Business Owner — Help Centre Index

This index lists every Help Centre article written for the Business Owner role, in the order a Business Owner would typically use them. Use it as your map for setting up the business, taking on work, running the team, and getting paid.

If you are still deciding what the Business Owner role can do across MyApprentice, start with the Business Owner — Role overview.

Get set up

1. Set up MFA — Turn on multi-factor authentication so your privileged account is protected.
2. Recover access after MFA device loss — Get back into your account if you lose or replace your MFA device.
3. Set up OAuth sign-in — Use Google, Microsoft, or Apple sign-in instead of a password.
4. Complete your business profile — Set the business details that appear on every quote and invoice.
5. Configure business settings — Switch features on or off across your business.
6. Set payment methods and terms — Define how clients can pay and your default payment terms.
7. Upload your quote and invoice logo — Brand the PDFs you send to clients.
8. Set quote validity and reminder defaults — Decide how long quotes are valid and when reminders go out.
9. Review your subscription and billing — See your plan, seats, billing history, and AI usage panel.

Take work in via the public enquiry form

10. Set up the public enquiry form — Turn the form on and configure the fields.
11. Share or embed the enquiry form — Use your form URL on social, email, or your website.
12. Review and action an enquiry — Triage new enquiries that arrive in the platform.
13. Convert an enquiry to a quote — Move an enquiry into a real quote in one step.

Run the dashboard

14. Review your Needs Your Attention items — Check what needs your action when you log in.
15. Customise your dashboard — Configure Quick Actions and Custom Tiles to suit how you work.
16. Review notifications — Read the in-app activity feed.

Manage clients

17. Create a client — Add a new client record.
18. Review and edit a client — Find a client, review their history, and update their details.
19. Delete a client — Remove a client record (and restore it if needed).
20. Message a client — Use in-platform Messages to communicate with clients.

Run the team

21. Invite a team member — Add a Supervisor, Tradie, Apprentice, Admin, or Finance user.
22. Edit a user or change a role — Update someone’s role or profile details.
23. Delete or restore a team user — Remove a team member, or restore one you deleted earlier.
24. Resend an invitation or handle a seat limit — Resend the invite email or upgrade seats when you have run out.

Document history

25. View Document History — See every change made to your records over time.
26. Restore a deleted record — Bring back a record that was deleted in error.

Quote work

27. Create and send a quote — Build a quote and send it to the client.
28. Edit a quote — Update a quote before or after sending, with status-based rules.
29. Generate a quote PDF — Download or share a branded PDF version of a quote.
30. Record quote acceptance or rejection — Capture a Yes or a No from the client.
31. Handle an expired quote — Resend or refresh a quote that has aged out.

Manage jobs

32. Create a job from an accepted quote — Turn an accepted quote into a job to deliver.
33. Create a job manually — Add a job that did not start from a quote.
34. Add Job To-Do’s and internal notes — Brief the field team and keep an internal record on a job.
35. Mark a job complete — Finalise a job ready for invoicing.
36. Share job details with the client — Use the Client Portal to share progress.

Schedule shifts

37. Schedule a shift — Book work into the schedule.
38. Edit, reassign, or delete a shift — Adjust the schedule as plans change.
39. View the schedule board — See what is booked across the team.
40. Create multi-day or recurring shifts — Schedule longer or repeating bookings.

Invoice and get paid

41. Create an invoice — Raise an invoice from a quote, a job, or manually.
42. Edit and send an invoice — Review the draft, make changes, and email it.
43. Mark an invoice as paid — Record payment received outside of an integrated provider.

Xero integration

44. Connect Xero — Link your MyApprentice business to your Xero organisation.
45. Push an invoice to Xero — Send an invoice to Xero for your accountant.
46. Review Xero sync and resolve errors — Check sync status and fix any sync issues.

Timesheets

47. Review and approve a timesheet — Approve submitted timesheets ready for payroll.
48. Export payroll — Export approved timesheets for your payroll system.

Materials and suppliers

49. Create and manage materials — Build your materials library and adjust stock.
50. Manage suppliers — Add and maintain your supplier records.
51. Upload a supplier invoice — Capture a supplier invoice and run AI extraction.
52. Apply a supplier invoice to inventory — Match supplier-invoice lines to your materials and update stock.

Related guides

• Business Owner — Role overview