How to use Kvedo

Client, address, what to do, when and who does it. All in one form.

1. 1

   Start a new job

   Open Jobs and tap New job. The home screen has the same button.

   Tap New job

2. 2

   Pick the client

   Start with the client: pick one from the list or find it with the search. For a new client, tap New client.

   Tap Andris Liepiņš

3. 3

   Write what needs doing

   Type a short title, and Kvedo picks an icon for it. Under Description, write what the worker needs to know before the trip.

4. 4

   Address and time

   Tap Use the client's address, or type another one if the work is elsewhere. Set the time with Tomorrow 8:00 or pick it under Scheduled. Then set the planned duration.

5. 5

   Choose who does it

   Tap the Who does it field and pick an employee or a crew. If you leave it Unassigned, you can assign the job later.

   Tap Toms Bērziņš

6. 6

   Choose how it is paid

   Hourly rate: the invoice gets the logged time at your hourly rate. Fixed price: type the agreed amount, and the hours are tracked but not billed.

   Tap Create job

7. 7

   The job is created

   The new job opens with its number. In Jobs, Schedule, the job sits at its day with the time and the client.

Prepare a repeating job once. Then it is made with one tap, or on its own.

1. 1

   Open job templates

   A template is a prepared job: title, description, duration and checklist. It helps with jobs you do often. Templates are under Company.

   Tap Job templates

2. 2

   Your templates

   The list shows each template's name and its client, if it has one. The Monthly badge means the job repeats. Start a new one with Add template.

   Tap the template

3. 3

   What a template holds

   The title and description go into every job made from it, and so does the Estimated duration. The client is optional: a template without a client works for any client.

4. 4

   A job that repeats

   This template has a client and Monthly under Recurrence. On the Next run date, Kvedo creates a new job by itself and moves the date a month ahead.

5. 5

   Create a job now

   You can also create the job right away, without waiting for the date. In the New job form, Start from a template does the same and fills in the fields.

   Tap Create job

6. 6

   A job with a checklist

   The job has the template's title, description, client and address. If the template has a checklist, the job gets it too. Now plan the time and choose who does it.

What to tap on your phone, from leaving for the job to a finished job.

1. 1

   Open your job

   In Jobs, the filter My jobs shows only your jobs. Open the next one.

   Tap the job

2. 2

   Start the trip

   The status shows En route, In progress, Completed. Kvedo counts your travel time.

   Tap Go to the address

3. 3

   Start work on site

   The video skips ahead: you are there. The trip ends and work time starts.

   Tap Start work

4. 4

   Add a material

   Tap Add material, find it and set the amount. Source says if it is from stock or bought.

   Tap Add to job

5. 5

   Add a photo

   Tap More, then Photo. When you have enough, tap Done.

   Tap Done

6. 6

   Tick off what is done

   Tick the Checklist items one by one. The office sees how far you are.

7. 7

   Leave a note

   Write what the office needs to know. It stays with the job, under Comments.

   Tap Save

8. 8

   Finish the job

   Finish job shows the time, materials and photos. Just finish leaves the invoice for later.

   Tap Just finish

How to set a price for travel and add a trip to an invoice.

1. 1

   Open the rates

   Travel prices are next to your hourly rate, in Company, Rates.

   Tap Rates

2. 2

   Price for time on the road

   Travel rate is the price per hour on the road. Cost is yours, Client price goes on the invoice.

3. 3

   Price per kilometre

   Your cost and client price for one km. If it is 0, no km line goes on the invoice.

4. 4

   Agree it with the client

   On the client card, tap Edit. Under Transport, pick By rates, No transport charge or Fixed price.

5. 5

   A trip on an invoice

   Any invoice can have a trip. Tap New invoice, pick the client, then Add line item.

   Tap Transport

6. 6

   Enter the kilometres

   Type the address or the km. Here: 36 km there and back, 50 minutes. The price shows at once.

