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What can we help you with ?

Getting Started

11
  • Getting Started | SpyderFlow Overview
  • Getting Started | System Administrator | Subscriber Set Up
  • Getting Started | SpyderFlow Subscription
  • Getting Started | System Administrator | Plan User Access
  • Getting Started | Sign in (once activated) Options
  • Getting Started | Activate Invitation | First Time Microsoft SSO
  • Getting Started | Activate Invitation (Email Sign in)
  • Getting Started | Sign in by Email | Change Your Password
  • Getting Started | WEB | Main Menu and Dashboard
  • Getting Started | WEB | Fields
  • Getting Started | WEB | Set Fields for Workflow Dropdown Options

SpyderFlow Mobile App Guide

18
  • Mobile App | Overview
  • Mobile App | Android | Install SpyderFlow
  • Mobile App | Apple (IOS) | Install SpyderFlow
  • Mobile App | Sign in Options
  • Mobile App | First Sign in | Choose Region
  • Mobile App | Home Screen
  • Mobile App | Overall Search
  • Mobile App | User Profile
  • Mobile App | Change Subscriber
  • SpyderFlow Mobile App Guide | Attachments
  • Mobile App | Requests
  • Mobile App | Scope
  • Mobile App | Quote
  • Mobile App | Work Order
  • Mobile App | Purchase Order
  • Mobile App | Calendar
  • Mobile App | Codes | Scan
  • Mobile App | Codes | Generate

FAQs

7
  • FAQs | Invitation Issues and Resolutions
  • FAQs | Forgotten Username
  • FAQs | Forgot your Password
  • FAQs | Expired Invitation links
  • FAQs | Sensitive Information Protection
  • FAQs | Plan Markers | Assets and Properties
  • FAQs | The Link: Purchase and Work Orders

Troubleshooting Errors

1
  • Troubleshooting Errors | Authorisation | Sign in Errors

The Dashboard

7
  • The Dashboard | Appearance
  • The Dashboard | Widgets
  • The Dashboard | Widgets Refresh Settings
  • The Dashboard | Payable Invoices Widget
  • The Dashboard | Map Widget
  • The Dashboard | Interface Events Widget
  • The Dashboard | Receivable Invoices

Service Requests

9
  • Service Requests | WEB | Overview
  • Service Request | WEB | Create New (Subscriber User)
  • Service Request | WEB | Create New (Client)
  • Service Requests | WEB | Problems Tab
  • Service Requests | WEB | Details Tab
  • Service Requests | WEB | Contacts
  • Service Requests | WEB | Related Tab
  • Service Requests | WEB | Work History Tab
  • Service Requests | WEB | Invoices Tab

Scopes

6
  • Scopes | WEB | Overview
  • Scopes | WEB | Status
  • Scopes | WEB | List of Scopes
  • Scopes | WEB | Create New Scope 
  • Scopes | WEB | Add to Scheduler
  • Scopes | WEB | Flow to a Quote

Quotes

9
  • Quotes | Overview
  • Quotes | List of Quotes
  • Quotes | Create New Quote
  • Quotes | WEB | Add Items, Pricing, Contacts
  • Quotes | WEB | Related Tab
  • Quotes | WEB | Attachments and Activity Tabs
  • Quotes | WEB| Statuses
  • Quotes | Bulk Actions
  • Quotes | WEB | Invoices

Work Orders

9
  • Work Orders | WEB | Overview
  • Work Orders | WEB | Status
  • Work Orders | WEB | List of Work Orders
  • Work Orders | WEB | Flow from a Scope
  • Work Orders | WEB | Flow from a Quote
  • Work Orders | WEB | Add Items
  • Work Orders | WEB | Create New Work Orders
  • Work Orders | WEB | Item of Work Process
  • Work Orders | WEB | Flow to Invoices

Purchase Orders

7
  • Purchase Orders | Overview
  • Purchase Orders | WEB| Flow to Invoices
  • Purchase Orders | Inside a Purchase Order
  • Purchase Orders | Status
  • Purchase Orders | Locations
  • Purchase Orders | WEB | List of Purchase Orders
  • Purchase Orders | WEB | Work Order

Schedules

6
  • Schedules | WEB | An Overview
  • Schedules | WEB | Dashboard Widget
  • Schedules | WEB | Create New
  • Schedules | WEB | Add Recurrences and Links
  • Schedules | WEB | Bulk Actions
  • Schedules | WEB | Export

Invoices

8
  • Invoices | Overview and Subscriber User Roles
  • Invoices | Allow Manual Payments
  • Invoices | Send Invoices SpyderFlow
  • Invoices | Add Asset Name
  • Invoices | Edit Client Email
  • Invoices | Financial Settings
  • Invoices | Automate Invoice Creation Orders
  • Invoices | Payable | ‘Paid’ Option Greyed Out

