Guides
One task at a time. Each step is one click, with a close-up and a red mark on what to click.
38 guides, 800 steps →Solution Guide
Everything in one document: what to switch on first and how each module works. Seven chapters.
240 pages, PDF →Integration Guide and API
The REST API, change feed, webhooks, connectors and Data Workbench, for developers and consultants.
120 pages, PDF →Step-by-step guides
Each guide lists the tasks for one part of the product. Every guide links to the matching chapter of the Solution Guide.
Sales
Accounts
Add an account, find it and read everything about it, and import many accounts from a spreadsheet.
Contacts
Add a contact, link it to an account, and find and open a contact.
Leads
Add a lead, find leads by status, and turn a lead into a deal.
Pipeline and deals
Add a deal, read the board and list, and open a deal to check its amount, team and stage.
Quotations
Create a quotation, open it, send it by email or WhatsApp, and revise or copy it.
Standard quotes
Create a standard quote, price its lines with the pricing engine, send it, and set up templates.
Sales orders
Create a sales order, follow it through to delivery and invoice, send it, and see its ERP number.
Products
Find products, add a new product, and read how a kit is built from its components, cost and prices.
Pricing
Read the rates the pricing engine uses today, see how any price was built, and check what was live on a date.
Tenders and projects
Tender management
Take a tender from the client email to a won contract project: price the bill of quantities, send the bid, group the BOQ into a WBS, track versions and competitors, and hand the project over.
Estimates
Build a price from a template: enter the room, the material and the margin, read the price and the bill of materials, and use the estimate to price a tender.
RFQs and supplier replies
Ask suppliers for prices, share a reply link, read the replies side by side and award each line.
Contract projects
Run an awarded contract: allocate the budget, group lines into a WBS, buy out packages, record client changes and billing, and hand the project to the ERP.
Service and operations
Cases
Log a repair case, find it again and follow it from intake to close in BPMSquare.
Inspection reports
Write what the technician found, add photos and send the inspection report from the case.
Assets
Register customer equipment, find it, and read its service history in BPMSquare.
Work orders
Raise a work order from a case, assign a technician, complete it and raise the invoice.
Dispatch
See which technician is booked on which work order, and book a technician for a job.
Technicians
Add a technician, see who is free today and check their skills and schedule.
Inventory
Find stock items, check stock levels, correct a quantity and add a new item.
Purchase orders and suppliers
Add suppliers, raise purchase orders and receive stock against them.
Invoices
Create an invoice, check its lines and totals, and email or print it.
Workforce
Employees
Add an employee, give them a login, find them, and set their shift, site, type and role.
Punch app
Punch in and out, take breaks, see your hours and ask for a correction from the My Workforce screen.
Roster and shifts
Set standing site and shift, change shifts or give days off, assign people to projects by date, and upload a roster.
Leave and overtime
Request leave, ask for overtime or work from home, review leave, overtime and punch corrections as a supervisor, and set rules for an employment type.
Live board and monthly summary
See who is in right now, read, filter and export the monthly attendance summary, set its report options and open a past day's punches.
WFM projects and costing
Find a project and read its hours, set up a project with budget and rate, and bill its hours as an invoice.
Marketing and platform
Marketing, Email and Intelligence
Start from the Overview, build an audience, send an email after a review of who will receive it, check how it did, find the leads that are ready, and set who you may email.
Shared inbox
Read customer emails in one shared inbox, answer them, turn them into quotes, leads, cases or estimates, and set up the channels that feed it.
Dashboard and Assistant
Read the dashboard, arrange it to suit you, and ask the Assistant a question in plain words.
AI automation
Open the agent gallery, read what Tender Watch and Attendance Anomalies found and why, dismiss a suggestion, send a drafted note after you edit it, read a run, and set up and pause the agents.
Reports and Talk to data
Read the analytics page, export a list to CSV, and ask a question in plain English to get a live chart.
Data Workbench
Import records from Excel or CSV with a review before anything is saved, export records to CSV, and update existing records in bulk. Pick an object from the grouped list, and load or regroup a tender's WBS in bulk.
People and roles
Invite a person to your workspace, choose their role, and see what each business role lets them reach.
Custom fields
Add your own fields to accounts, quotes, cases and other records, then rename, require or remove them.
Integrations and API
Find your API key and the API reference, send data out with webhooks, and see how your ERP is connected.
Process Design Studio
Describe how your business works, see how BPMSquare fits it, see what would need a change, and get a plan with dates.