All topics
Getting started
Create an account, walk through the setup wizard and fill in your company details.
- Create an accountHow to sign up for TelMaar and set your own password through the invitation email.
- Going through the start wizardHow to work through the four short starting steps after your first login, or skip them for later.
- Fill in your company detailsHow to fill in, under Settings and then Company, the details that appear on your invoices and quotes.
- How the trial worksWhat your 30-day free trial includes, what you will see along the way and what happens when it ends.
- Set up two-factor authenticationHow to link an authenticator app to your account, so logging in asks for a code from your phone on top of your password.
- Working fast with the command barOpen a bar with a shortcut that finds a customer, invoice or action anywhere in TelMaar.
- Setting up notificationsSee at a glance what happened: a paid invoice, a signed quote or a job that's waiting.
- Your home screen by roleWhy an owner, a bookkeeper and a technician see a different home screen, and what the Action Center and the job-to-cash bar show.
- Finding settingsHow the settings hub works: tiles per category, a search field, and its own side navigation once you're inside.
- Task overviewHow to filter your own tasks or all of the company's tasks by status, and mark them done straight from the list.
- Choosing a sector profileHow the sector you pick in the start wizard changes the words TelMaar uses, such as job, ticket or project.
- The assistant: questions about your figures, anomalies and fill-in proposalsWhat the assistant does and does not do: questions in plain language, a list of anomalies and proposals for a receipt, and never posting without your click.
- Connecting TelMaar to another system: API keys, webhooks and calendarCreate an API key with exactly the permissions an integration needs, let webhooks inform other systems and subscribe to your calendar.