Assets

15
  • Assets | WEB | Overview
  • Assets | WEB | List of Assets
  • Assets | WEB | Parenting Assets
  • Assets | WEB | Create New
  • Assets | WEB | Details
  • Assets | WEB | Codes
  • Assets | WEB | Location
  • Assets | WEB | Plans
  • Assets | WEB | Plan Markers
  • Assets | Codes | Assign and Scan
  • Assets | WEB | Print QR Codes
  • Assets| WEB | Contacts
  • Assets | WEB | Work History
  • Assets | WEB | Invoices
  • Assets | WEB | Notes

Properties

9
  • Properties | WEB | Overview
  • Properties | WEB | List of Properties
  • Properties | WEB | Create New
  • Properties | WEB | Details
  • Properties | WEB | Plans
  • Properties | WEB | Plan Markers
  • Properties | WEB | Contacts
  • Properties | WEB | Property Assets
  • Properties | WEB | Work History

Calendar

17
  • About The Calendar
  • Web | Calendar Features
  • Web | Filter
  • Web | Search
  • Web | Event Type Configuration
  • Web | Create an Event
  • Web | Edit an Event
  • Web | Delete an Event
  • Web | Work Activities
  • Web | Asset, Property, and Work Activity Calendars
  • Mobile | Calendar Features
  • Mobile | Filter
  • Mobile | Search
  • Mobile | Create an Event
  • Mobile | Edit an Event
  • Mobile | Delete an Event
  • Mobile | Work Activities

Contacts

1
  • Contacts | WEB | Overview

Clients

2
  • Clients | WEB | Overview
  • Clients | Accept Sign Up Invitation

Contractors

9
  • Contractors | WEB | Overview
  • Contractors | WEB | List of Contractors
  • Contractors | Settings | Create a New Contractor Record
  • Contractors | Subscriber | Add Contractor User
  • Contractor | WEB | Access and Work Flows
  • Contractors | WEB | Contractor Approvals Widget
  • Contractors | Approval Process | Contractors and Workers
  • Contractor | WEB | Contractor Workers Overview
  • Contractors | WEB | Create New Contractor Worker

Employees

7
  • Employees | WEB | User Roles Overview
  • Employees | Web | Information and RLS
  • Employees | WEB | List Of Employees
  • Employees | WEB | Create New User Roles
  • Employees | WEB | Create New Employee
  • Employees | WEB | Link to User Role
  • Employees | WEB | Multiple User Groups

Suppliers

1
  • Suppliers | WEB | Overview

Rates

6
  • Rates | WEB | Rate Groups and Availability
  • Rates | Rate Groups |+Create New
  • Rates | Rate Groups | Items – List of
  • Rates | Rate Groups | New Items and Linked Requests
  • Rates | Requests | List of Requests
  • Rates | Requests | +Create New

Settings

8
  • Settings | WEB | An Overview
  • Settings | WEB | Companies
  • Settings | WEB | Areas
  • Settings | WEB | Projects
  • Settings | WEB | Fields Overview
  • Settings | List Of Fields
  • Settings | Fields | Create New
  • Settings | Fields | Bulk Actions

System Interface

5
  • System Interface | WEB | Incoming Events
  • System Interface | Outgoing Events
  • System Interface | Integration Modules
  • System Interface | Integration Modules | Create New
  • System Interface | Upload Integration Data

User Account Administration

19
  • User Account Administration | My Profile
  • User Account Administration | Role-Based Access Control (RBAC)
  • User Account Administration | Record-Level Security (RLS)
  • User Account Administration | User Roles and Permissions
  • User Account Administration | Main Subscription User
  • User Account Administration | Subscriber User Roles
  • Subscriber User Roles | Invite a New User
  • User Account Administration | Link User Role to Employee
  • User Account Administration | The System Administrator
  • Subscriber Role | Manager
  • Subscriber User | Finance Role
  • Subscriber User | Review and Approve Role
  • Subscriber User | Asset and Scheduler Role
  • Subscriber User | Create and Update Role
  • External Users | Invite to Your SpyderFlow System
  • External Users | Client Standard Role
  • Subscriber and External | Check User Status
  • Subscriber and External Roles | Edit User
  • Subscriber and External | Disable User Account

Profile Subscription Settings

2
  • Subscription Settings | User Access – Multiple subscriptions
  • Subscription Settings | Change Subscription

Subscriber Settings

8
  • Subscriber Settings | Overview and Details Tab
  • Subscriber Settings | Region Tab
  • Subscriber Settings | Workflow Tab
  • Subscriber Settings | Allow Generate QR Codes
  • Subscriber Settings | Communications Tab
  • Subscriber Settings | Financial Tab
  • Subscriber Settings | Security Tab
  • Subscriber Settings | Activity Tab

