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End-to-End Workflows

Connected processes start to finish — quote → job → invoice, supplier delivery → inventory.

(spans all topics)

Sole Trader End-to-End Workflows

This guide ties together every major MyApprentice workflow into one connected journey for a Sole Trader — a single operator who runs the wh…

5 min read
(spans all topics)

Teams End-to-End Workflows

This guide ties together every major MyApprentice workflow into one connected journey for a team-based business — a business that operates…

5 min read
Account & Security

Security and Account Workflows

This workflow covers everything you need to create, secure, and access your MyApprentice account — from first registration through to loggi…

5 min read
Account & Security

Security and Account Workflows

This workflow covers everything a team business needs to create, secure, and access MyApprentice accounts — from the Business Owner's first…

5 min read
Business Settings

Business Setup Workflow

This workflow covers configuring MyApprentice so it is ready for real business activity. It takes you from completing your business profile…

6 min read
Business Settings

Business Setup Workflow

This workflow covers configuring MyApprentice so it is ready for real business activity. It takes you from completing your business profile…

6 min read
Clients & Enquiries

Client Management Workflow

This workflow covers the full lifecycle of a client record in MyApprentice — creating a new client, keeping their details up to date, searc…

4 min read
Clients & Enquiries

Client Management Workflow

This workflow covers the full lifecycle of a client record in MyApprentice for a team business — creating a new client, keeping their detai…

4 min read
Clients & Enquiries

Client Portal Workflow

The Client Portal gives your clients a branded, self-service window into the work you are doing for them. It is a live feature in MyApprent…

5 min read
Clients & Enquiries

Client Portal Workflow

The Client Portal gives your clients a branded, self-service window into the work your business is doing for them. It is a live feature in…

5 min read
Clients & Enquiries

Messaging and Communication Workflow

Messages is a client communication feature in the left sidebar under Sales. It provides a threaded conversation channel between you and eac…

3 min read
Clients & Enquiries

Messaging and Communication Workflow

Messages is a client communication feature in the left sidebar under Sales. It provides a threaded conversation channel between your busine…

3 min read
Dashboard

Dashboard and Reporting Workflow

The Dashboard is your operational home screen and daily business health check. It brings together the work that matters today — quick short…

3 min read
Dashboard

Dashboard and Reporting Workflow

The Dashboard is your operational home screen and daily business health check. It brings together the work that matters today — quick short…

5 min read
Dashboard

Document History and Records Workflow

Document History is the platform-wide activity history for all your actions in MyApprentice. It records every action performed across quote…

4 min read
Dashboard

Document History and Records Workflow

Document History is the platform-wide activity history for all user actions in MyApprentice. It records every action performed across quote…

4 min read
Invoicing & Payments

Invoicing Workflow

This workflow covers creating an invoice in MyApprentice, a web-based app — from a completed job, from an accepted quote, or manually — rev…

6 min read
Invoicing & Payments

Invoicing Workflow

This workflow covers creating an invoice in MyApprentice, a web-based app, for a team business — from a completed job, from an accepted quo…

7 min read
Invoicing & Payments

Xero Integration Workflow

This workflow covers connecting MyApprentice, a web-based app, to Xero, pushing invoices to Xero individually or in bulk, syncing payment s…

5 min read
Invoicing & Payments

Xero Integration Workflow

This workflow covers connecting MyApprentice, a web-based app, to Xero for a team business, pushing invoices to Xero individually or in bul…

6 min read
Jobs

Job Management Workflow

This workflow covers the full life of a job in MyApprentice — creating the job record, adding Job To-Do's and internal notes, managing the…

6 min read
Jobs

Job Management Workflow

This workflow covers the full life of a job in MyApprentice for a team business — creating the job record, adding Job To-Do's and internal…

7 min read
Materials & Suppliers

Materials and Inventory Workflow

This workflow covers how you build and maintain your materials catalogue, keep stock levels accurate, and review what is on hand. MyApprent…

4 min read
Materials & Suppliers

Materials and Inventory Workflow

This workflow covers how a team business builds and maintains its materials catalogue, keeps stock levels accurate, and reviews what is on…

5 min read
Materials & Suppliers

Supplier and Supplier Invoice Workflow

This workflow covers managing supplier records and capturing supplier invoices in MyApprentice, a web-based app. You upload a supplier invo…

6 min read
Materials & Suppliers

Supplier and Supplier Invoice Workflow

This workflow covers managing supplier records and capturing supplier invoices in MyApprentice, a web-based app, for a team business. You u…

6 min read
Quotes

Quote-to-Job Workflow

This workflow covers the full path from preparing a pricing proposal through to a confirmed job. It walks through creating a quote, adding…

6 min read
Quotes

Quote-to-Job Workflow

This workflow covers the full path from preparing a pricing proposal through to a confirmed job in a team business. It walks through creati…

6 min read
Scheduling

Scheduling and Dispatch Workflow

This workflow covers how you plan your own work visits in MyApprentice, a web-based job-management platform. Work is organised into shifts,…

4 min read
Scheduling

Scheduling and Dispatch Workflow

This workflow covers how a team business plans and dispatches work visits in MyApprentice, a web-based job-management platform. Workers are…

5 min read
Team Management

User and Role Management Workflow

This workflow covers how you manage your own MyApprentice account as a sole trader — keeping your profile details current and your account…

2 min read
Team Management

User and Role Management Workflow

This workflow covers how a team business adds and manages the people who use MyApprentice. It includes inviting team members, assigning rol…

6 min read
Time & Payroll

Timesheets and Time Tracking Workflow

This workflow covers how you record and finalise your own worked time in MyApprentice, a web-based job-management platform. Timesheets reco…

4 min read
Time & Payroll

Timesheets and Time Tracking Workflow

This workflow covers how a team business records, reviews, and approves worked time in MyApprentice, a web-based job-management platform. T…

4 min read