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Scoro
The most important platform we use.
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Access: Everyone in the business
Scoro is the backbone of our operations, bringing project management, time tracking, budgeting, and reporting into one seamless platform. It helps us stay on top of deadlines, allocate resources effectively, and keep projects running smoothly from kickoff to delivery. Whether you're tracking your time, managing tasks, or reviewing financials, Scoro ensures everything is organised and easily accessible.
To keep things efficient, it's important to log time accurately, update project statuses, and use the platform consistently. This ensures visibility across teams and helps us make data-driven decisions. If you're new to Scoro, check out our internal training guides or reach out to Ops for support!
Initial Training
Mandatory for everyone except designers and developers.
No need to make notes, just watch this one. Please jot down any major questions.
[insert video]
Practice cases
Mandatory for everyone except designers and developers.
Click here to open our practice case for Scoro. This will walk you through the process of creating a quote, through closing your project. This is an opportunity for you to learn how to use the system by actually completing the actions. When it comes to working on live projects in the coming weeks, you’ll feel much more confident once you’ve had a chance to go through this. Now, let’s get started – click here!
Hint: the how-to guides below will help you execute the steps. We fully expect that you’ll be referring back to these guides in the coming weeks until these actions become second nature.
How-to guides – watch and follow along
How to check if a supplier / client exists and add them if required
[insert loom video]
How to create a quote using our quote templates
[insert loom video]
How to turn the quote into a project
[insert loom video]
How to create your invoices
[insert loom video]
How to create your purchase orders
[insert loom video]
How to book resources for your project
[insert loom video]
How to log your time
[insert loom video]
How to check your project budget
[insert loom video]
How to lorem ipsum
[insert loom video]
Have another question?
Speak to Finance or Ops and if relevant, they’ll create another guide for everyone’s access above.
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