7. 7

   Rate for this invoice

   The amount uses these rates. You can change them for this invoice only.

   Tap Add to invoice

8. 8

   Transport is on the invoice

   The line Transport costs is added. To show hours and km too, see Company, Invoice settings.

What Kvedo does in a basement or in the countryside, where there is no internet.

1. 1

   When the signal drops

   In a basement or in the countryside the phone can lose the internet. A bar appears at the top: No connection, data may be out of date. Do not close the app, keep working.

2. 2

   Your data stays

   What you opened while you had signal stays on the phone. The list of jobs, with clients and addresses, is there as usual.

   Tap Jobs

3. 3

   Open Expenses

   Let us write down a fuel receipt now, before it is forgotten. On the home screen, tap Expenses, then Add expense.

   Tap Expenses

4. 4

   Fill it in as usual

   The form works the same as with internet. Type the category, a short description and the amount.

   Tap Save

5. 5

   The expense waits

   Nothing is lost. Kvedo says it will send the expense when the connection is back. The bar at the top shows how many entries are waiting. Keep the app open until then.

   Tap the bar

6. 6

   See what is waiting

   The bar opens and lists what has not been sent yet. Here it is one entry: Expense.

7. 7

   The signal is back

   When the internet is back, the bar disappears and Kvedo sends everything that was waiting by itself. The expense is now in the list, and the total at the top is updated.

What goes on the invoice in each case, and how Pause stops the time.

1. 1

   Every job has Payment

   Hourly rate: the invoice gets the time on the timer at your rate. Fixed price: one agreed amount for the whole job. You choose it in the new job form.

2. 2

   Pause stops the time

   With an hourly rate, every minute on the timer is billed. At lunch or while you wait, tap Pause and the timer stops.

   Tap Pause

3. 3

   Resume when you are back

   The time stands still. On the home screen the job is under Paused jobs, so you do not forget it.

   Tap Resume

4. 4

   Finish the job

   The timer runs again. Open the job from the Job in progress card and tap Finish job. No certificate needed? Tap Continue without certificate.

   Tap Finish and write invoice

5. 5

   Invoice by the hour

   Labour is the hours worked times your rate, without the pause. Materials have their own block. Set the rate in Company, Rates.

6. 6

   Switch to a fixed price

   Agreed one amount with the client? Tap Payment, choose Fixed price and type the amount without VAT. Hours are still tracked, but not billed.

   Tap Save

7. 7

   Invoice with a fixed price

   Now the work line has the job name and the agreed amount, no hours. Materials are still added on their own.

Jobs by day, planning a job and moving several jobs at once.

1. 1

   Jobs by day

   Switch Jobs to Schedule. Jobs are grouped by day: later days at the top, then Tomorrow and Today, past days below.

2. 2

   A job with no date

   Jobs with no planned time sit at the top, under Not scheduled. Open the job and tap the pencil.

   Tap the pencil

3. 3

   Today, Tomorrow or In 2 days

   Above Scheduled, Today, Tomorrow and In 2 days set the day with one tap. The time is in the field next to the date.

   Tap the date

4. 4

   Another day in the calendar

   A calendar opens. Pick any day, this time Friday, 16 October.

   Tap Done

5. 5

   Save

   After Save the job leaves Not scheduled and moves to its own day in the schedule.

   Tap Save

6. 6

   Move several at once

   If a worker cannot come, tap the filter button and pick his name. A Move all button appears.

   Tap Move all (2)

7. 7

   Who and which day

   Pick who takes over and which day. Keep leaves the worker or the day as it was. Here Kārlis takes both jobs.

   Tap Move 2 jobs

8. 8

   The jobs are moved

   Both jobs are now with Kārlis. A job that has already started stays with its worker.

From a finished job to a sent invoice.

1. 1

   Find the finished job

   A finished job without an invoice shows up under Needs doing now.

