Birdview Support
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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
Adding tasks and subtasks
Report generator
Availability Overview Report generator is a tool to produce custom reports. Think of a custom report as a set of bricks you put together in any combination to produce a desired report. Add...
Question types in custom forms
AvailabilityOverviewWhen creating a custom form in Birdview, it's essential to understand the different question types and components that constitute its layout. Depending on the nature of your for...
Quotes - Management
AvailabilityOverview This article provides a step-by-step guide on creating quotes within Birdview, detailing how to add line items through import or manually, customize line item descri...
Customizing project workflows
Adjusting team's workload
Microsoft Teams
Learn how to seamlessly integrate Microsoft Teams with Birdview in this step-by-step video tutorial. We’ll guide you through the setup process and show how to enhance team collaboration and streaml...
Assigning users
In this video, we will show you how to assign team members to projects and tasks in Birdview.