Tier 1 — Getting Started

Welcome to AxiomBlue

AxiomBlue is a business management platform for Australian trade and service businesses. It holds your leads, quotes, jobs, crews, invoices, stock and people in one portal, so a customer record follows the work from first enquiry through to payment.

What AxiomBlue does

AxiomBlue replaces the spreadsheets and separate apps most growing businesses run on. These are the areas you'll spend most of your time in:

Sales & Quoting
Leads, the lead pipeline, customers, follow-up tasks, and quotes priced with per-line markup.
Jobs & Crews
Jobs, the calendar and schedule, the dispatch map, repeating job series, crews, skills and time tracking.
Invoicing & Payments
Invoices, bills, recorded payments, credit notes, and your accounts payable and receivable lists.
Inventory & Assets
Products & Services with stock levels, supplier records, and an asset register for your tools and vehicles.
Projects & Tickets
Projects, tickets, Kanban boards, sprints, epics and Gantt views for work you run in-house.
People & Leave
Employee records, skills and certifications, subcontractors, and leave requests and approvals.

Applies to: AxiomBlue runs on three plans — Free, Basic and Professional. Three things decide what you see in the portal: your plan, the permissions your administrator granted you, and the Trade Types set for your business. A feature outside your plan shows a padlock and takes you to Settings > Subscription & Billing.

Who it's for

AxiomBlue suits Australian businesses that run field work alongside their money. Typical users include:

  • Electrical, plumbing and HVAC contractors managing crews and job schedules
  • Landscaping and maintenance companies with recurring service contracts
  • Construction and fit-out firms tracking materials and job progress
  • IT services and consulting firms billing time and running projects
  • Any service business that quotes work, schedules it and invoices for it

How this documentation is organised

The tiers follow the order a new business works through them. Each one builds on the tier above it:

  1. Getting Started (you are here) — logging in, finding your way around, the dashboard
  2. Business Setup — business settings, permissions, users, customers, suppliers, employees, crews, products
  3. Quoting & Jobs — quotes, jobs, scheduling, time, materials, job completion
  4. Finance & Payments — invoices, payments, reminders, credit notes, bills, banking
  5. Sales & CRM — leads, pipeline, email templates, lead capture forms
  6. Advanced Operations — job series, purchase orders, inventory
  7. People & Leave — leave setup, requests and approvals
  8. Reports — billing reports and markup analysis
  9. Projects & Work Management — projects, tickets, boards, sprints, epics
  10. Automation & Workflows — triggers, actions and the workflow editor

Tip: Setting up for the first time? Read Getting Started and Business Setup in order, then jump to whichever tier matches the job in front of you. The Getting started checklist on your dashboard tracks the same ground.