help.vogsy.com Open in urlscan Pro
2a00:1450:4019:80d::2013  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Documentation
TRY VOGSY FOR FREE


USER GUIDE

 * * What’s new in VOGSY
   * Introduction
     * What is Quote-to-Cash?
     * Getting started
     * How VOGSY gets your business going
       * Benefits of using VOGSY
     * How VOGSY works with Google Workspace
   * Working together in VOGSY
     * Managing your day
       * The VOGSY feed
       * Notifications
     * Creating teams
     * Communicating in VOGSY
       * Commenting
       * Leaving notes
     * Use the VOGSY Google Workspace add-on
     * Inviting co-workers to VOGSY
   * Understand the Quote to Cash process in VOGSY
     * Managing accounts and organizations
       * Organizations
         * Create an organization
         * Change an organization card’s logo
         * Change a organization card’s background
         * Add a team member to the organization
         * Remove a team member from the organization
       * Contacts
       * Customers and suppliers
     * Tracking leads and opportunities
       * Opportunities
         * Create an opportunity
         * Delete an opportunity
       * Quotes
         * Generating a quote
         * Delete a draft quote
         * Approving and sending a quote
         * Signing a quote
       * Statements of work
     * Managing projects
       * Projects
         * Work breakdown structure
         * Create a project
         * Delete a project and its dependencies
         * Move forward the start date of a project
         * Deliverables
           * Create a deliverable
           * Duplicate a deliverable
           * Delete a deliverable
           * Add resources to a deliverable
           * Delete a resource
         * Calculation
           * Create a budget
           * Project activities
           * Delete an activity
           * Project costs
           * Add a cost to your budget
           * Delete a cost
         * Milestones
         * Planning hours
           * Editing planning
           * My planning
           * Day pattern
           * margin-fixed-price.adoc
       * Invoices
         * Invoice methods
           * Fixed price invoice method
           * Time & Materials invoice method
           * Subscription invoice method
         * Change a template logo
         * Choose a layout for your customer’s invoice
         * Create an invoice template
         * Generate an invoice
         * Send an invoice to the customer
         * Create an invoice schedule
         * Delete an invoice schedule
         * Generate a draft invoice manually
         * Set a custom invoice date
         * Generate bulk invoices
         * Create a subscription invoice schedule
         * Delete a subscription invoice schedule
         * View and approve invoices
         * Add project costs to an invoice
         * Create a purchase invoice
         * Create a credit invoice
         * Create an expense
         * Submit an invoice for approval
     * Tracking time
       * Add a time entry
       * Timesheets
       * Submit a timesheet
       * Approve or reject time entries
       * Reject and resubmit hours
     * Progress visualization
     * Managing financial administration
   * Overviews in VOGSY
     * Charts
       * Sales funnel
       * Sales pipeline progression
       * Opportunities - weather changes
       * Order intake
       * Customer profitability
       * Projects - weather changes
       * Billability per month
       * Billability per employee
       * Project billabillity per department
       * Billable vs. non billable hours
       * Resource utilization
       * Outstanding invoices
       * Actual project margins
       * Financial KPIs
       * Revenue forecast
         * Unplanned order book details
       * Work in progress
     * Work with boards
     * Planning overviews
       * Planning projects
       * Planning resources
     * Persons
       * Your personal profile
     * Reports
   * Set up VOGSY
     * Set up a VOGSY subscription
     * VOGSY's data handling policy
     * Setup assistant
       * Basic Setup
         * Company and departments
         * Add your logo to VOGSY
         * Template languages
         * Your logo on document templates
         * Email templates
       * Resources setup
         * Skill levels
         * Billable activities
         * Time off and other non-billable types
         * Employees
         * Official holiday schedules
         * Expense types
         * Expense verification
       * CRM setup
         * Set up opportunity stages
         * Set up opportunity types
         * Set up sources
         * Set up job titles
         * Set up opportunity weather
         * Set up industries
         * VOGSY and data synchronization
           * Connect to the CRM
             * Connect to Salesforce
             * Connect to Copper
             * Connect to Hubspot
           * Map opportunity stages
       * Accounting integration setup
         * Connect to your accounting software
         * Set the accounting software integration level
         * Map revenue types
         * Map journals
         * Map ledger accounts
         * Map departments
         * Import organization and contact data
       * Projects setup
         * Other project costs
         * Sales taxes and VAT
         * Set up payment conditions
         * Set up project settings
       * Accounting setup
         * Ledger accounts
         * Journals
         * Revenue types
         * Currencies
         * Accounting settings
         * KPI attributes
         * Set up Financial KPIs
     * Employees
       * Placeholders
       * Roles and Permissions
       * User types
       * Skills
     * Master tables
       * Opportunity stages
       * Opportunity types
       * Sources
       * Job titles
       * Activities
       * Costs
       * Sales tax types
       * Payment conditions
       * Industries
     * Settings
       * Companies and Departments
       * Opening balance
       * Holidays
       * Mail templates
       * Opportunity weather
       * Project settings
       * General settings
       * Timesheet
       * Opportunity settings
   * Implementation of VOGSY
     * Edit document templates
       * List of template merge fields
     * Edit ledger accounts
     * Mass import
     * Manage budgets
     * Uninstall VOGSY
   * Opportunities for new projects
   * Work with tasks
     * View all tasks
     * View a task
     * Create a task
     * Change the status of a task
     * Change the due time of a task
     * Add a comment to a task
     * Attach a file to a task
     * Track time on a task
     * Add a status to the Tasks view
   * Videos
   * FAQs
     * FAQ: Onboarding
     * FAQ: Why can’t I close this project?
     * FAQ: Invoices
   * Release notes
     * Release notes 2020
     * February/March 2021 Release notes
     * October 2021 Release notes
   * Blog