Customisation | Columns

3
  • Customisation | Columns | Helpful Information
  • Customisation | Select List | Show or Hide Columns
  • Customisation | List Pages | Resize Columns

Custom Connection | Xero to SpyderFlow

14
  • Custom Connection | Xero | Overview
  • Custom Connection | Xero | Handy Hints
  • Custom Connection | Xero Settings
  • Custom Connection | Xero | Purchase Subscription
  • Custom Connection | Xero | Add a New App
  • Custom Connection | Xero | Select Accounting Scopes
  • Custom Connection | Xero | Send Authorisation Email
  • Custom Connection | Xero | Accept Email
  • Custom Connection | Xero | Client ID and Secret Key
  • Custom Connection | SpyderFlow | Financial settings
  • Custom Connection | Add Webhook URL to Xero
  • Custom Connection | Connected to Xero
  • Custom Connection | Map Tax Codes
  • Custom Connection | Xero to SpyderFlow | Tracking Categories

Multi-Factor Authentication MFA

9
  • Multi-factor Authentication | MFA | Overview
  • Multi-Factor Authentication MFA | WEB vs Mobile App
  • Multi-Factor Authentication MFA | First Time | Sign up by Email
  • Multi-Factor Authentication MFA | Verification code Options
  • Multi-Factor Authentication MFA | Verification Code to Phone
  • Multi-Factor Authentication MFA | Verification Code to Email
  • Multi-Factor Authentication MFA | Add MFA Phone Option to My Profile
  • Multi-Factor Authentication MFA | No MFA Phone Number added
  • Multi-Factor Authentication MFA | System Admin | Add MFA Phone Option to Users

Release Notes

17
  • RELEASE 2025-2
  • RELEASE 2025-1
  • RELEASE 2024-8
  • RELEASE 2024-7
  • RELEASE 2024-6
  • RELEASE 2024-5
  • RELEASE 2024-4
  • RELEASE 2024-3
  • RELEASE 2024-2
  • RELEASE 2024-1
  • RELEASE 2023-5
  • RELEASE 2023-4
  • RELEASE 2023-3
  • RELEASE 2023-2
  • RELEASE 2023-1
  • RELEASE 2022-2
  • RELEASE 2022-1

Reports

1
  • Reports | WEB | Overview

Account Admin

5
  • Account Admin | WEB | Employee | Assign to User Group
  • Account Admin | System Admin or Manager | Overview
  • Account Admin | WEB | User Groups | Security
  • Account Admin | WEB | System Admin | Set User Groups
  • Account Admin | WEB | System Admin | Enable RLS

Companies

6
  • Companies | WEB | Overview
  • Companies | WEB | List of Companies
  • Companies | WEB | +Create New
  • Companies | WEB | Financial tab
  • Companies | WEB | Related Tab
  • Companies | WEB | Activity Tab
  • Home
  • SpyderFlow Knowledge Base
  • Clients
  • Clients | Accept Sign Up Invitation
View Categories

Clients | Accept Sign Up Invitation

Welcome to SpyderFlow

As a client of SpyderFlow you will be an external user to the workflow management system.

Invitation Process

An invitation to sign up to SpyderFlow will be sent to your designated email address.

  • This email will be sent from a no-reply email and may go to your spam folder and not show in your inbox.
  • Please check both the inbox and spam sections for the email.

The invitation will be active for up to 72 hours, please click on and sign up with this period.

  • If the invitation expires let your System Administrator or Manager know. So they can resend another invitation.

 

Sign Up Options

Important! Choose your option to sign up with how you want to continue each time after.

  • If you want to use SSO (Single Sign On: Microsoft, Google or Apple) choose this First Time on Sign Up.

Do Not Use Email and Password if using SSO options. 

  • Sign Up with Email
  • Sign Up with Apple
  • Sign Up with Google
  • Sign Up with Microsoft

Once your option is chosen, follow through prompts and enter in password as requested.

If you use email/password sign up you will choose a password. This will need to be reset every 30 days.

If you use SSO (Microsoft, Google, Apple) the you will follow the same process as you do for any other applications in your company. Like when you sign into your email, web browser etc.

An example of SSO with Microsoft sign up is available at the link below

Getting Started | Activate Invitation | First Time Microsoft SSO

At completion of sign up you will arrive at the SpyderFlow Dashboard.

Your user role level will give you the areas on your Main Menu of access.

  • Service Requests
  • Properties/Assets

Data available will be set to what you should access.

If issues please let your System Administrator or Manager know so they can adjust for you.

Updated on 4 August 25
Table of Contents
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  • Sign Up Options

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