Briefcase v6
Contacts
Getting Started
Dashboard
Jobs
- Saving / Loading / Releasing Templates
- Moving tasks from one Job to another
- Changing a job number
- Introduction to Resource View (Beta)
- Introduction to Master & Sub-jobs
- Locking and unlocking records
Estimates
- Changing an existing estimate number
- Creating tasks from Estimates
- Proposals & Proposal Summaries
- Applying discounts within Briefcase
- Hiding line items in estimates
- Emailing estimates from Briefcase
Purchases
Invoicing
Reporting
Settings
- Editing email templates
- Sending emails using Briefcase
- Allowing less secured apps for Gmail integration
- Show weekends on the Dashboard calendar
- How to add a user
- Setting up Multi-Currency
Accounting Integration
Miscellaneous
Release Notes
- Briefcase Tenant 6.13
- Briefcase Tenant v6.12.0
- Briefcase Tenant v6.11.0
- Briefcase Tenant v6.10.0-beta
- Briefcase Tenant v6.9.0-beta
- Briefcase Tenant v6.8.0-beta
Briefcase v5
Getting Started
Setup
- Where can I find my License Key?
- Briefcase Install For Starter Edition
- Briefcase Install For Cloud Service
- Briefcase Install For Private Hosts
- Setup For Starter Edition
- Setup For Cloud Service
General
- Navigation
- Finding Records
- Entering Data
- Integrate your Google Calendar feed into Briefcase
- Sorting and Grouping items within Briefcase
- PC Keyboard Shortcuts
Dashboard
Contacts
Jobs
- ★ Integrate your job with Dropbox
- ★ Job Basics
- Setting tasks to be non-billable
- Parent Jobs
- Jobs List
- Team Members
Planning
Estimates
- ★ Working with Estimates
- Multiple Cost Options
- Deleting an Estimate Line Item
- The Purchases Tab
- Adding a Purchase or 3rd Party Supplied Item to Your Estimate items
- Hiding Line Items in your Estimate
Purchases
Invoices
Time & Expenses
Layouts and Reports
- ★ Using reports to better your business
- Requesting a Report or Template
- Creating Layouts (Briefcase 5.2.5 and newer)
- Adding Images to a Layout
- Adding Fields to a Layout
- Script Steps
Accounting
Settings
Troubleshooting
- Dashboard wont load (Windows Users)
- Briefcase Yosemite Support
- Communication error
- FileMaker quits unexpectedly
- Removing sample data from your Briefcase Trial
- Why can't I see a particular job on my dashboard?
FileMaker Pro
FileMaker Server
- FileMaker Server 13 Install
- FileMaker Server 13 Uninstall
- FileMaker Server 13 Admin Console
- FileMaker Server Remote Access
- FileMaker Server Public Address
- Ports Used by FileMaker