Prevarro Help

• Advising other businessesBeing updated

  How an advisor invites a business to share a read-only view, or a business invites its advisor, how the business approves or changes what it shares, and how either side manages the link afterwards.

• Appointments and your booking pageBeing updated

  Set up calendars, book appointments for your team, and let customers book themselves on a public booking page.

• ApprovalsBeing updated

  Decide what's waiting for your approval, set up who approves what, and hand your approvals to someone while you're away.

• Automations - build, change and pause themBeing updated

  Start an automation from a template or from scratch, change the ready-made messages other modules install, publish your changes, and pause one or all of them.

• Capture forms and surveysBeing updated

  Build forms and surveys, publish them as a link or an embed on your own website, and see every response land in Prevarro.

• Connecting XeroBeing updated

  Connect your Xero organisation to Prevarro, choose its accounts, tax rates and tracking, and match your Xero contacts to the ones in Prevarro.

• Contacts, organisations and the timelineBeing updated

  Keep the people and businesses you work with in Contacts, link people to their organisation, and log every call, meeting and visit on their timeline.

• Creating and sending a quoteBeing updated

  Start a quote for a client, build its price, and send it by email with a link to the online quote.

• Drafting an invoiceBeing updated

  Start an invoice for a customer or a job, add its lines, claim milestones and set up recurring drafts.

• Equipment, cost groups and complianceBeing updated

  Keep your asset register, group assets into cost groups that set their cost rates, and track registrations, insurance and services before they fall due.

• Expenses and receiptsBeing updated

  Capture receipts, claim back what you paid yourself, and approve and reimburse your team's claims.

• Finding your way around SettingsBeing updated

  How Settings is laid out, what each section holds, and which help article covers the sections that have their own.

• Getting help in PrevarroBeing updated

  Open the Help panel from any screen to search the help articles, read the ones for the screen you're on, and check what needs attention in your account.

• Importing your dataBeing updated

  Bring contacts, organisations, members or price book items into Prevarro from a CSV, TSV or Excel (.xlsx) file, check what will change, and undo an import if you need to.

• Inviting your teamBeing updated

  How the Owner invites people to your business, what the person invited does to join, and how to resend, withdraw or deactivate an invitation or a member.

• Lost your deviceBeing updated

  What to do when you can't use your passkey or authenticator app to sign in - use another device or a recovery code, or ask Prevarro support for help, then set up a new second factor.

• Members and plansBeing updated

  How the Members roster, each member's record, events and your membership plans fit together, if your business uses Members.

• Members' dues: setting up, pausing and credit

  Set up a member's recurring payments from their record, pause or resume collection, change their payment method and add account credit.

• Opportunities and your pipelineBeing updated

  Track deals through your pipeline's stages, work each deal from its record, and close it as won or lost.

• Payment schedules and retriesBeing updated

  Start a payment schedule from a membership plan, follow and change it on the Schedules tab, and set how Prevarro retries a charge that fails.

• Prevarro on your phoneBeing updated

  Use Prevarro in your phone or tablet's web browser, add it to your home screen, see your own schedule, and find your way around when the screen is small.

• Purchase orders and deliveriesBeing updated

  Raise a purchase order to a supplier, issue it by email or another way, record what arrives, and close or void it when you're done.

• Roles and permissionsBeing updated

  The roles in Prevarro, how to read and change the permission matrix, how to create your own roles, and how to give one person an extra permission without changing their role.

• Running a jobBeing updated

  Create a job, plan its phases and key dates, set its scope and labour rates, and close it out.

• Seats on your planBeing updated

  How Prevarro counts the seats on your plan, how adding or removing people changes your bill, and how to add storage.

• Sending an invoice and getting paidBeing updated

  Send an invoice by email with its PDF and a pay link, or mark one you delivered yourself as sent, then follow it to Paid and send reminders while money is owed.

• Setting up payments - card and bank debitBeing updated

  Set up your business's Payments account from Payments → Settings, confirm your details and bank account, and choose whether customers can pay by card or bank debit.

• Signing in and keeping your account secureBeing updated

  How to sign in to Prevarro with an emailed code or a passkey, how your second factor works, and how to add a passkey, an authenticator app and recovery codes under Settings → Security.

• Taking a payment and sending a payment linkBeing updated

  Charge a customer's saved card or bank account from Payments, or email, text or show them a link to pay on your branded pay page, and follow the link on the Requests tab.

• Tasks and boardsBeing updated

  Keep track of what needs doing on boards - add tasks, move them through columns, and set up boards for your own workflows.

• The Schedule

  Plan who's going where and on what equipment, by day, week or month, and subscribe to your schedule from your own calendar app.

• Timesheets and leaveBeing updated

  Fill in your time for each period, submit it for approval, request time off, and set up your business's work week, time entry, deadlines, public holidays and leave types.

• Turning a won quote into a jobBeing updated

  When a quote is won, Prevarro creates the job for you from the winning option.

• What your hour really costsBeing updated

  Work out your billable hours, overhead, equipment and labour costs in Quoting's Cost rates, then set the margins that turn them into the sell rates your quotes start from.

• Why did a payment fail?Being updated

  Find out why a payment didn't go through or is held up, and what to do about it, from Why? beside the payment or from Check my account.

• Why did this import stop?Being updated

  What the Why? check on an import tells you, what each answer means, and what to do next.

• Why hasn't this submission landed?Being updated

  What the Why? check on a Capture submission tells you, what each answer means, and what to do next.

• Why is an automation run held?Being updated

  What the Why? check on a held run tells you, what each answer means, and what to do next.

• Why isn't my invoice in Xero yet?Being updated

  Find the invoices that didn't reach Xero or are held up on the way, see why in plain words, and what to do about each one.

• Why wasn't a reminder or confirmation sent?Being updated

  What the Why? check on a booking message tells you, what each answer means, and what to do next.

• Your business templateBeing updated

  How the shape you choose at setup decides which modules you start with and what Prevarro prepares for you, and how to switch modules on or off afterwards.

• Your card, invoices and billing detailsBeing updated

  Manage the card Prevarro charges, find and download your invoices, and keep your billing details and tax identifier current.

• Your first 30 minutesBeing updated

  The short setup Prevarro runs when your account is new, and how the checklist on Home walks you through what to do next.

• Your price book

  Keep everything your business sells in one list with its prices, change prices without touching what's already sold, and build an item's price up from your cost rates.