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Setting up your organisation

Configure your organisation profile including trading name, logo, address, and financial settings.

Managing leads

Track potential customers through your pipeline from first contact to qualification.

Creating quotations

Build professional quotations with line items, pricing, and terms.

Creating and managing projects

Set up projects, assign them to customers, and track progress from start to finish.

Invoice workflow

Understand the invoice lifecycle from draft through to paid or overdue.

Using the calendar

View events and tasks with due dates together in one place, with month and list views.

Creating support tickets

Log and track customer issues from first report through to resolution.

Custom fields

Add custom fields to capture additional information on records across WeekOne.

Importing customers from CSV

Bulk import your existing customer database using a CSV file.