Documentation version: latest
 * User Guide
   * latest

 * User Guide
 * Welcome to the VOGSY Documentation!


WELCOME TO THE VOGSY DOCUMENTATION!


ON THIS PAGE

 * Manage your Quote-to-Cash cycle the social media way
 * Where to begin

The Only Professional Services Automation Solution for Google Workspace

This site hosts the technical documentation for VOGSY, the first intelligent
personal services automation (PSA) tool for mid-sized professional services
organizations (PSOs) in the Google Cloud. Whether you’re working in sales,
finance, operations or project management, you can get your job done faster and
easier with VOGSY.


MANAGE YOUR QUOTE-TO-CASH CYCLE THE SOCIAL MEDIA WAY

Because VOGSY makes it easy to integrate your business (and everyone in it) with
Google Workspace and employs the best user experience techniques of social
media, PSOs can deliver successful services to their customers.

VOGSY helps mid-sized PSOs integrate their Quote-to-Cash activities into a
seamless end-to-end process. Handovers between professionals, account managers,
project managers, management, and the back-office become smooth and transparent,
thereby creating the success that saves you time and money that you can invest
in sustainable growth.

At the heart of VOGSY is the feed: the default view that displays a real-time
stream of notifications and alerts that keep you up to date on your projects,
colleagues, and customers, on any device that you choose. No more searching for
data! In VOGSY the information presents itself right when you need it, almost
like magic.

Here are some of VOGSY’s features:

 * Manage your contacts and opportunities

 * Prepare a Statement of Work and send out Quotes

 * Open projects, get them staffed and running

 * Manage resources, time and expenses

 * Send invoices, receive payments

 * Keep improving with insightful dashboards and charts

 * Professionals worldwide love VOGSY because VOGSY is mobile first, cloud only,
   and available on any device.


WHERE TO BEGIN

If you’re just starting with VOGSY, you’ll probably want to know what it’s all
about. When you’re familiar with the basics, you can quickly get started using
VOGSY by looking over The Quote-to-Cash process in VOGSY section.

If you need to set up VOGSY, see the Set up VOGSY section.

Want to know how to collaborate with your colleagues and customers? Check out
the Working together in VOGSY section.

We hope you find working with VOGSY enjoyable as well as profitable!


ON THIS PAGE

 * Manage your Quote-to-Cash cycle the social media way
 * Where to begin

Copyright © 2021 VOGSY

VOGSY® is a registered trademark of VOGSY, Inc., and is registered in the U.S.
and in other countries.

VOGSY Privacy Policy | Website Privacy Policy | Terms of use