Getting started
Set up your organisation — business type, the setup checklist, and your Settings Home dashboard. Settings Home & setup checklist →
Getting started
Set up your organisation — business type, the setup checklist, and your Settings Home dashboard. Settings Home & setup checklist →
Leads & Calendar
Book customers on the weekly calendar, read the appointment cards, and work your day on the road with My Day. Book an appointment →
Organisation
Your business details, branches, sales reps, installers, disclaimer, mail-from and system banner. Organisation details →
Users & access
Invite users, build groups and permissions, and check licences and usage. Users →
Accounting
Tax rates, payment methods, bank accounts and your general ledger. Accounting settings →
Templates
The document layouts and emails BUZ produces on your behalf, with merge fields. Document templates →
Integrations
Connect Xero or MYOB, other BUZ organisations, and manage stored credentials. Integrations overview →
Workflow
Production lines, processes and statuses, plus installation types and statuses. Production statuses →
Sales & subscription
Quote validity and sales behaviour, plus your plan and cancellation. Sales settings →