Birdview Support
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Managing custom forms
Availability Overview Custom forms give you flexibility in creating online data sheets and questionnaires and the power to decide who can access the forms you create. A custom form can con...
Quotes — Creating from a project template
AvailabilityOverview User can create a quote directly from a template project via its context menu. The system auto-generates quote line items from the template's billable tasks and ...
Customizing Activity center views
How to use the Birdview API with Swagger and Postman
Birdview offers a flexible API that supports OAuth2 authorization and can be easily tested through Swagger or third-party tools such as Postman. This guide explains the basic setup for both approac...
Adding time
Why choose Birdview on-premise?
Looking for ultimate control over your data and operations? Birdview's on-premise deployment offers the perfect solution. Key benefits: Ironclad security: Prioritize data privacy and compliance wi...
Workload tab — Overview
AvailabilityOverview The Workload tab is a vital component within the Birdview platform, located within the Resources module. Its purpose is to provide project managers and resource mana...
Adding time entries
Overview Time can be added to activities not to projects. You can add time either for yourself or somebody else, providing you have the "Add time entries for someone else" permission...
Creating activities
This method of adding an activity requires that the project you want to add an activity to has already been added to the database. For instructions on how to create projects, go here.To be able to ...
QuickBooks
QuickBooks integration: You can read about the integration at:https://birdviewpsa.com/integrations/quickbooks/https://help.easyprojects.net/hc/en-us/articles/17987691666701-QuickBooks-integration