Articles tagged concepts
Suprata ships with a small set of seed roles meant to cover common service-business shapes. Here's what each one is for, the permissions it grants, and when it's the right pick.
Suprata creates invoices in four different ways, and which path you use changes what gets pre-populated and what you have to fill in. Here's the full picture, with the trade-offs of each.
Estimates and invoices look similar but behave very differently — one is a price you're proposing, the other is a bill you're collecting on. Here's when to use each.
Job statuses aren't just labels — moving between them sends notifications, creates invoices, and updates the dispatch board. Knowing what each move triggers prevents the most common 'why did that happen?' moments.
Suprata splits 'who you do business with' into two entities — Accounts and Contacts. Mixing them up causes real headaches at billing time. Here's the difference and when to use which.
Quick answer: 'Account' is a billable entity (a household or organization); a 'Contact' is an individual person. The longer explanation is in the dedicated article.