> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration.md). # Administration - [Product Concepts](https://learn.withessential.com/administration/basics.md) - [First login, navigation, and support](https://learn.withessential.com/administration/basics/first-login-navigation-and-support.md) - [Use the New menu to create records with context](https://learn.withessential.com/administration/basics/use-the-new-menu-to-create-records-with-context.md) - [Timeline events and comments](https://learn.withessential.com/administration/basics/timeline-events-and-comments.md) - [Pick a date range](https://learn.withessential.com/administration/basics/pick-a-date-range.md) - [The Activity Feed: what your team has been doing](https://learn.withessential.com/administration/basics/activity-feed.md) - [Mark up a photo or PDF](https://learn.withessential.com/administration/basics/mark-up-a-photo.md) - [Roles and permissions: how access works](https://learn.withessential.com/administration/basics/roles-and-permissions-how-access-works.md) - [Custom fields: your business's extra fields on records](https://learn.withessential.com/administration/basics/custom-fields-your-businesss-extra-fields-on-records.md) - [Custom pricing: a special price for an item, per customer or property](https://learn.withessential.com/administration/basics/custom-pricing-a-special-price-for-an-item-per-customer-or-property.md) - [Essential Assistant](https://learn.withessential.com/administration/using-the-essential-assistant.md) - [What the Essential Assistant can and can't do](https://learn.withessential.com/administration/using-the-essential-assistant/what-the-essential-assistant-can-and-cant-do.md) - [Attaching files to the Assistant](https://learn.withessential.com/administration/using-the-essential-assistant/attaching-files-to-the-assistant.md) - [Ask the Assistant for a CSV export](https://learn.withessential.com/administration/using-the-essential-assistant/ask-the-assistant-for-a-csv-export.md) - [What the Assistant remembers, who sees it, and how to clear it](https://learn.withessential.com/administration/using-the-essential-assistant/what-the-assistant-remembers-who-sees-it-and-how-to-clear-it.md) - [Asking the Assistant to do things: actions you confirm](https://learn.withessential.com/administration/using-the-essential-assistant/asking-the-assistant-to-do-things-actions-you-confirm.md) - [Ask the Assistant to fill in a form](https://learn.withessential.com/administration/using-the-essential-assistant/ask-the-assistant-to-fill-in-a-form.md) - [Reviewing a bulk change from the Assistant](https://learn.withessential.com/administration/using-the-essential-assistant/reviewing-a-bulk-change-from-the-assistant.md) - [Editing a quote or invoice through the Assistant](https://learn.withessential.com/administration/using-the-essential-assistant/editing-a-quote-or-invoice-through-the-assistant.md) - [Editing an inspection report through the Assistant](https://learn.withessential.com/administration/using-the-essential-assistant/editing-an-inspection-report-through-the-assistant.md) - [Customer Portal Concepts](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal.md) - [How your customers sign in to the Customer Portal](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/how-your-customers-sign-in-to-the-customer-portal.md) - [Managing portal users (inviting, access scope, and editing)](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/managing-portal-users-inviting-access-scope-and-editing.md) - [The property-access form your customers fill out to approve, deny, or redirect upcoming work](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/the-property-access-form-your-customers-fill-out-to-approve-deny-or-redirect-upcoming-work.md) - [Automation Concepts](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle.md) - [Why isn't an asset group's automation running? (blockers)](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/why-isnt-an-asset-groups-automation-running-blockers.md) - [What automated outreach sends, and previewing it](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-automated-outreach-sends-and-previewing-it.md) - [How automated outreach batches are built and who they go to](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/how-automated-outreach-batches-are-built-and-who-they-go-to.md) - [What happens after automated outreach: the customer's response](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-happens-after-automated-outreach-the-customers-response.md) - [Custom Task automation: an internal task instead of customer outreach](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/custom-task-automation-an-internal-task-instead-of-customer-outreach.md) - [Visit types: which services a visit or inspection report can complete](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/visit-types-which-services-an-inspection-report-can-complete-and-reset.md) - [What "Awaiting Service Completion" means and how it clears](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-awaiting-service-completion-means-and-how-it-clears.md) - [What a service completion is and how it's recorded](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-a-service-completion-is-and-how-its-recorded.md) - [Settings](https://learn.withessential.com/administration/settings.md) - [What