Home
Overview
On opening SoloAssist, the Home menu gives you access to common features and setup options. If this is your first time using SoloAssist, make sure you've read through our Getting Started to setup SoloAssist before starting your first quote.
To start a quote, select 'Start New Quote' under 'Welcome', then select 'Use a copy of the Sample Template'.
Welcome
Start a new quote/job from a copy of an existing job file, or by using a copy of our sample template.
If your just starting with SoloAssist, select Use our sample template. It's a great place to start, to see how SoloAssist can be setup. You can learn a lot from how each views groups and items has been setup.
Note: A quote and job file are the same. The only difference is when you win a job, you lock the contract total.
Allows you to open an existing job.
This allows you to build a new customised job template. You can then use it for quoting and running jobs.
Jobs
Right-Click Menu
- Open
- Open file location
- Open a copy
- Remove from list
Home (side menu)
Save, Save As, Auto Save, Backups
Saves the current quote/job file with its existing name and save location.
When an asterisk (star symbol) appears after the job file name extension e.g. (.quo*) this indicates a change has occurred to the current open job file. This asterisk will disappear after the job has been saved.
Allows you to rename and save a duplicate/copy of the job file to the same or different save location.
SoloAssist default saves your quote/job file backups to:
(C:) User > (Your name) > Document ► SoloAssist ► Quotes & Jobs ► Backups
This location can be changed in your SoloAssist Home menu ► Options ► Backups.
This opens the print options to preview, print, or save to PDF your quotes or job reports.
Job Details
This opens the job details of the current job open. You can add and edit your job details as required.
Clear Views
Depending on your selection for each view, it can either clear (delete-out) the job specific data entries of the current quote/job open, or it can clear everything (delete-out) the quote template groups with its items of each selected view. If you are unsure, create a quote/job copy first before clearing any data. Once applied, it cannot be undone.
This option ensures that no data entries or template setup will be cleared.
This option will clear the job specific data entries of the selected views in the current quote/job only. This can help with restarting specific views of the quote.
This option will clear everything in the selected views of the current open job template. It will not effect your Organisation details, Price List, or Plans items.
Add-Ons
The Xero connection allows you to import contacts from Xero, and send expense invoices from SoloAssist to Xero.
The MYOB connection allows you to import contacts from MYOB, and send expense invoices from SoloAssist to MYOB.
Options
Options allows you to show or hide which tab views you want to use, reset deault settings, change the location of your SoloAssist Databases, Auto Backups, and User Settings.
Organisation
This allows you to setup multiple interchangeable business details, with your own customised business terms of trade. You can enter terms & conditions for small works contracts, sales invoices, client variations, and subcontractor variations.
Add your business logo within the sizes shown below. This will ensure they display correctly and not look fuzzy, blurry, or partly show.
Logo Sizes
Header Logo (Max. 250wide x 200high pixels)
Footer Logo (Max. 500wide x 50high pixels)
Help Centre
This opens the SoloAssist Help Centre. It has instructions on all views and windows throughout SoloAssist so you can learn specific areas of the SoloAssist software 24/7.
Contact Us
Links you directly to the SoloAssist website Contact Us page, to provide feedback or submit a user request.
Remote Assistance
Allows a support or training agent to directly access your computer from another location. You will need to book a date and time for this service.
About
This shows the SoloAssist software version number and What's New in the software. It displays your SoloAssist subscription details and Software Terms Of use. It also enable you to renew your user subscription and add an extra user if required.
Exit
This closes SoloAssist. If changes have been made to your job or quote file, it will then save your changes, then close.
How do I...
Save my work?
SaveYou can save your quote/job files to any location e.g: Documents, OneDrive, Dropbox, Google Drive, or other.
When an asterisk ( * ) appears after the quote/job file name extension e.g. (.quo*) this indicates a data change in the file that has not been saved yet. The asterisk symbol will disappear after the quote/job has been saved.
The SoloAssist Home menu Save and Save As options perform as follows:
Save will save the the current quote or job file to its current location.
Save As allows you to save the current quote/job file with a different file name, to another location, if your wanting to create a duplicate copy of the quote or job file. Typically, used for quoting or job variations.
Troubleshooting
My Job files have disappeared from the Jobs list?
Typically, this is a SoloAssist setup issue. Commonly this issue happens when changing devices or changing your jobs folder or file location or names outside of SoloAssist. This then causes the SoloAssist saved path to finding and displaying those files to be broken and cannot find your file/s.
To resolve the issue, try the following.
If this didn't resolve the issue, try point 2 below.
Step 1) Go to your SoloAssist ► Home ► Options ► User Settings, click Open.
Step 2) In the File Explorer folder navigation bar at the top, select SoloAssist, then delete the Settings folder.
Step 3) Close then reopen SoloAssist.
Step 4) In the Welcome menu select Open Existing. Then open an existing job, then your jobs or quote files should start displaying again in your Jobs list. Now test it by closing and reopening SoloAssist again. Your Job file should now be displaying in your Jobs list.
If this didn't resolve the issue, try point 3 below.
If this didn't resolve the issue, try point 4 below.
Error Message - A quote file has become corrupt, has an error or is incorrect?
To resolve the issue, try the following.
My logo isn't displaying correctly?
Check your business logo sizes are within the specifications below. If they are incorrectly sized, they may appear blurry or cut off.
Header Logo (Max. 250 wide x 200 high pixels)
Footer Logo (Max. 500 wide x 50 high pixels)
