Help and guides
Step-by-step guides for setting up Ledvaro and running your work in it. Video walkthroughs are being produced and will appear here as they are published.
15 guides
Getting started
Create your organization
Signing up creates your company's organization in Ledvaro and makes you its owner.
Read guideGetting started
Invite your team and choose roles
Bring colleagues into your organization with the role that matches what they need to see.
Read guideGetting started
Import customers, employees and jobs from a spreadsheet
Move your existing lists into Ledvaro from a CSV, checking each column before anything is written.
Read guidePlanning work
Plan a job and assign staff
Create a project against a customer, set its dates and location, and put the right people on it.
Read guidePlanning work
Work with month, week and timeline views
Three ways to read the same schedule, each answering a different question.
Read guidePlanning work
Connect Google Calendar
Push the jobs you are involved in into your own Google Calendar. One-way, and you connect it yourself.
Read guidePeople and documents
Add an employee or resource
Create the record for a person you schedule — employee, contractor, subcontractor or external resource.
Read guidePeople and documents
Track documents and expiry dates
Record the passports, licences and certificates your staff need, so an expiry never surprises you on the morning of a job.
Read guidePeople and documents
Set up notification rules
Decide how far ahead you want to be warned, and how serious each warning is.
Read guideCustomers
Add a customer and its contacts
Build the customer record that everything else hangs off — jobs, history and, with invoicing on, their documents.
Read guideCustomers
Set up custom fields
Add the fields your industry needs to customers, projects or employees — without waiting for anyone to build them.
Read guideAdministration
Turn add-on modules on and off
Enable Travel or Invoicing for your organization, and understand what happens when a module is off.
Read guideAdministration
Add your logo and choose a theme
Put your own company's branding on the platform your team uses every day.
Read guideAdd-on modules
Attach travel to a job
Record flights and other travel against the job they belong to, including when several people share one booking.
Read guideAdd-on modules
Set up invoicing
Configure the invoicing module before you send your first document — numbering, branding and the products you bill for.
Read guide
Still stuck?
If a guide does not answer your question, write to us and a person will read it.