Featured Articles
Using the Calendar
Master calendar views and schedule management.
Creating Bookings
Schedule work with drag-and-drop or the create button.
Understanding Jobs
Learn how jobs work from quote to completion.
Creating Invoices
Bill customers with job-linked or standalone invoices.
Sending Invoices
Email invoices and receive payments from customers.
Creating Your First Quote
Step-by-step guide to creating and sending quotes.
Getting Started & Onboarding
New to Cooledge? Start here to learn the basics.
Browse by Category
Getting Started
Learn the basics of using Cooledge
Calendar & Scheduling
Manage bookings and your schedule
Using the Calendar
Master calendar views, navigation, and understand your schedule
Creating Bookings
Schedule work for jobs or add tasks with drag-and-drop
Moving and Editing Bookings
Drag bookings to new times, resize them, and reassign staff
Understanding Booking Colors
Learn what each color means and scan your schedule quickly
Working with Unscheduled Bookings
Use the sidebar to manage jobs without scheduled time slots
Handling Booking Conflicts
Resolve double-booking situations and override conflicts
Multi-Staff Bookings
Assign multiple team members to work together on one booking
Jobs
Manage customer work from quote to completion
Understanding Jobs
Learn how jobs work and their lifecycle from quote to invoice
Job Notes and Attachments
Add notes, upload photos and documents to track job information
Creating and Managing Jobs
Set up customer jobs, edit details, and manage job lifecycle
Linking Quotes to Jobs
Connect existing quotes to jobs and track multiple quotes per project
Customers
Manage your customer database
Invoices & Payments
Bill customers and manage payments
Creating Invoices
Create job-linked and standalone invoices with deposit deductions
Sending Invoices and Getting Paid
Email invoices, receive online payments, and record manual payments
Editing Invoice Line Items
Add, edit, and remove items on invoices with tax calculations
Understanding Invoice Numbers
Learn how job-linked and standalone invoice numbering works
Understanding Deposits
How quote deposits are automatically deducted from invoices
Price List & Materials
Manage pricing and inventory
Managing Your Price List
Create and manage materials, labor rates, and fees
Price Kits (Bundled Pricing)
Create flat-rate bundles for faster quoting and invoicing
CSV Import and Export
Bulk import products or export your entire price list
Staff Labor Rate Defaults
Assign default hourly rates to staff members for faster invoicing
Settings
Configure your business preferences
Billing & Subscriptions
Manage your account and payments
Quoting System
Create and manage quotes
Quoting Basics
Learn how to create, edit, and send quotes to customers
Product & Catalog Management
Manage your product catalog, pricing, and custom units
Split System Quote Tutorial
Step-by-step video tutorial for creating split system quotes
Multi System Quote Tutorial
Step-by-step video tutorial for creating multi system quotes
Ducted System Quote Tutorial
Step-by-step video tutorial for creating ducted system quotes
Install Only Quote Tutorial
Step-by-step video tutorial for creating install only quotes
Repair Parts Quote Tutorial
Step-by-step video tutorial for creating repair parts quotes
Repair Leak Quote Tutorial
Step-by-step video tutorial for creating repair leak quotes
VRV System Quote Tutorial
Step-by-step video tutorial for creating VRV system quotes
System Types
Configure system-specific quoting options
Split System Field Reference
Complete reference for all split system fields and options in the mobile app
Multi System Field Reference
Complete reference for all multi system fields and options in the mobile app
Ducted System Field Reference
Complete reference for all ducted system fields and options in the mobile app
Install Only Field Reference
Complete reference for all install only fields and options in the mobile app
Repair Parts Field Reference
Complete reference for all repair parts fields and options in the mobile app
Repair Leak Field Reference
Complete reference for all repair leak fields and options in the mobile app
VRV System Field Reference
Complete reference for all VRV system fields and options in the mobile app
Leads Marketplace
Access and manage leads
Integrations
Connect with other platforms
Mobile App
Using Cooledge on your phone
Support
Get help when you need it
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