Documentation
How can we help?
35 articles across 8 sections. Pick a topic below, or head straight to Your first day in Jeanus if you have just signed up.
◐
Getting started
Your first hour in Jeanus. From empty workspace to sending your first quote.
4 articles
◈
CRM
The daily driver. Dashboard, pipeline, customers, and tasks.
5 articles
✎
Quotes, proposals and invoices
The document editor, sending flow, templates, and payments.
5 articles
◪
Client projects
Kanban or milestone boards for delivery work with a client-facing portal view.
5 articles
◫
Customer portal
The signed-in customer experience at /trade/account.
4 articles
◨
Site and marketing
Build your public website inside Jeanus and send marketing emails to your list.
2 articles
⚙
Admin and settings
Team, visibility, sign-offs, workflows, integrations, and billing.
6 articles
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Troubleshooting
The common gotchas and how to unstuck yourself fast.
4 articles
Still stuck?
If you cannot find the answer here, email the Pixel & Shovel team. We usually reply the same working day.
help@pixelandshovel.co.uk