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Admin Portal
Settings
- Updating Your Billable Companies Details.
- Setting Up Note Categories.
- Setting a Bill Approval Threshold in SprintSuite
- Adding Phases to Jobs in SprintSuite.
- How to Make Timesheet Descriptions Optional.
- Adding Rates for Staff, Assets, and Items.
- How to Integrate with Xero
- Controlling User Access to Job Edits During Invoiced Status
- How to approve Leave Requests.
- How to provide Admin or Staff access.
- How to submit a Leave Request.
- How to Set Up an Approval Checklist.
- How to email the Daily Claim Sheet to the client after timesheet sign off.
- How to add Products and Product Codes against your Suppliers.
- How to set up Leave Approvers per Department.
- How to enter a Pay rate Template.
- Creating and editing Quote Templates.
- Create roles to specify the level of admin access each member of your staff has.
- How to set up Leave Types.
- How to add Suppliers and link them to Purchase Types/GL Codes.
- How to enter a Location.
- How to enter and edit a client in your portal.
- How to set up Departments.
- How to create your own Invoice Template.
- How to sync my SprintSuite Clients to my Xero.
- How to update your invoice number sequence.
- How to get R&R and leave notifications for more effective mobilisation and avoid overbooking staff
- How to get copied into every Purchase Order that is sent out.
- Trades and Non-Producing Types.
- How to enter Shift Types
- How to set up Qualifications.
- How to link Suppliers to Xero.
- How to enter Purchase Types and GL codes.
- How to set up your Purchase Status Threshold.
- Setting up Onboarding and Compliance.
- How to set up Budgets.
- How to set up Job Status Thresholds.
- How to set up multiple Client Contacts.
- Customise your jobs by colours.
- Update your Company Logo on your portal.
- How to bulk import data
- How to enter Unit Types
- How to enter Trades
- Security for staff logins
FAQ's
- How to Delete a Bill Assigned to a PO.
- How to Set Up Missing Timesheet Notifications.
- What should I do if my Xero disconnects from Sprintsuite?
- Staff Members Missing When Filtering by Department in Staff Times.
- Why Aren't Staff Members Showing Up When I Create a Leave Request?
- Why Aren't Departments Showing Up in Purchase Requests?
- How Do I Add External Location IDs for the Pay Run Export Report?
- What is the File Upload Size?
- Where Do I View My Monthly SprintSuite Invoices and Update Banking Details?
- What Happens When You Update Your Email Address?
- How Do I Change The Department Of A Staff Member?
- How To Search For A Job?
- What Happens When I Delete A Timesheet?
Staff Times
Projects
- Mobilising Staff per Cost Code: Step-by-Step Guide
- Step-by-Step Guide: Tracking Financials per Cost Code.
- How to Add and Manage Notes for Cost Codes in Your Project.
- How to Manage Project Plan.
- What happens if I disable a row on my quote?
- Uploading Invoices According to Cost Codes.
- How to Create a Project.
- How to Create a Quote in Projects.
- Mobilising Staff per Cost Code: Step-by-Step Guide
Forms
Inventory
Accomodation
Timesheets
- Entering a Field Service Timesheet with Client Sign-Off
- Timesheets Tab Within A Job.
- How To Push Timesheets To Xero.
- How To Create A Workshop Job And Add In A Workshop Timesheet.
- Daily Timesheet Entry-How To Enter Job Details On A Timesheet.
- How to Add in a Workshop Timesheet.
- Daily Timesheet Entry-How To Enter Job Details On A Timesheet.
- Resetting Timesheet Approvals for a Job: A Quick Guide
- Timesheets Tab Within A Job.
- How To Create A Workshop Job And Add In A Workshop Timesheet.
Procurement
Jobs
- Manage notes on a job
- Manage photos on a job
- Invoicing in Sprintsuite
- Job file management
- Manage Invoicing and Progress Claims in Sprintsuite
- View purchase request history in a job
- Inclusions and Exclusions available when quoting.
- How to reconcile PO and purchases
- Quote views and export options.
- Functions once a PR has been approved: Applying Supplier Credit Notes
- How to approve purchase orders on a job
- How are Purchase Orders sent for approval and how are they receipted?
- Invoicing and Push to Xero
- Timesheet Reconciliations on a Job.
- How do staff enter timesheets through the staff portal? How are they approved ?
- How to Mobilise Your Staff and Assets.
- Manage Job tasks
- How to Create a Quote in Field Service
- What is the Receipts Tab within a Job.
- How to Create a Job.
- What is a job?
- Financials Tab within a Job.
- How to Copy a Job.
- How to Invoice Your Purchases and Timesheets.
Reporting
Schedules
Health and Safety
Registers
- How do I change the user type of staff?
- How to Record your Assets.
- Accommodation register
- How do I deactivate a Staff Profile?
- Get Notified When Your Qualifications Expire via Email.
- How to set up the pre-start sms notification to responsible staff
- Remove staff from appearing on your Staff Scheduler.
- How to Set Up Your Staff.