Here are the tabs you can find in the LSP.expert menu:
Jobs: Your list of jobs, where you can change the status and progress of your jobs, start using the time tracking functionality, add new jobs, invoice jobs, etc.
To know more about jobs, see this collection: https://help.lsp.expert/en/collections/126693-jobs
Groups: Your list of groups. You can indeed put jobs together in groups, and see all your groups in the Groups tab. The jobs belonging to groups are also displayed separately in your list of jobs.
To know more about groups, see this collection: https://help.lsp.expert/en/collections/126751-groups-projects
Clients: This tab contains all your clients. You can add new clients, edit your existing clients, manage your services and rates for these clients, manage your clients' contacts, add files and marketing notes for your clients, etc.
To know more about clients, see this collection: https://help.lsp.expert/en/collections/126722-clients
Suppliers: This tab contains all your suppliers. You can add new suppliers, edit your existing suppliers, manage your services and rates for these suppliers, rate the work of your suppliers, enter their unavailabilities, add files, etc.
To know more about suppliers, see this collection: https://help.lsp.expert/en/collections/126733-outsourcing
Quotes: Your list of quotes, where you can edit your existing quotes, change the status of your quotes, generate PDF documents for your quotes, send them by email, etc.
To know more about quotes, see this collection: https://help.lsp.expert/en/collections/126712-quotes
Invoices: Your list of invoices, where you can edit your existing invoices, change the status of your invoices, generate PDF documents for your invoices, send them by email, etc.
To know more about invoices, see this collection: https://help.lsp.expert/en/collections/126678-invoices
Expenses: Your list of expenses (general expenses like books, internet connection and LSP.expert subscription, but also outsourcing expenses from when you outsourced jobs to suppliers). In this list, you can create new expenses, edit existing expenses, upload receipts or invoices for these expenses, etc.
To know more about expenses, see this collection: https://help.lsp.expert/en/collections/126738-expenses
Purchase orders: Your list of purchase orders, where you can edit existing POs, change the status of your POs, generate PDF documents for your POs, send them by email, etc.
To know more about purchase orders, see these articles: https://help.lsp.expert/en/?q=purchase+order
Reports: Here you can find all the reports available in LSP.expert to keep track of your numbers. There are more than 20 reports in LSP.expert.
Then, when you click on your name at the bottom of the screen, you have three more tabs:
Settings: This is where you can define all your settings (localization settings, services, document templates, importing data, data to display in your documents, translation of your documents in any languages you want, and much more!).
Support: Our Help Center containing dozens of support articles.
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Note that you can directly start working with LSP.expert as you can enter data almost everywhere in the app. For example, you can create a new client/service/language pair/unit at the same time you create a new job (by clicking on the + button).
The system also "learns" and tries to remember what you did for the next times. For example, if you change the number format of an invoice (e.g. into 2023-0035), the system will "know" that the next invoice should be numbered 2023-0036.
Also, don't forget that you can also use filters in your lists to easily display the information you need (using the Filter button). And there is also an Export button at the top of your lists, to export the data in your (filtered) lists in Excel.
If you need help, don't hesitate to contact us at hello@lsp.expert.