   Tap Invoice

2. 2

   Jobs without an invoice

   Jobs opens with the No invoice filter. Tap a job to see its invoice.

   Tap the job

3. 3

   Check what is included

   Kvedo adds the timer time and the job's materials. Hours use your rate from Rates.

4. 4

   Look at the total

   Net amount, VAT and the total to pay. Add a reference if you need one.

   Tap Create invoice

5. 5

   The invoice is created

   It gets the next number. Client and dates are filled in. To change them, tap Edit invoice details.

6. 6

   The PDF is ready

   Open PDF shows what the client gets. Share sends it from another app.

7. 7

   You can still edit

   Until it is sent, you can add or delete lines. After sending, the invoice is locked.

   Tap Send to client

8. 8

   Send and mark as sent

   Send to client opens the phone's share menu with the PDF. Then tap Yes, mark as sent. Once paid, use Mark as paid.

How to write an invoice that has no job, mark a payment and find overdue invoices.

1. 1

   Start a new invoice

   No job is needed for a small sale. Write the invoice in Invoices.

   Tap New invoice

2. 2

   Pick the client

   Tick the client or search. Add a new one with New client.

   Tap Andris Liepiņš

3. 3

   Add work hours

   Tap Add line item, then Work hours. Kvedo multiplies the hours by your rate.

   Tap Save

4. 4

   Add transport

   Add a Transport line. Type the km, the price comes from your km rate.

   Tap Add to invoice

5. 5

   Check the total

   Here are the subtotal, the VAT and the total.

   Tap Create invoice

6. 6

   The invoice is ready

   It gets the next number and a PDF. It is Not sent until you send it.

   Tap the back arrow

7. 7

   Find overdue invoices

   After the due date, it turns Overdue by itself. The filter Overdue shows these.

   Open the overdue invoice

8. 8

   Mark the payment

   When paid, tap Mark as paid. Check the date and how the client paid.

   Tap By bank transfer

How to choose what an invoice shows and make it look like your company.

1. 1

   Open invoice templates

   A template sets how the invoice PDF looks. Find it in Company, Invoices.

   Tap Invoice templates and look

2. 2

   Pick a template

   You can have several, for example in Latvian. New invoices use the Default one.

   Tap Standard

3. 3

   Choose what it shows

   Set the language and payment terms. Under Show on the invoice, pick Yes or No. Legal fields stay on.

   Tap Change design

4. 4

   Pick a style

   The preview shows each change at once. Style has four layouts.

   Tap Colour header

5. 5

   Pick a colour

   Tap a colour or type a HEX code. The header and table change.

   Tap Colours and pick a colour

6. 6

   Add your logo

   Pick a PNG or JPEG from your phone. You can set its size and place.

   Tap Add logo

7. 7

   Save the design

   Other tabs: fonts, table, texts and payment QR code. When it looks right, save.

   Tap Save

8. 8

   Change the default

   To switch, open a template and tap Set as default at the bottom. Or pick one when you write an invoice.

From a quote for the client to a job with the agreed price.

1. 1

   Open quotes

   A quote is a price offer before the work. Find quotes on the home screen or in Company.

   Tap Quotes

2. 2

   The list of quotes

   Each quote shows number, client, total and status. The filter button can show only Sent.

   Tap Add quote

3. 3

   Client and work

   Pick the client. Line one is Labour: type the work and the hours.

4. 4

   Add materials

   Tap Add line, then From the catalogue. Set the amount.

   Tap Add to quote

5. 5

   Check the total

   Here are the subtotal, VAT and total. Valid until sets how long the price holds.

   Tap Create quote

6. 6

   Send it to the client

   Send to client makes a message with a link for WhatsApp or SMS. The client approves it there.

   Tap Only mark as sent

7. 7

   The client agrees

   When the client says yes, tap Mark accepted. Then make it a job.

   Tap Convert to job

8. 8

   The job is created

   Client and address come from the quote. The work lines become a Fixed price. Now plan who does it.

