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Guides

Guides

Owned by Oksana Vishchuk
Last updated: Apr 08, 2024 by Damian Rozmiarkowski
1 min read

Check our How to guides to get familiar with different actions you can perform on the XTRF Platform.

Get started:

Manage your partners:

Explore XTRF features:

Get started:

Manage your partners:

Explore XTRF features:

Configure system key settings

Configure system values

Configure e-mail settings

Add a new user account

Create a Classic quote

Create a Classic project

Create a new client profile

Invite a client to the Client Portal

Manage client's price lists

Create a client invoice

Create a new vendor profile

Invite a vendor to the Vendor Portal

Manage vendor's price profile

Create a vendor invoice

Limit user access to client data

Add custom fields to client and vendor profiles

Assign vendors through availability requests

Create and manage services

Configure the Work Log feature for Home Portal users

Configure the Client (Customer) Portal

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