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QELM Docs

QELM Documentation

QELM Docs

Run the day-to-day without guessing.

Simple guides for owners, office admins, managers, and field teams. Start with the first setup steps, then jump into the workflow you need.

Browse guidesMobile helpTask helpRead the FAQ

Start here

New to QELM?

Use this path when a company is setting up QELM for the first time.

01First day guide

Sign in, check access, set up the basics, and move one test job through QELM.

02Learn the job flow

See how estimate, dispatch, jobs, invoices, payments, and reports connect.

03Invite your team

Add users, choose roles, and control what each person can do.

04Set up the workspace

Add company details, proposal defaults, support, and activity basics.

05Set up billing and Stripe

Start workspace billing and connect Stripe for online invoice payments.

06Open mobile help

Use short links built for in-app help and small screens.

Setup checklist
  • Company profile is filled in.
  • Admins and managers are invited.
  • First job workflow is tested.

Role paths

Find the docs for your job.

Start with reports

Read revenue, costs, unpaid invoices, and profit. Then check payroll and billing.

Training path

Move one job through QELM.

This is the simple workflow most teams need first.

EstimatePrice the workDispatchSchedule the crewJobTrack cost and workInvoiceBill and collectReportRead the numbers

Feature library

Jump straight to a screen.

ReportsJob workflowJobsDispatchEstimatesInvoicesTimesheetsPayrollFleetInventoryService agreementsMonthly billsSettings and supportSet up companyRoles and permissionsBilling and StripeMobile appMobile help linksRole pathsTask help
Need a quick answer?Search first.

Use the search box for a screen name, task, or error word.

Training a team?Use the role paths.

Send each person the section that matches their job.

Still stuck?Open support.

Use the Support screen in QELM so the request stays with your workspace.