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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
Companies
Companies | WEB | Related Tab

View Categories

Companies | WEB | Related Tab

Related

Includes areas related to the Company eg. Rate Groups can be shown in this area for view by the user

Updated on 24 July 25

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