you can set up in Settings](https://learn.withessential.com/administration/settings/what-you-can-set-up-in-settings.md) - [Manage Essential billing](https://learn.withessential.com/administration/settings/essential-billing.md) - [Set up your business profile: name, logo, brand color, contact, address](https://learn.withessential.com/administration/settings/set-up-your-business-profile-name-logo-brand-color-contact-address.md) - [Create brands for multiple business identities](https://learn.withessential.com/administration/settings/create-brands-for-multiple-business-identities.md) - [Create offices to organize your locations](https://learn.withessential.com/administration/settings/create-offices-to-organize-locations.md) - [Add and manage users and their roles](https://learn.withessential.com/administration/settings/review-users-and-their-roles.md) - [Set a user's license number, expiration, and seal](https://learn.withessential.com/administration/settings/set-a-users-license-number-expiration-and-seal.md) - [Roles and permissions](https://learn.withessential.com/administration/settings/roles-and-permissions.md) - [Connect Stripe for payments and automatic sales tax](https://learn.withessential.com/administration/settings/connect-stripe-for-payments-and-automatic-sales-tax.md) - [Sales tax settings](https://learn.withessential.com/administration/settings/sales-tax.md) - [Connect QuickBooks to sync accounting](https://learn.withessential.com/administration/settings/connect-quickbooks-to-sync-accounting.md) - [Set up automatic late fees](https://learn.withessential.com/administration/settings/set-up-automatic-late-fees.md) - [Turn scheduling and GPS features on or off](https://learn.withessential.com/administration/settings/turn-scheduling-and-gps-features-on-or-off.md) - [Turn invoicing on or off](https://learn.withessential.com/administration/settings/turn-invoicing-on-or-off.md) - [Configure Technician App behavior](https://learn.withessential.com/administration/settings/require-photo-names-and-swipe-to-pass-fail-assets.md) - [Configure technician schedule-change notifications](https://learn.withessential.com/administration/settings/configure-technician-schedule-notifications.md) - [Share documents with technicians](https://learn.withessential.com/administration/settings/share-documents-with-technicians.md) - [Configure visit reminders](https://learn.withessential.com/administration/settings/configure-visit-reminders.md) - [Add, edit, or disable visit types](https://learn.withessential.com/administration/settings/add-edit-or-disable-visit-types.md) - [Map values when changing an asset attribute type](https://learn.withessential.com/administration/settings/map-values-when-changing-asset-attribute-types.md) - [Merge duplicate asset attribute options](https://learn.withessential.com/administration/settings/merge-duplicate-asset-attribute-options.md) - [Create and manage custom fields](https://learn.withessential.com/administration/settings/create-and-manage-custom-fields.md) - [Build your intake form](https://learn.withessential.com/administration/settings/build-your-intake-form.md) - [Enable or disable the Customer Portal for all customers](https://learn.withessential.com/administration/settings/enable-or-disable-the-customer-portal-for-all-customers.md) - [Let customers request service from the Customer Portal](https://learn.withessential.com/administration/settings/let-customers-request-service-from-the-customer-portal.md) - [Set up Job Summaries](https://learn.withessential.com/administration/settings/set-up-job-summaries.md) - [The Compliance Engine integration](https://learn.withessential.com/administration/settings/the-compliance-engine-integration.md) - [Verify the email address Essential sends from](https://learn.withessential.com/administration/settings/verify-the-email-address-essential-sends-from.md) - [Add or edit a pricebook item](https://learn.withessential.com/administration/settings/add-or-edit-a-pricebook-item.md) - [Create a rate sheet to price many items at once](https://learn.withessential.com/administration/settings/create-a-rate-sheet-to-price-many-items-at-once.md) - [Add the intake form to your website](https://learn.withessential.com/administration/settings/add-the-intake-form-to-your-website.md) - [Add, rename, reorder, or remove task statuses](https://learn.withessential.com/administration/settings/add-rename-reorder-or-remove-task-statuses.md) - [Customize your Jobs task folders](https://learn.withessential.com/administration/settings/customize-jobs-task-folders.md) - [Organize task categories and folders](https://learn.withessential.com/administration/settings/organize-task-categories-and-folders.md) - [Automate task statuses with Task Automations](https://learn.withessential.com/administration/settings/automate-task-statuses-with-task-automations.md) - [Task Documents: send and attach supporting documents](https://learn.withessential.com/administration/settings/task-documents-send-and-attach-supporting-documents.md) - [Bulk upload pricebook items from a spreadsheet](https://learn.withessential.com/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md) - [Build and publish your Job Approval