- Basics
- Self-onboarding
- Product updates
- Dashboard
- Projects
- Calendar
- Tasks
- Planner
- Contacts
- Customer portal
- Quotes
- Orders
- Invoices
- Expenses
- Purchase orders
- Bills
- Budgets
- Marketing
- News Feed
- Files
- Media
- Reports
- Administration
- Integrations
-
Settings
- Video: Settings
- Search settings
- How to reset my password
- My settings and site settings
- Security settings
- Triggers and actions
- Triggers and actions: Best practices (Examples)
- 2-step verification setup
- Single sign-on (SSO)
- SCIM: User Provisioning
- SCIM: User provisioning with Azure AD
- SCIM: User provisioning with Okta
- SCIM: User provisioning with OneLogin
- SMTP setup
- My calendar and tasks – General
- My calendar and tasks – My activity types
- Setting up the menu
- Company data and logo
- Sales and finance – General
- Accounting objects
- Client profiles
- Units
- Tax rates
- Currencies
- Regions
- Sales and finance – Discounts
- Sales and finance – Margin and markup
- Work and projects – Labor cost
- Work and projects – Calendar and tasks
- Work and projects – Activity types
- Work and projects – Durations
- Shared resources
- Work and projects – Holidays
- Video: Getting Started - Adding products & services
- Adding products and services (rate cards)
- The list of products and services
- Price lists
- Commission calculator
- Web-to-lead (web forms)
- Statuses
- Video: Getting Started - Setting up PDF templates
- Adding, modifying and deleting PDF templates
- Custom fields
- Custom fields in reports
- Mandatory and unique fields
- Additional entities
- Import/Export
- Help Center
- Knowledge base
- Settings
- Video: Settings
Video: Settings
Scoro can be configured down to minuscule details to meet your exact needs. Tailor your site to match your work processes, and decide what each user role can see and do in your site.
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