Knowledge Base

First Steps

• First Steps
• Intro to User Management
• Creating Visit Types
• From Field Slip to Invoice

The Basics

• Ignition Encyclopedia - Basic Definitions
• Intro to the Customer Profile
• Intro to Products & Services
• Intro to the Media Library

The Mobile App

• App Feature Summary

Scheduling

• Intro to Scheduling

Invoicing

• Intro to Invoicing
• Turning an Estimate into an Invoice
• The Invoice Builder

Did you Know?

• Global Search
• California (and Other states) Employees Reimbursement
• Who sees Pricing? and other permissions...
• Mobile User Privacy
• Making Lists of Technicians

How To

• Downloading Invoices, Estimates Schedules

Troubleshooting

• Problems with Deposits?
• Blank Screen?
• Seeing double names on Invoices?

QuickBooks

• How to connect the QuickBooks Online and Ignition
• QBO: Things to do before making the connection

Customer Portal

• Intro to the Customer Portal
• Need to reset a Customer's Customer Portal Password?
• When do Customers get Email?

OnBoarding

• QBO: Things to do before making the connection

Tips & Tricks

• Using Color in Ignition
• Using Tags

Releases

• Release 1.5.0 (August 13, 2021) Minor Improvements
• Release 1.4.9 (July 18, 2021) Tech Groups, PDFs, PostIt Notes!
• Release 1.4.7 (June 20, 2021) Routing & Magic Maps!
• Release 1.4.5 (May 1, 2021) More Scheduling!
• Release 1.4.2 (April 1, 2021)
• Release 1.4.1 (February 2, 2021)
• Release 1.4.0 (January 6, 2021)
• Release 1.3.8 (December 1, 2020)
• Release 1.3.4 (August 10, 2020)
• Release 1.3.3 (July 8, 2020)
• Release 1.3.2 (June 24, 2020)
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