Playbooks for taking each module live.
Short, opinionated rollouts written from real implementations — so you launch one module properly instead of six halfway.
Guides
Rollouts written from real implementations
Follow the sequence, or jump straight to the module you are launching next.
Launch job cards in a week
- 1. Define your statuses
- 2. Map crews to roles
- 3. Pilot on one site
- 4. Turn on PDFs and alerts
Get stock counts trustworthy
- 1. Import SKUs
- 2. Set reorder points
- 3. Record movements at source
- 4. Review the weekly report
Move leave off email
- 1. Create leave types
- 2. Load allowances
- 3. Set approvers
- 4. Publish the policy page
Make timesheets stick
- 1. Set the week start
- 2. Link projects
- 3. Agree submission day
- 4. Run the approval queue
Quote to cash in TasksPro
- 1. Onboard the client
- 2. Build the quote
- 3. Convert to invoice
- 4. Chase with due-date alerts
Design your permission model
- 1. List your roles
- 2. Map modules to roles
- 3. Grant view before edit
- 4. Audit after 30 days