Within Groundleader there is a help button at the top of every page. Clicking this button will open the resources document that applies to the page you are currently using. In other words, the help button works contextually.
Groundleader was built to be intuitive to use, but is a complex application, so some help will be required to make full use of it. Listed below are articles that will help get you up and running. These documents should be your first port of call if you have issues understanding any aspect of how Groundleader works. If you can’t find the answer to your question within the help pages, please raise a ticket with us, by going to the ‘My Subscription’ page within Groundleader, then follow the links.
Induction videos
Getting started
The first use page.
Customers.
Tasks and Task types.
Sites.
Seasons.
Task and customer datasheet views.
Batch input customers, sites and tasks.
Using the mobile site.
Users, staff and subcontractors
Setting up your staff.
Set up your teams.
Subcontractor integration.
Give your customers access.
Lone working / shift start alarms.
Log staff shift times.
Incident reports.
Toolbox talks.
Your company info
Managing your subscription.
Company contact info & logos.
Regions.
Export your data.
Scheduling tasks, assigning tasks, & logging visits
Using the job assigner.
Logging visits.
Using the Groundleader app.
How to set up and use overviews.
Fixed schedule visits.
Evidence based visits.
Full schedule.
Daybeats
Stock.
Non stock items/visits
Spray report.
Financial
Your base hourly rate.
Payments and statements.
Raise a quote.
Raise an invoice.
Profit analysis.
Tax rates.
Export to accounting software.
Customer valuation.