackingFor your team
- SurveysFor your team
- CalendarFor your team
Chapter 08
Setup
Your firm's own configuration: who has access, how things look, and the plumbing underneath.
- SettingsFor your team
- Payment gatewaysFor your team
- StaffFor your team
- RolesFor your team
- BrandingFor your team
- GDPRFor your team
- Your planFor your team
- Your Veilux account: overviewFor your team
- Billing and invoicesFor your team
- Address and domainFor your team
- Data and privacyFor your team
- Veilux access logFor your team
- Custom fieldsFor your team
- TagsFor your team
- Customer groupsFor your team
- Job runsFor your team
- NumberingFor your team
- DocumentsFor your team
- Email templatesFor your team
- Email settingsFor your team
- SMSFor your team
- NotificationsFor your team
- ImportFor your team
- Export everythingFor your team
- API keysFor your team
- Outgoing webhooksFor your team
- IntegrationsFor your team
- Your preferencesFor your team