Documentation

Getting Started

Getting Started

Install Signals, configure your company, and authenticate users.

• Introduction
• Installation
• Configuration
• Authentication & Settings

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CRM

CRM

Manage contacts, organisations, venues, activities, and calendars.

• Members
• Activities
• Calendar

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Job Planning

Job Planning

Quotes, orders, availability, shortages, and the job planner timeline.

• Opportunities
• Equipment Availability
• Shortages
• Job Planner

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Resources

Resources

Product catalogue, stock levels, transactions, and accessories.

• Products
• Product Groups
• Stock Levels
• Stock Transactions

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Finance

Finance

Invoicing, payments, pricing rules, tax zones, and multi-currency.

• Invoicing & Payments
• Pricing & Discounts
• Tax & Compliance
• Rate Definitions

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Operations

Operations

Documents, notifications, sub-hire, containers, dashboard, and administration.

• Dashboard
• Documents & Templates
• Notifications & Comms
• Sub-Hire & Procurement

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Development

Development

Build on Signals with components, plugins, workflows, and the REST API reference.

• Getting Started
• Component Library
• Workflows
• Plugin SDK

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Development

Getting Started

Build on Signals with components, plugins, workflows, and the REST API reference.

• API Overview
• Authentication

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Development

Core Resources

Build on Signals with components, plugins, workflows, and the REST API reference.

• Members
• Products
• Stock Levels
• Stock Transactions

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Development

Rental

Build on Signals with components, plugins, workflows, and the REST API reference.

• Opportunities
• Availability
• Shortages
• Containers

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Development

Billing

Build on Signals with components, plugins, workflows, and the REST API reference.

• Invoices
• Credit Notes
• Payments

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Development

Documents

Build on Signals with components, plugins, workflows, and the REST API reference.

• Documents
• Document Templates
• Document Sequences

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Development

Pricing & Tax

Build on Signals with components, plugins, workflows, and the REST API reference.

• Rate Definitions
• Tax Classes
• Tax Zones
• Currencies

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Development

Procurement

Build on Signals with components, plugins, workflows, and the REST API reference.

• Purchase Orders
• Virtual Stock Intakes

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Development

Communications

Build on Signals with components, plugins, workflows, and the REST API reference.

• Communication Templates
• Communication Log
• Notification Preferences

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Development

Platform

Build on Signals with components, plugins, workflows, and the REST API reference.

• Webhooks
• Usage & Metering
• Custom Views
• Custom Fields

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