From a finished job to a certificate the client signs on your phone.

1. 1

   Open the finished job

   The certificate shows the client accepted the work. In the job, tap Add, then Act.

   Tap Create certificate

2. 2

   It is already filled in

   It gets its own number, and the job details are filled in. Tick Include the work and cost table to list hours and materials.

3. 3

   Result and warranty

   Choose the Work result and type the warranty in months. Claims go in the remarks.

4. 4

   Add the equipment

   Fitted a device? Add its model and serial number. It helps if there is a warranty case.

   Tap Save

5. 5

   Show it to the client

   Preview PDF shows the client what they sign. A draft can still be changed.

   Tap Sign

6. 6

   The client signs

   Hand the phone to the client to sign with a finger. Their name is already filled in.

   Tap Next

7. 7

   Now you sign

   Now you sign as the contractor. Your name comes from your account.

   Tap Sign and save

8. 8

   The certificate is signed

   You can keep your signature for next time. A Signed certificate is locked. Send it with Share.

What the company and the client need, and how to make an e-invoice file for an invoice.

1. 1

   Open E-invoices

   An e-invoice is a file that accounting software reads. Check if you are ready in Company, E-invoices.

   Tap E-invoices

2. 2

   Check what is ready

   First your company details, then clients and materials that miss data. Invoicing works as before.

   Tap Open clients

3. 3

   Complete the client

   A business client needs a reg. number, a VAT number and the address in separate fields. Fill them in.

   Type the address and tap Save

4. 4

   Open a business invoice

   Each invoice to a business can have an e-invoice. Open the invoice and go to the bottom.

   Tap E-invoice (XML)

5. 5

   Add a reference

   Needs details lists what is missing. Here: a buyer reference, for example an order number.

   Type it and tap Save reference

6. 6

   Make the e-invoice

   Now the file can be made. The PDF stays as it is, the e-invoice is an extra file.

   Tap Create e-invoice (XML)

7. 7

   The file is ready

   You see when it was made and its checksum. Download e-invoice (XML) and give it to your accountant. Kvedo does not send it.

Two cases where the invoice has no VAT line, and where Kvedo sets them.

1. 1

   A normal invoice with VAT

   This draft is for building work for another company, and 21% VAT is added. How VAT is applied is changed in the invoice details.

   Tap Edit invoice details

2. 2

   Turn on reverse charge

   The switch Reverse charge VAT (construction services) is offered only on a draft, when both sides have a Latvian VAT number. If you are unsure, ask your accountant.

   Turn it on and tap Save

3. 3

   No VAT line now

   Only the amount without VAT is left. At the bottom of the PDF, Kvedo writes Reverse charge.

4. 4

   If you are not VAT registered

   The second case: your company is not registered for VAT. You set this once, in the company details, not on every invoice.

   Tap Details and bank

5. 5

   Turn VAT registered off

   At the very bottom is the switch VAT registered. When it is off, new invoices get no VAT. Sent invoices do not change.

   Turn it off and tap Save

6. 6

   A new invoice without VAT

   Write the invoice as usual. It now has only Total excl. VAT and Amount due, with no VAT line.

   Tap Create invoice

7. 7

   A note on the invoice

   At the bottom of the PDF, Kvedo writes The supplier is not registered as a VAT payer. If you are not sure which case is yours, ask your accountant.

How to add an employee, what each role can see and how to share out the jobs.

1. 1

   Open Team

   The admin manages the people. In the Company tab, find Team.

   Tap Team

2. 2

   One account each

   Everyone with access, with their role. So you know who logged the time and materials.

   Tap Add employee

3. 3

   Enter the details

   The employee logs in with this username and password. Write the password down and give it to them: you cannot see it later.

4. 4

   Technician and Dispatcher

   A Technician logs time, materials and photos on jobs, with no Company tab. A Dispatcher plans jobs, clients, quotes and reports.

