Quick Start Guide

Welcome to A.X.E.L

A.X.E.L is built for tradesmen who want to spend less time on admin and more time on the tools. Whether you're a fencer, landscaper, builder, or any other trade — A.X.E.L handles your leads, quotes, jobs, and invoices in one place.

Your Dashboard

When you log in, you'll see your dashboard. This gives you a snapshot of everything that matters:

At the top, your stats cards show key numbers at a glance — new leads, contacted, converted, and total revenue, with month-on-month trends:

Below that you'll find:

• Needs Attention — alerts for stale leads and overdue items
• Pipeline — a summary of where your leads sit across each stage
• Profit & Loss — your income, expenses, and profit margin for the month
• Recent Activity — a feed of everything that's happened recently

The Quick-Add Button

The green + button in the bottom-right corner is your best friend. Tap it and you'll see four options:

• Lead — add a new enquiry (type it, speak it, or scan a screenshot)
• Quote — create a quote for a customer
• Invoice — bill a customer for completed work
• Expense — log a business expense on the go

You can add things manually, but the real magic is in the voice features. Tap the microphone icon and just speak naturally — A.X.E.L understands what you mean.

The Key Workflow

Everything in A.X.E.L follows a simple flow:

1. Lead — someone gets in touch, you capture their details
2. Quote — you price up the job and send them a quote
3. Job — they accept, it becomes an active job
4. Invoice — you finish the work, send the bill

Each step flows naturally into the next. When you create a quote, it auto-links to the lead. When the quote is accepted, it becomes a job. When the job is done, you generate an invoice with one tap.

Tips for Getting Started

• Start by adding your existing leads — even if they're just names and numbers on your phone
• Try the voice features early — they save a massive amount of time on site
• Use the calendar to block out jobs so you can see your week at a glance
• Set up your business details in Settings so your quotes and invoices look professional