• Definition: Tooltips are small pop-up windows that provide additional information when you hover over an icon or interface element.

• Function: They help you understand the functionality of an icon or button without needing to click on it.

• How to Use: Simply place the cursor over an icon or button and wait for the tooltip to appear. This will give you a brief description of what that element does.

The sidebar in taclia is your main control center. Here you can access all important features and sections. Below are the main categories and their associated icons:

• Icon: ⚙️

• Description: Adjust general account settings, preferences, and field customization.

• Icon: 📓

• Description: Manage your list of pending, completed, or upcoming jobs.

• Icon: 🏷️

• Description: Manage your offered services and products, including setting up new ones and editing existing ones.

• Icon: 👥

• Description: Manage your client list, including creating, editing, and viewing details for each client.

• Icon: 💵

• Description: Access the billing section, where you can create, send, and manage invoices, delivery notes, quotes, and everything related to sales.

• Icon: 📈

• Description: Automatically monitor your business’s progress from one place. You can filter reports to make it easier to measure results.

• Icon: ⌚

• Description: Access the time tracking section and view team absences.

• Icon: 📆

• Description: Easily manage your internal tasks and your team’s tasks in a connected way.

• Icon: 🔻

• Description: Select a date and check the map to see what job a specific user was covering.

• Icon: 📅

• Description: Keep your inventory up to date. Record each asset and add reference numbers, photos, videos, or notes.

• Icon: 🔎

• Description: Manage and control your projects by adding deadlines, photos, files, notes, and more.

• Icon: 🛍️

• Description: Easily note and find all your business or client addresses.

• Icon: ⚙️

• Description: Upload your purchase receipts and all your expenses from anywhere.

• Icon: 🙍

• Description: Record your supplier list to have it always at hand. Add their phone number or email and attach files or photos.

• Location: The search bar is usually located at the top of the interface, represented by a magnifying glass icon 🔍.

• Functionality: It allows you to quickly search among your clients, services, invoices, expenses, and any other information recorded in taclia.

• Usage: Type keywords or specific terms in the search field, and taclia will instantly show you the related results.

Location: Access the “Settings” section in the sidebar (icon ⚙️).

General settings: Adjust account preferences, notification settings, and other general options.

Custom fields:

• Navigate to the “Custom fields” sub-section.

• Create and configure custom fields for clients, services, invoices, and more.

• Define the field type (text, number, dropdown list, etc.) and assign descriptive labels.

• Location: Access your profile by clicking on your profile picture or initials in the upper right corner of the interface.

• My profile: Here you can view and edit your personal information, such as name, email, and profile picture.

• Profile settings: Adjust settings related to your profile, such as language preferences, time zone, and security settings.