5. 5

   Admin and Accountant

   An Admin can do everything, also rates and the team. An Accountant sees invoices, reports and exports, changes nothing, and is free.

   Tap Save

6. 6

   Make a crew

   A crew is people who work together. In Crews, tap Add crew, name it and tick the members.

7. 7

   Free jobs

   A job without a worker is under Available. A technician opens it and taps Accept job, or Take a free job on the home screen.

   Tap the job

8. 8

   Assign the job yourself

   Tap Assignees and tick one or more people. You see their jobs today and tomorrow. Below are the crews.

   Tap Installation crew

What each number in the reports means and where it comes from.

1. 1

   Open the reports

   In the Company tab, under Reports, are Revenue and hours and Efficiency. The admin, the dispatcher and the accountant see them.

   Tap Revenue and hours

2. 2

   Choose the period

   At the top are quick choices: Today, This week, This month and Last month. For any other period, set the dates in From and To.

3. 3

   Revenue

   Revenue is the total of the invoices issued in the period. Paid shows what came in by cash, card and bank transfer. Unpaid is money you are still waiting for.

4. 4

   Hours and labour cost

   Hours come from the timers: on site, travel and trips for materials. Labour cost is these hours multiplied by the cost rate you set in Rates.

5. 5

   Billed and profit

   Billed to client splits the amount into labour and materials. Profit estimate is revenue minus labour cost and expenses. It is a rough number, not the profit in your accounts.

6. 6

   Each employee

   The Employees table shows the hours, cost, billed amount and finished jobs of each person. With Export CSV you can open the table in Excel.

7. 7

   Compare months

   Switch the period and all numbers are worked out again. Here is last month: what you earned and how much of it is still unpaid.

8. 8

   Efficiency

   Here Estimate is the time planned for the jobs and Actual is the time on the timer. Above 100% means the person works faster than planned.

How to prepare a journal for your accountant, and how to give them their own login.

1. 1

   Open Exports

   In the Company tab, under Reports, you find Exports. From there you can save your data as a PDF, XLSX or CSV file.

   Tap Exports

2. 2

   Choose the journal

   At the top is the For the accountant block. Sales are the invoices you issued. Purchases are the supplier invoices and receipts you booked.

3. 3

   Set the period

   Choose a month, a quarter or a year, or set your own dates with Custom period. Date by decides which date picks the invoices, for example the issue date.

   Tap This month

4. 4

   Export the file

   Choose XLSX if your accountant works in Excel, or CSV for an accounting program. Kvedo makes the file, and you can send it to your accountant.

   Tap Export for the accountant

5. 5

   What is in the file

   Each invoice is one row: date, number, buyer with registration and VAT number, amount without VAT, VAT, total and payment status. Totals by VAT rate are at the bottom.

6. 6

   Give your accountant access

   Your accountant can also have their own login. In Team, add an employee and choose the role Accountant. This account is free of charge.

   Tap Add employee

7. 7

   What the accountant sees

   The accountant works on a computer at app.kvedo.com. They see invoices, purchases, reports and exports and download journals themselves, but cannot change anything.

The sales or purchases journal for a period, as an Excel or CSV file.

1. 1

   Exports in Company

   Open Company, then Exports. The box For the accountant makes a journal for the period you choose.

   Click Exports

2. 2

   Choose the journal

   Sales is the invoices you issued. Purchases is the supplier invoices and receipts you booked.

3. 3

   Ready periods

   Pick this month, last month, a quarter or a year with one click. The exact dates show below the buttons.

   Click This month

4. 4

   Your own period

   With Custom period you set the dates From and To yourself. Date by says which invoice date counts.

   Click Custom period

5. 5

   Excel or CSV

   XLSX is an Excel file and CSV fits most accounting programs. There are also files for Jumis and Zalktis.

