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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 New Quote

Start a new quote from either using a copy of an existing quote, or a copy of our Sample Template.

When first starting, select Use a copy of the Sample Template. It's a great place to start, to see how SoloAssist can be setup and its capability. You can learn a lot from how the sample template has been setup. Then you can edit and customise it, to suit your own requirements.


How to evolve your quote template?

To evolve your quote template, always start your new quote by selecting your last existing quote as your template. This will roll forward any template changes or customisations you previously made. e.g. groups, items, pricing, etc. This process creates a new template copy, removing any previous job-specific data entered from the previous quote. Allowing you to start a new quote with a cleared up-to-date template.

Open Existing

Opens an existing quote that is not already in the Last Opened list.


Build New Template

This allows you to build a new customised job template. You can then use it for quoting and running your jobs.


Jobs


This is a list of your recent quote and job files. Click a job to open it, or right-click to see its menu.

(Right-click menu)

  • Open
  • Open file location
  • Open a copy
  • Remove from list.

Home (menu)

Save | Save As | Auto Save Backups

Save

Saves the current Quote/Job file with its existing name and stored location.
When an asterisk (star symbol) appears after the quote file name extension (.quo*), this indicates a change has occurred to the current open Quote/Job file. The Asterisk will disappear after the quote/job has been saved.


Save As

Allows you to rename and save a duplicate Quote/Job file.


Print

Print

This allows you to Preview, Print, or Save to PDF your quote or job reports.

Learn more

Job Details

Job Details

This opens the job details of the current job open. You can add and edit your job details as required.

Learn more

Clear Views

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.


Do Not Clear

This option ensures that no data entries or template setup will be cleared.


Clear Data Entries

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.


Clear Everything

This option will clear everything in the selected views of this template. It will not effect your Company Setup details, Price List or Plan Scan.

Add-Ons

XERO Connection

The Xero connection allows you to import contacts from Xero, and send expense invoices from SoloAssist to Xero.

Learn More


MYOB Connection

The MYOB connection allows you to import contacts from MYOB, and send expense invoices from SoloAssist to MYOB.

Learn More

Options

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.

Learn more

Organisation

Organisation

This allows you to setup multiple interchangable 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 showing.


Logo Sizes

Header Logo (Max. 250wide x 200high pixels)

Footer Logo (Max. 500wide x 50high pixels)

Help Centre

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

Contact Us

Links you directly to the SoloAssist website Contact Us page, to provide feedback or submit a question or request.

Remote Assistance

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

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

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?

Save
Click the blue Save icon top left-hand corner of the screen.

SoloAssist saves your work same as Microsoft Word or Excel. You can save your quote/job files to any location E.g: Documents, Onedrive, Dropbox, GoogleDrive, or Other.

This will save the current quote/job file with its existing name to its stored location.
When an asterisk (star symbol) appears after the quote file name extension (.quo*), this indicates a change has occurred to the currently open quote/job file. The Asterisk symbol will disappear after the quote/job has been saved.

In addition, the SoloAssist Home menu has Save and Save As options. Save will perform the same function as clicking the Save icon. However, Save As allows you to save the current quote/job file with a different file name to another location if required.

Troubleshooting

My quote/job files have disappeared from the Jobs list?

Please note, this is not a SoloAssist software issue, its a computer setup issue.

To resolve the issue, try the following.


1
If you have renamed your quote files or job folders or moved either of them to a new location. Then the SoloAssist Recent list saved locations of those quote files, will no longer exist. Hence, your Recent list will have disappeared. In the SoloAssist software Welcome menu, select Open Existing then find and open your quote file/s again. They will then reappear in your Recent list.

If this did not work, try point 2 below.


2
Alternatively, this issue can also be caused by your OneDrive or Dropbox auto backups relocating your Documents folder and files. If you turn off the OneDrive or Dropbox Documents auto backups, your SoloAssist Recent list should start working again. This is because your SoloAssist user settings Recent list is stored in: This PC Documents SoloAssist Settings

If you require assistance, please contact your local IT technician.

Error Message - A quote file has become corrupt, has an error or is incorrect?

To resolve the issue, try the following.


1
If you are working with files from OneDrive, Dropbox, GoogleDrive, Sharepoint, etc, you will be able to log into your account and locate the file version history and restore the file back to before the problem started.

2
Alternatively, see the SoloAssist software Home menu Options Auto Save Backups, to help find a backup file that works.

If you require assistance, please contact your local IT technician.

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)