Press Enter in any field to add, then keep typing the next order — date & owner stay filled in.
Starting Point
Trip Stops (0)
Tick accounts below to add them to the trip.
Nearby Accounts
Data is shared with everyone using this CRM — changes sync for the whole team.
New Order
Scanned Document
100%
✨
⚠️
$
History
New Lead
Scanned Business Card
100%
✨
🔗
⚠This lead was created automatically from an inbound email and hasn't been reviewed yet. Check the details below, fix anything wrong, then Save — that clears this notice.
Related Activity
Meeting Notes
History
New Engineering Project
Time
Related Activity
History
New Expense
⚠This expense was created automatically from an inbound email and hasn't been reviewed yet. Check the vendor, amount and category above are right, then Save — that clears this notice.
Lock a period
Time dated on or before this day can't be added, edited or deleted by anyone. Admins can still bill, unbill and re-price it, and can move or lift the lock at any time.
Bill time to a sales order
Adds this labour to the order's total and locks the entries as Billed. When you generate the order's invoice, each person's time appears as its own line.
⚠
Customer time report
A client-ready summary of logged time — download it, or email it straight to the customer. This doesn't mark anything as billed.
Hourly rates
Prices billable time. The most specific rate wins: person on a project → project → person on a customer → customer → the person's default. A rate with a start date applies from that date on.
Notifications
Notification settings
You always see notifications in the bell. These choose which ones also arrive by email.
Reminders appear in the bell either way; the email setting above controls whether they are also emailed.
Start a timer
New Task
When you complete this task, the next one is created automatically. The coming ones show, faded, on the calendars.
Custom fields
Subtasks
Followers
Approval
Dependencies
Blocked by — tasks that should be finished first
Blocking — waiting on this task
Time
Attachments
Drop files here to attach them (up to 10 MB each)
Comments & activity
Ctrl+Enter to post
Stage history
Log Time
🔒This entry is locked and can't be edited.
New Product Loan
History
Merge Records
This lead may already be in the CRM
Reject This Expense
Let them know why, so they can fix it and resubmit if needed.
New RFQ
Related Activity
History
New Quotation
Scanned Document
100%
✨
⚠️
$
Untaxed Amount
GST
Total
History
New Purchase Order
Total Cost
Receiving Progress
History
New Account
✨
Discounts apply to this company's approved webstore logins. The most specific one wins: product, then brand, then the whole account. They never add together.
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Time
Order History
Sales Journeys
Related Activity
Correspondence
Meeting Notes
History
Edit Contact
✨
Related Activity
Correspondence
Meeting Notes
History
New Product
Identification
Classification
Pricing
$
$
Inventory
Procurement
Warranty, serials and compliance
Logistics weight, size, origin, dangerous goods
Documents datasheets, manuals, certificates
Status
Website Listing
How this product appears on the public catalogue. The name, description, category, brand, photos, stock and lead time all come from the product details above — nothing is typed twice. Only the website-specific settings below are saved here, using the button in this section. Price and cost are never shown.
Product family
Models of one product (for example the S04, S05 and S06 of a controller, or a cylinder in several strokes) can share one catalogue card. The website then shows the family once, and the product page has a drop-down to pick the variant. Each variant stays its own product with its own SKU, price, stock and photos.
Makes a new product from this one (name, description, category, supplier, tax and technical data, but not stock, price or photos). It starts inactive and hidden: set its price, then show it on the website.
Technical dataAssociated items
Other products shown on this product's page under a heading, e.g. software options for a PLC, or accessories. An item only appears on the website while it is itself active and published.
Only this person or an Administrator can change their photo.
🔒 Personal & private details are only visible to this person or an Administrator.
Personal & Private
Only visible to this person or an Administrator.
Finance = accounts (supplier invoices, billing rates, all expenses). HR = people & culture (leave, targets). Sales and Engineering open those areas. Managers are picked up from the org chart. Only an administrator can change roles.
Pick specific people and/or whole roles — anyone matching either counts as an approver.
🔒 Only an Administrator can change leave approvers.
Leave Balances & Tallies
Annual Leave and Time off in Lieu track a real balance. Personal/Sick Leave just tallies days taken this year.
Sales History
What They've Worked On
Meeting Notes
Set Monthly Targets
Targets per person or group, for one month
$
Set Annual Targets
Targets per person or group, for the full year
$
New Target Group
Bundle team members so you can target them together
Import Historical Orders
Upload a CSV export (e.g. Zoho Potentials) to backfill your history
Reading your document…
Extracting order details — this takes a few seconds
Confirm
Preview
This is exactly what will be downloaded or sent. Nothing has been saved or sent yet.
If the page above stays blank, this browser cannot show PDFs inside a page — use Download instead.
Record
Enter a value
Reason (optional)
Delete recurring event
Details
History
Save This Filter
Give this period a name so you can jump back to it quickly.
Warranty Lookup
Search by serial number to check warranty status
Supplier Invoice
⚠This invoice was created automatically from an inbound email and hasn't been reviewed yet. Check the supplier, amount and due date above are right, then Save — that clears this notice.
$
History
Nearby Accounts
Message
Link an Email
Search your mailbox by subject or sender, then pick the message to attach here.
Day
Add Calendar Task
Online Meeting (optional)
Team members added here also get this on their own calendar, under "My items only".
Log Meeting Note
Attendees can be any mix of Team members, Account Contacts and Leads — this note will show up on every one of their records.
Note
Sync My Calendar
Subscribe to this link from Google Calendar, Outlook, or Apple Calendar to see your CRM items there too. It's one-way — items are added here (or via an emailed invite), not created there.
Keep this link private — anyone with it can see your calendar items.
Google Calendar
Settings → Add calendar → From URL → paste the link above.
Outlook (Microsoft)
Add calendar → Subscribe from web → paste the link above.
Apple Calendar
File → New Calendar Subscription → paste the link above.
Each calendar app checks for updates on its own schedule (often every few hours) — it isn't instant.
What is this?
Scan Delivery Docket / Invoice
Upload a supplier delivery docket, packing slip, or invoice — matched items update stock, new ones get added automatically
What kind of document are you uploading?
Scanned Document
100%
⚠️
$
This will be added to Accounts Payable.
Items Found
Check this looks right before confirming. Uncheck anything you don't want applied.
New Project
New projects start with three stages — To do, In progress and Done — which you can rename, add to or remove on the board.
Save as template
Keeps the stages, tasks, subtasks, tags, estimates and custom fields. People, progress and exact dates are left out — dates are kept as "days after the start" and filled in when you use the template.
Status updates
Earlier updates
Change selected
Rules
Request forms
Submit a request
Request
Custom fields
Your own columns for this project's tasks — for example a client, a budget or a sign-off box. They show in each task, can appear on the cards, and can be used to filter.
Add a field
Add Stage
Request Leave
Scan — Webcam
Line it up in frame, then capture.
Security
ION
Log In
Enter your email address and password to continue.
Setting this account up for the first time — create a password to finish logging in.
Open your authenticator app and enter the 6-digit code for Ion. Lost your phone? Enter one of your recovery codes instead.
Add Supplier
Just the essentials — you can fill in the rest later.
Pick a Product
Adds it as a new line item, pre-filled from your product list
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