   Click Export for the accountant

6. 6

   An account for the accountant

   You can give your accountant an own account with the role Accountant. They see the invoices and download the journals here themselves, but cannot change anything.

A catalog with prices, the stock in your store and a purchase that adds to it.

1. 1

   Stock and purchases

   In the Company tab, under Stock and purchases, you find Materials, Suppliers and Purchases.

   Tap Materials

2. 2

   The material catalog

   Each material shows its stock and its selling price. A warning at the top shows what is running low.

   Tap 3 materials below the minimum

3. 3

   Stock and prices

   Low stock means the stock is under the minimum. The card shows the stock at the top, and the purchase cost and selling price below.

4. 4

   Suppliers and prices

   Open Suppliers to see the price at each supplier. The cheapest is marked Best price.

5. 5

   A new purchase

   Record the goods you bought in Purchases. AI can read a photo or PDF of the invoice, or you type it in yourself.

   Tap Enter by hand

6. 6

   Enter the invoice

   Pick the supplier and type the invoice number. In Add line, find the material and type the quantity. The price comes from the supplier.

   Tap Add

7. 7

   Book the purchase

   Tap Lines sum to copy the amount into the document. Book adds the catalog materials to your stock.

   Tap Book

8. 8

   The stock is updated

   The purchase is in the list. In Materials the NYM cable now has 188 m, and Low stock is gone.

Where your client list is, what the client card shows and how to add a new client.

1. 1

   Open Clients

   All your clients are in the Company tab, under Clients and quotes.

   Tap Clients

2. 2

   The client list

   Each client shows a phone number and e-mail. If the list is long, search by name at the top.

   Tap SIA Daugavas Biroji

3. 3

   The client card

   At the top are Call, Email and Navigate. Below: what the client has paid, what is still unpaid, and the number of jobs and invoices.

4. 4

   Details for the invoice

   Under Details is what goes on the invoice: name, registration number and address. Fill in VAT number if the client is registered for VAT.

5. 5

   Jobs and invoices

   At the bottom are all jobs and invoices of this client. Tap one to open it.

6. 6

   Add a new client

   In the list, tap Add client and choose Business or Private person. A business needs a registration number, a private person only a name and address.

   Tap Private person

7. 7

   Type the details

   Type the name, phone and address. The phone lets you call from the job. The address goes on the invoice and into navigation.

   Tap Create client

8. 8

   The client is in the list

   Now you can pick this client for a job, a quote or an invoice. A long list from Excel can be imported on a computer at app.kvedo.com.

Fuel, parking, a new tool: how to record costs that are not material purchases.

1. 1

   Open Expenses

   Fuel, parking or a new tool are not materials for your stock. They go to Expenses, on the home screen and in the Company tab.

   Tap Expenses

2. 2

   All expenses in one place

   The total is at the top, with month filters below it. Each row shows the category, the date, who paid, what for and how much.

   Tap Add expense

3. 3

   Write the expense

   Type the category, for example Tools. Under Description write what you paid for, then type the amount. The date is today.

   Tap Save

4. 4

   It is in the list

   The new entry is at the top of the list, and the total has grown. Tap an entry if you need to change or delete it.

5. 5

   An expense on a job

   If the cost belongs to one job, record it in that job. Open the job and scroll down to Expenses.

   Tap Add expense

6. 6

   Fill it in there

   The form opens inside the job. After saving, the expense stays with this job, and you see how much the job cost in total.

7. 7

   Expenses in the reports

   In the Company tab, open Revenue and hours. Expenses are added up there for the chosen period and taken off the profit estimate.

An overview for the office: the menu, the home page and search.

1. 1

   The menu on the left

   All sections are on the left side, in three groups: Work, Money and People. In a narrower window the menu folds into a bar of icons.

2. 2

   Today's overview

   At the top are the numbers for the day: jobs, unassigned jobs, unsent and overdue invoices. Below are Today's jobs and the list Needs doing now.

