User guide

This guide shows how to do each task in Spine, in the order your work flows: enquiry → quote → job → invoice → payment → books. Each page says who can do it, lists the steps, and shows the screen.

Setting up your businessOnboarding, demo data and the Set up Spine checklist.

Contacts and pipelineCustomers, vendors, leads and activities.

MeetingsThe calendar, invitations and reminders.

CatalogueWhat you sell, its prices, tax and bundles.

QuotesBuild, send and revise quotes your customers accept online.

Jobs and milestonesRun the work, bill it in stages, hold retention.

Invoices and credit notesIssue, email, remind and credit.

Payments and receivablesRecord payments, refunds and statements.

Purchases and expensesVendor bills, expenses, approvals and paying vendors.

BankingMoney accounts, statements and reconciliation.

TaxTax rates, the tax summary and GST.

ReportsProfit and loss, balance sheet, cash flow and more.

DashboardKey figures and what needs your attention.

Team and permissionsInvite people, Teams and their rights, the audit log.

NotificationsThe bell, browser notifications and the daily digest.

Settings and data exportYour business, documents, modules and your data.

Chart of accounts and opening balancesYour accounts and where your books start.

The AI assistantReading receipts and bills, drafting emails.

Connected agentsLet an AI agent read and draft in Spine.

The field appJobs, photos and expenses on your crew's phones.

Also: Keyboard shortcuts.