Getting Started

Get all set up and going with Wesat

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20 articles in this collection
Written by Kash Goudarzi and Milad Zolfaghari

How to create a quick invoice

Quickly create an invoice that you can send to your client or download as a PDF
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Written by Milad Zolfaghari
Updated over a week ago

What are smart fields

Learn about what smart fields are and how you can use them.
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Written by Milad Zolfaghari
Updated over a week ago

How do I send a message

Learn how to send a message to a client
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Written by Milad Zolfaghari
Updated over a week ago

How to I create an invoice

Learn how to create and send an invoice to your client
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Written by Milad Zolfaghari
Updated over a week ago

How to add an expense

Learn how to add an expense for your project
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Written by Milad Zolfaghari
Updated over a week ago

Create a change order

Learn how to best manage new items and/or changes to exisiting proposals that have already been accepted by the client.
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Written by Milad Zolfaghari
Updated over a week ago

How do I get paid

Learn how to set up your payments and when you'll get paid
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Written by Milad Zolfaghari
Updated over a week ago

How do I add calendar events

Learn how to add events for your projects
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Written by Milad Zolfaghari
Updated over a week ago

Create and send a questionnaire

Quickly create custom questionnaire templates and send them to your clients.
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Written by Milad Zolfaghari
Updated over a week ago

Create a template without a project

Quickly create any type of template to apply to any project.
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Written by Milad Zolfaghari
Updated over a week ago

How do I use the time tracker

Learn how to use the time tracker to track your hours worked on any projects and/or tasks.
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Written by Milad Zolfaghari
Updated over a week ago

Create and send a proposal

Proposals help you get your offering quickly to your clients for them to review. Just add a list of items your clients want and click send.
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Written by Milad Zolfaghari
Updated over a week ago

Create a calendar event

Creating calendar events is easy and useful for keeping track of your schedule across projects.
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Written by Milad Zolfaghari
Updated over a week ago

Bookkeeping

Learn how to view and navigate your bookkeeping
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Written by Milad Zolfaghari
Updated over a week ago

Add documents to projects

Learn how to add documents to your projects to stay organized and easily access important documents relevant to the project.
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Written by Milad Zolfaghari
Updated over a week ago

Managing your project

Learn how to effectively manage your projects so you can better serve your client
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Written by Milad Zolfaghari
Updated over a week ago

Create a project

Learn how to create your first project and what each status within your project means.
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Written by Kash Goudarzi
Updated over a week ago

Create and send a contract

Learn how to create a contract and how to send one to your client.
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Written by Kash Goudarzi
Updated over a week ago

Adding Clients

Learn how to add clients to your account so you can leverage them within your projects.
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Written by Kash Goudarzi
Updated over a week ago

Adding Automation to your workflow

Automation allows you to make those redundant tasks to managing your projects more automatic so you don't even have to.
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Written by Milad Zolfaghari
Updated over a week ago