form](https://learn.withessential.com/administration/settings/build-and-publish-your-job-approval-form.md) - [Change your name or email](https://learn.withessential.com/administration/settings/change-your-name-or-email.md) - [Choose your default home page](https://learn.withessential.com/administration/settings/choose-your-default-home-page.md) - [Choose your appearance (Light or Dark)](https://learn.withessential.com/administration/settings/choose-your-appearance-light-dark-or-system-theme.md) - [Choose which day starts your week](https://learn.withessential.com/administration/settings/choose-which-day-starts-your-week.md) - [Choose when Never Clocked In tasks are created](https://learn.withessential.com/administration/settings/choose-when-never-clocked-in-tasks-are-created.md) - [Choose and customize your invoice document template](https://learn.withessential.com/administration/settings/choose-and-customize-your-invoice-document-template.md) - [Customize manual payment methods](https://learn.withessential.com/administration/settings/customize-manual-payment-methods.md) - [Set the next invoice number](https://learn.withessential.com/administration/settings/set-the-next-invoice-number.md) - [Choose and customize your quote document template](https://learn.withessential.com/administration/settings/choose-and-customize-your-quote-document-template.md) - [Configure the automated outreach sequence](https://learn.withessential.com/administration/settings/configure-the-automated-outreach-sequence.md) - [Configure Custom Task timing](https://learn.withessential.com/administration/settings/configure-custom-task-timing.md) - [Connect a calendar (Google or Microsoft Outlook)](https://learn.withessential.com/administration/settings/connect-a-calendar-google-or-microsoft-outlook.md) - [Create Terms & Conditions sets for quotes](https://learn.withessential.com/administration/settings/create-terms-and-conditions-sets-for-quotes.md) - [Customize your invoice email and receipt templates](https://learn.withessential.com/administration/settings/customize-your-invoice-email-and-receipt-templates.md) - [Edit a document template's design](https://learn.withessential.com/administration/settings/edit-a-document-templates-design-with-edit-code.md) - [Intake form field types: standard and custom fields](https://learn.withessential.com/administration/settings/intake-form-field-types-standard-and-custom-fields.md) - [Map services to visit types (Service Visit Types page)](https://learn.withessential.com/administration/settings/map-services-to-visit-types-service-visit-types-page.md) - [Reset or change your password](https://learn.withessential.com/administration/settings/reset-or-change-your-password.md) - [Set processing fees and pass Stripe fees to customers](https://learn.withessential.com/administration/settings/set-a-minimum-charge-for-credit-card-fees.md) - [Set the confirmation email for automated outreach](https://learn.withessential.com/administration/settings/set-the-confirmation-email-for-automated-outreach.md) - [Set up inventory locations and suppliers](https://learn.withessential.com/administration/settings/set-up-inventory-locations-and-suppliers.md) - [Turn Equipment on or off and manage your equipment](https://learn.withessential.com/administration/settings/turn-equipment-on-or-off-and-manage-equipment.md) - [Set up invoice prompt templates for AI drafting](https://learn.withessential.com/administration/settings/set-up-invoice-prompt-templates-for-ai-drafting.md) - [Set up quote prompt templates for AI drafting](https://learn.withessential.com/administration/settings/set-up-quote-prompt-templates-for-ai-drafting.md) - [Learnings for AI quote and invoice drafts](https://learn.withessential.com/administration/settings/learnings-for-ai-quote-and-invoice-drafts.md) - [Set your Customer Portal heading and URL](https://learn.withessential.com/administration/settings/set-your-customer-portal-heading-and-url.md) - [Enable and customize Work Acknowledgments](https://learn.withessential.com/administration/settings/enable-and-customize-work-acknowledgments.md) - [Turn on Job Costing and set cost rates](https://learn.withessential.com/administration/settings/turn-on-job-costing-and-set-cost-rates.md) - [Set up Time & Pay for timecards](https://learn.withessential.com/administration/settings/set-up-time-and-pay-for-timecards.md) - [Verify your whole sending domain with DKIM](https://learn.withessential.com/administration/settings/verify-your-whole-sending-domain-with-dkim.md) - [What the permissions control: a tour of the catalog](https://learn.withessential.com/administration/settings/what-the-permissions-control-a-tour-of-the-catalog.md) - [Where intake form submissions go after a client submits](https://learn.withessential.com/administration/settings/where-intake-form-submissions-go-after-a-client-submits.md) - [Get notified about new service requests](https://learn.withessential.com/administration/settings/get-notified-about-new-intake-form-submissions.md) - [Manage your personal notifications](https://learn.withessential.com/administration/settings/manage-your-personal-notifications.md) --- # Agent Instructions This documentation is published with GitBook. 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