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How-To Guides

Learn HiveSuite

Master HiveSuite with our comprehensive step-by-step guides and video tutorials designed to help you get the most from your business management platform.

Video Tutorials

Follow along with our expert-led tutorials to master every aspect of HiveSuite

Initial Registration & Account Upgrade

Learn how to set up your HiveSuite account and upgrade to a paid plan. This tutorial covers everything from creating your account to configuring your business settings and choosing the right subscription.

Getting Started

Creating Your First Quotation

Master the art of creating professional quotes with HiveSuite. Learn how to add customers, apply discounts, and send branded quotes that win more business.

Getting Started Quotes & Invoices

Creating Your First Invoice

Discover how to create and send professional invoices in HiveSuite. Learn how to convert quotes to invoices, track payments, and get paid faster with integrated payment links.

Getting Started Quotes & Invoices

HiveIntel Reporting Overview

Explore HiveIntel's powerful reporting features. Track your business performance, analyse revenue trends, and make data-driven decisions with comprehensive insights and analytics.

Reporting

Customising Your HiveSuite Theme

Personalise HiveSuite to match your brand. Learn how to customise your theme colours and appearance settings to create a look that reflects your business identity.

Customisation

HiveCrew Overview

A quick demo of HiveCrew showing job details, arrival tracking, maps integration, automated client updates, and timesheet logging – all from the mobile app.

HiveCrew

HiveIntel Natural Language Reporting

Learn how to use HiveIntel's natural language reporting to ask your business data questions in plain English. Get instant reports on cash flow, unpaid invoices, job status, and profitability without any technical knowledge.

Reporting

Customer Portal Overview

See how the Customer Portal gives your customers their own secure login to view jobs, approve quotes, pay invoices, and message your business directly — all branded to your company.

Customer Portal Getting Started

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Customer Management

Add, manage, and organise your customer database effectively. Keep track of contact details, job history, and customer preferences all in one place.

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Creating Quotes

Create professional quotes that convert to sales. Apply discounts, send via email, and track acceptance rates with our intuitive quoting system.

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Job Scheduling

Schedule and track your jobs efficiently with HivePlanner. Drag-and-drop scheduling makes planning your week effortless.

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