Find the guide you need
Search published guides, topics and workflows across the ScapeOne Help Centre.
Browse by topic
Published guides are grouped so you can move from a broad area to the exact task.
Getting Started
Learn the essentials for setting up your workspace and getting your team ready to use ScapeOne.
Customers & CRM
Manage customers, contacts, properties and the information your team needs to deliver work.
Requests & Leads
Work with new enquiries and leads as they move toward a quote or booking.
Quotes
Create, manage and send quotes as work moves from enquiry to approval.
Jobs & Scheduling
Create bookings, manage scheduling and organise upcoming work.
Employees & Crews
Manage staff profiles, crew membership, login access and workforce roles.
Timesheets
Review employee time records and workforce activity.
Invoices & Payments
Create invoices, manage due dates and record customer payments.
Customer Communication
Keep customer messages, notifications and contact preferences in context.
Luisa & AI Office
Understand Luisa Voice, calls and AI-assisted office workflows.
Marketing & Growth
Manage growth readiness, content, social work and local visibility workflows.
Reports & Business Health
Review operational reporting and business health information.
Website & Content
Manage website pages, services, content and public-facing presentation.
Integrations
Review and connect the services that support your ScapeOne workflows.
Account & Settings
Configure company, branding, document and operational workspace settings.
Popular Guides
Start with the most-read practical guidance in the Help Centre.
Add your first customer
Create a customer record and add the property and contact information your team needs.
Getting Started · Workspace setupGetting started with ScapeOne
Use this practical sequence to establish the core records that support day-to-day work.
Employees & Crews · Employee recordsAdd an employee
Create an employee profile and then manage access, crew membership and workforce details.
Integrations · ConnectionsConnect workspace integrations
Review integration settings and connection status before enabling a supported workspace connection.
Marketing & Growth · Growth HubGet started with ScapeOne Growth
Use Growth readiness and the visible next actions to begin with the information your workspace has available.
Getting started journey
Follow these practical guides in sequence as you set up the records that support daily work.
- Set up your workspace Review the company, branding, regional and document settings that shape your workspace.
- Add your first customer Create a customer record and add the property and contact information your team needs.
- Create and send a quote Create a draft quote, review its scope and send it to the selected customer contact.
- Create a booking Create a one-off or recurring booking for a customer property.
- Create an invoice Create an invoice, add billing items and set the due date before it is issued or sent.