AxiomBlue Documentation

Everything you need to know about managing your business with AxiomBlue. Start from the top and work your way down, or jump to the topic you need.

Learning Path

Learn the basics: logging in, navigating the portal, and setting up your dashboard.

Configure your business profile, users, chart of accounts, customers, suppliers, and employees.

Create quotes, convert them to jobs, manage scheduling, and track time and materials.

Invoicing, payments, bank reconciliation, credit notes, and accounts payable.

Lead management, sales pipeline, email automations, and CRM reporting.

Recurring jobs, purchase orders, inventory management, and asset tracking.

Employee records, skills and certifications, and leave management.

Financial statements, BAS/GST reporting, and billing analytics.

Project management with tickets, sprints, kanban boards, and agile metrics.

Automation templates, triggers and actions that run your routine work.