How To Guides

Kanban view by Lead Status, and how a Lead actually becomes an Opportunity (there's no single Convert button).

The cost-tree view for real cost-per-lead tracking, Quick Add leads, and syncing to Brevo.

Stage-based pipeline tracking — Win %, Forecast Close, and what happens once one's actually won.

One compose form, one Type dropdown picks the channel — recipient safety checks, rich text formatting, and attachments included.

The Event Info calendar's filter panel, adding/editing events, and the admin setup for per-type colors and tenant business hours.

Controls what each role can see and reach — the gatekeeper behind several of the guides below.

Full reference: every side-menu, tab and action permission, every Site Settings tab, and how site settings and roles combine.

Define a Text, Date, Checkbox, or Choice field per entity, with real examples for when to use each type.

The header/footer applied automatically to every generated document — three-position layout, live tokens, one important save-behavior gotcha.

Change the order an entity's tabs appear in — site-wide for everyone, not a personal preference.

Show/hide and reorder columns on any grid — a personal preference, saved per user.

Project Checklists (client-visible task lists) and Role Checklists (every staff member's own onboarding/duties list, on My Tasks).

The teal directions icon next to address fields — click for distance/drive time from your office, then open the real route in Google Maps.

Bulk-load Companies, People, Leads, or Projects from a CSV/XLS/XLSX — column mapping, lookup resolution, and a preview before committing.

Birthdays, anniversaries — add one at a time, catch up in bulk, then work the Upcoming Dates follow-up list.

Project to-do lists vs. Role-based duties — one-time onboarding steps, ongoing responsibilities, and how they show up on your own My Tasks page.

Insert Field, Insert Repeating Table with totals, Insert Grouped Section, and Include Header/Footer — one editor for every document type.

Three report systems, three jobs — the 10 fixed Reports, the 21 fixed Estimate reports, and Report Designer for anything custom.

Build your own report from real merge fields — flat lists or grouped/subtotaled sections, no code needed.

REYESCO's internal reference library — restricting an entry to a Role, and the Docs Reader full-access bypass.

Formerly "Help" — your own internal wiki, now with real file attachments, isolated per tenant.

Type into a PDF and add real fillable fields, or Merge, Split/Extract, Delete Pages, and Compress — all in the browser, nothing saved to your account.

An ad-hoc Project pivot table — 432 possible Row × Column × Measure combinations from one screen.

An instant demographic snapshot of your People database — eight breakdowns, click-to-drill into names.

Pipeline, cash flow, workload sizing, schedule, and warranty exposure — a one-screen state of the business.

Two views of your people: formal department structure vs. who actually reports to whom.

A visual, no-SQL way to ask any question against your own data — pick a table, build a filter, run it.

Who has ClientManager open right now — a live presence view, not a login history.

For franchisors: royalty rollups and statements, plus pushing brand templates and policies to every franchisee.

Distinct from a Contact or a User — and how to give an Employee a real login via Create Login. Includes Dependents, Leave Balances, Health Info, Benefits, and Certifications & Degrees.

Requesting and approving time off, the leave calendar, and setting up leave types — including which types count against an employee's balance.

Weekly time entry by Project and Category, with a real submit → approve/reject workflow.

Log an expense, attach the receipt, tag it billable, and track reimbursement.

Publish a policy and track who's read and acknowledged it — including brand policies pushed from a franchisor.

Internal staff-to-staff messaging, with unread badges and optional project tagging.

Manual double-entry bookkeeping for adjustments that don't come from an Invoice or Bill.

Connecting your tenant's QuickBooks account and the review-and-approve sync queue.

Let clients pay Invoices online with a card — no API keys to find, money lands directly in your own Stripe account.

All 16 tabs at a glance — the Resources access-control gotcha, Exclude From Accounting Integration, and Warranty tracking.

Work orders from first call to invoice, including recurring service contracts.

Your priced catalog of materials, labor, subs, and equipment — pulled straight into any Estimate.

Phase, Category, Item — the estimate tree, adding items three ways, and how markup actually drives pricing.

Manual vs. online Stripe payments, and the one balance-tracking gotcha worth knowing before you rely on it.

How a vendor gets Portal access and what they actually see — Quotes, Purchase Orders, Bills, and Stripe payouts.

What a client sees on their own Project — paying invoices online, their To-Do's, and what they can submit themselves.

Every file uploaded anywhere in ClientManager, in one searchable, view-only place.

Company equipment and vehicles — checkout tracking, nesting one asset inside another, and depreciation.

A physical address linked to one or more Projects — not owned by a single Project the way an Asset can be.

How automated deploys work across the REYESCO app family — the self-hosted runner, workflow triggers, and a real risk walkthrough.