Documentation
Complete guides to help you set up features, configure integrations, and get the most out of Opscel.
Getting Started
Onboarding for New Businesses
First-time setup checklist for new accounts. Complete these steps in order to go from sign-up to first job scheduled in under 60 minutes.
Settings Tour
Quick orientation to every settings page in Opscel. Learn what each setting controls and where to find advanced configuration options.
Team, Roles & Permissions
Complete guide to inviting team members, assigning roles, and managing permissions. Learn about the 7 fixed roles and multi-tenant access.
Branding & PDF Customization
Configure your company logo, color scheme, and PDF templates. Learn how to customize certificates, quotes, and invoices with your branding.
Document Numbering
Customize invoice, quote, certificate, and job number formats with prefixes, date patterns, and sequential counters for professional document management.
Field Service
Field Service App — Engineer's Day
Complete guide to using the Opscel field service PWA for engineers. Learn how to manage jobs, capture work, and sync data offline.
Jobs & Multi-Visit Workflow
Complete guide to creating, scheduling, and managing jobs. Learn about job statuses, multi-visit jobs, engineer assignment, and completion workflows.
Offline Mode & Sync Deep Dive
Technical guide to offline-first architecture, sync queue, conflict resolution, and network detection. Learn how data syncs between field and cloud.
Fire Safety Jobsheets & Fault Tracking
Combined BS 5839 & BAFE SP203 inspection jobsheets and carried-forward fault tracking for fire alarm servicing visits.
Worksheets & Checklists
Certificates
Sales & Quoting
Quotations Overview
Complete guide to creating quotes, templates, line items, and customer acceptance. Learn about quote-to-job conversion and deposit handling.
Quote Defaults
What Settings → Sales → Quote Defaults controls: default deposit, validity period, price breakdown, call-out rates, and the template used for defect and remedial quotes.
Defects to Quotation Guide
Master the bundled remedial quotes feature. Create one professional quote for multiple defects instead of separate quotes per issue.
Remedial Scope of Works Guide
Turn site defects into customer quotes in one tap. Engineer logs defects, worksheet auto-attaches, office generates bundled quotes.
Customer Experience
Scheduling & Operations
Service Contracts
Set up recurring service automation with contracts. Learn about cadence rules, asset pre-loading, cron timing, and job generation.
Remote Monitoring
Track ARC-handled monitoring cases, keyholders, and false alarm counters without dispatching an engineer. Learn how escalation to a job works and how monitoring bills as a recurring fee.
Planning Your Week with the Planner
See every engineer's week on one board, and book work by dragging it into place. Learn how to read the board, book from the backlog, and move visits.
Calendar Integration
Connect Google Calendar, Microsoft 365, or ICS feeds. Learn about two-way sync, availability blocking, OAuth setup, and token refresh.
Assets
Asset Tracking — Support Guide
A quick guide to capturing site equipment in Opscel, registering it from your engineers' worksheets, and printing the per-site asset register your customers and assessors want to see.
Asset Register & Lifecycle
Deep dive into asset tracking, auto-promotion rules, parent-child hierarchies, service cadence, and asset pre-loading for service contracts.
Purchasing
Financial Management
Invoicing Guide
Complete guide to creating, managing, and sending invoices. Covers job-to-invoice workflow, deposits, tax configuration, and status tracking.
Quote to Invoice Workflow Guide
Complete end-to-end workflow: understand how quotes, jobs, and invoices connect. Learn the two invoice paths (Fixed-Price vs. T&M), deposit handling, and Good-Better-Best tier selection.
Job Profitability
How Estimated and Actual are worked out on a job's Financial tab, the two labour rates that drive them, and why some figures are left blank.
Accounting Integration Guide
Step-by-step setup guide for connecting Xero or QuickBooks. Learn about account mappings, invoice posting, and payment sync.
Reports & Analytics
Integrations & Automation
Migration & Data
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