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Systemise Overview

How Systemise is structured and how to think about the core workflow.

What Systemise helps you do

Systemise is an all-in-one system for managing your customers, quoting, scheduling, job delivery, and business administration.

At a high level, most businesses follow a repeatable workflow:

  1. Capture and manage Contacts (prospects, clients, suppliers).
  2. Schedule Appointments (bookings / meetings).
  3. Create and send Quotes.
  4. Convert accepted quotes into Jobs.
  5. Deliver work using job Activities, Files, and team Assignments.
  6. Track results with Reporting and (optionally) connect Accounting.

Core concepts

Contacts

Contacts represent the people or organisations you work with. Contacts are typically linked to:

  • Quotes
  • Jobs
  • Bookings / meetings
  • Documents and files

Quotes

Quotes are the commercial proposal you send to a client. A quote usually includes:

  • Job category
  • Products / line items
  • Pricing and totals
  • Terms
  • Attachments

Jobs

Jobs are the operational record used to plan and deliver the work. Jobs usually include:

  • Status tracking (e.g. New → Scheduled → In Progress → Completed)
  • Team assignments
  • Activity timeline (notes, updates)
  • File repository (photos, PDFs)
  • Time tracking (timesheets)

The top bar is always available and provides:

  • Search (⌘K) for global search
  • Quick create (+) for creating new items
  • Settings for admin and configuration
  • Integrations for connecting external systems
  • Help (this documentation)

Follow this order to set yourself up for success:

  1. Company setup and preferences
  2. Roles / access (who can see and do what)
  3. Configure dictionaries:
    • Lead sources
    • Job categories
    • Quote and job statuses
    • Payment terms
    • Terms & conditions
  4. Create or import contacts
  5. Create and send your first quote
  6. Convert to a job and run your delivery workflow
  7. Review reports and (optionally) connect accounting

Troubleshooting

“I can’t see a menu item or page”

  • Your role may not have permission.
  • Some features are available only after configuration.

“My workflow doesn’t match these steps”

That’s normal. Systemise is configurable—adjust statuses, job categories, templates, and roles to match how your business operates.