Setup

Learn how you can setup Teamleaf to optimise your workflow, in a way that suits you.

Browse Tutorials

Tutorials

Adding a Company

Learn how to add a Company to your Teamleaf System

Adding a Venue

In this tutorial you will learn how to add a Venue to Teamleaf

Adding and Updating Rates

In this tutorial you will learn how to add new rates, and update existing rates.

Approving a Company

Understand the Company Approval process in Teamleaf.

Creating a Form Structure

Learn how to create new Form Structure, so you can set up what data needs to be collected on Tasks

Equipment & Stock

Creating a New Product

Learn how to create a new product that can be used across Teamleaf

Creating a Report Layout

Learn how to create a custom Report Layout so you can see your KPIs, your way.

Customising the Scheduler

In this tutorial you will learn how to customise the scheduler to suit your workflow, allowing you to select your layout and create templates

Customising the Task Table

In this tutorial you will learn how to alter your Task Table settings

Connections & Integrations

How to Set up Xero for Teamleaf

In this tutorial you will learn how to set up an app on Xero, and connect it with Teamleaf

Install and Setup the Teamleaf App

In this tutorial, you will learn how to install and set up the Teamleaf App.

Set a Passcode on the Teamleaf App

In this tutorial, you will learn how to set a passcode on the Teamleaf App.

Setting up the Scheduler

In this tutorial you will learn how to set up the Scheduler. You will learn how to filter and add the Users and Assets you want to see, and how you can see those crews easily on the scheduler

Related Courses

A tutorial answers one question; a course walks the whole of Setup in order, with a quiz at the end and sometimes a qualification with it.

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Other Tutorial Categories

App

Explore everything that the Teamleaf App can be used for

Connections & Integrations

Understand how you can connect and use third-party services alongside Teamleaf

Equipment & Stock

Get to grips with Teamleaf's inventory management tools, from creating new products to adjusting stock.

Essentials

Brand new to Teamleaf? Not sure where to start? Check out our essential tutorials so you understand the basics.

Finance

Teamleaf features everything you need to manage accounts, from invoicing, to payroll, to running costs and more.

Fleet Management

Learn how to use Teamleaf's Fleet Management tools to better manage your team's vehicles

Forms

Forms are used across Teamleaf to collect and present information relating to your work.

Human Resources

Alongside Works Management, Teamleaf offers a range of Human Resources tools. Learn how to use them here.

Intracompany

If you have another depot assisting with a Task, you will want to use an Intracompany Task. Learn more about Intracompany here

Invoicing

With all the information you need in one place, Teamleaf makes invoicing a breeze - learn how you can simplify your accounts process here

Quoting

Learn about how to create and use quotes in Teamleaf

Reports

Essential for getting an overview of your business, Reports are are used across departments to see KPIs in a presentable way.

Rotas & Timesheets

Manage users' working hours using Teamleaf's Rota & Timesheet features

Scheduler

The scheduler is at the heart of Teamleaf, use it to add, update and remove shifts, all from one place

Shifts

Shifts are critical to Teamleaf, allowing the whole team to stay organised, knowing who is supposed to be where and when.

Tasks

From Shifts, to Finance, to Forms and more, Tasks tie everything in Teamleaf together. Learn more about how you can optimally set up yours