3. 3

   Team and week

   Who is working now shows whose timer is running. This week's workload shows how many jobs there are each day, and next to it are the unpaid invoices.

4. 4

   Create something new

   With Create you start a new job, invoice, client, quote or expense. The client and material import is here too.

   Click Create

5. 5

   Search with Ctrl K

   Search opens from any page. Press Ctrl and K, or click the field Search or go to.

   Press Ctrl K

6. 6

   Type a name

   A few letters are enough. Kvedo searches jobs, clients and invoices. Choose the one you need with the arrow keys.

   Press Enter

7. 7

   The client is open

   You are on the client card without going through the menu. On the right are the totals and the client's jobs, with the invoices below them.

8. 8

   Keyboard shortcuts

   Press ? to see all shortcuts. For example, N starts a new job, and G then J opens Jobs.

   Press ?

The schedule in Jobs: who works where, and on which day.

1. 1

   Open the schedule

   Jobs has two views: List and Schedule. The schedule shows the whole week at once.

   Click Schedule

2. 2

   The week by people

   Each worker has a row, each day a column. Jobs with a lock are started or finished and cannot be moved.

3. 3

   Assign a job

   Jobs without a worker are in Not assigned. Drag one to a worker's row to assign it.

   Drag to the row Jānis Kalniņš

4. 4

   Move to another day

   Drag a job along the row to another day. The time stays the same. Made a mistake? Click Undo.

   Drag to Friday

5. 5

   Reschedule with a button

   The calendar button on a job opens Reschedule. Pick the day and the worker without dragging.

   Click Save

6. 6

   Another week

   Use the arrows to go to the next or the previous week. The button This week brings you back.

   Click This week

7. 7

   A day by the hour

   In the Day view each worker has a column of hours. Drag a job from No time to an hour.

   Drag to 12:00

Sorting, filters, actions for several jobs, export and import from Excel.

1. 1

   Sort by a column

   Click a column name, and the table is sorted by it. A second click turns the order around.

   Click Client

2. 2

   Filter the list

   Above the table are quick filters, for example Active or No invoice. In Filters you can pick one worker.

   Click Active

3. 3

   Tick several

   Each row has a box on the left. Tick the jobs you want to do the same thing with.

   Tick the boxes

4. 4

   One action for all

   A bar appears at the bottom: Assign, Export, Archive. Pick a worker, and all three jobs are theirs.

   Click Assign

5. 5

   Export the table

   The Export button is above every table. Tick the columns you need, choose CSV or Excel (.xlsx) and name the file.

   Click Export (6)

6. 6

   Import from Excel

   You do not have to type a price list by hand. Click Create, Import materials and choose the file. The client import is there too.

   Click Choose file

7. 7

   Check the columns

   Kvedo finds the columns with the name, code and prices by itself. Materials that are already in your catalogue are skipped.

   Click Import 12 materials

Your link, what your friend gets and what you get.

1. 1

   Where to find it

   In Kvedo in the browser, open Profile in the menu on the left. Only an administrator sees Refer a friend.

   Click Refer a friend

2. 2

   What you both get

   At the top is the offer: your friend gets 1 month free, and you get 1 month free once your friend pays their first invoice.

3. 3

   Your link

   Copy puts your own link on the clipboard. WhatsApp, Email and Share open a message with the link in it.

   Click Copy

4. 4

   A QR code on site

   If a colleague is standing next to you, show the QR code. They read it with the phone camera and sign up with your link.

5. 5

   Your friend signs up

   Your friend opens the link and registers. They show under Invited as Signed up. The bonus shows under Your bonuses after their first payment.

6. 6

   The more friends, the better

   Your progress shows the rewards: 1 friend gives 1 month free, 3 friends 1 more month, and 10 friends the yearly plan at 50% off.

7. 7

   The rules

   The bonus counts 14 days after the friend's first payment. It is only for other companies with another registration number, up to 12 free months a year.