Others
A collection of additional tools and settings that enhance your workflow. Includes advanced configurations, integrations, notifications, and other features that don’t fall under core modules like jobs or invoices.
Using the Pricebook and Creating BundlesThe Pricebook is a central library for all your products and services. You can create reusable items or combine multiple items into bundles for faster quoting and invoicing.
Connecting QuickBooks to NotifiIntegrate QuickBooks with Notifi to keep your financial data synced automatically between both systems.
Setting Up Taxes and Group TaxesConfigure individual and group tax rates that apply automatically to estimates and invoices.
Creating and Managing TasksLearn how to create, edit, and manage tasks in Notifi. Tasks help you schedule and track work activities on your calendar, ensuring nothing falls through the cracks.