FAQ’s for Mother WebApp
How do I change my password?
Go to “my account” and you will automatically be presented with the “personal settings” tab. Here you can change your password by adding your old password and your new chosen password twice. Then just click the “change password” button.
What is permissions?
Permissions is where you as account owner decides which other users have access to certain parts of Mother and at what level they have access. You can decide if users can view and/or edit the sections they have access to.
Can I change the currency and tax (vat) settings?
Go to “my account” in the top right hand corner and then select the “Account settings” tab. You are now shown the “currency/tax” tab and here you are able to change the currency settings of the site by selecting from the dropdown, and change the tax amount to the amount approriate for your area.
How do I invite new users to my account?
Go to “my account” in the top right hand corner of your screen and “click” then click the “invite user” tab. Now fill in the name and email address and you can write a short message that will follow the invite email they receive.
How do I upgrade my account?
Go to “ my account” and then click the “account upgrade” tab to select the plan you want to upgrade to. Click the “sign up now” link and follow the directions that follow.
How do I change my subscription?
Go to “my account” and then click the “account upgrade” tab. You can now select the account you want to upgrade to by clicking the “sign up now” link and follow the instructions.
How do i change project type?
Go to “my account” and then click the “account setting” tab and select the “project types” tab. You can now either edit or delete the existing project types or add new ones by adding text to the empty box at the bottom – then click the “add new type” button.
How do I import my existing clients to Mother?
Go to “my account” then select the “account settings” tab. Then select the tab called “imports/Exports”. From here you can either import or export companies or people. We recommend that you export a file first to get the format that you need to use when creating the CSV file for the import in to Mother
How do I add my own logo to mother?
Go to “my account” and then select the “account settings” tab then select the “other settings” tab and scroll down the page, find the button called “ select file” and the standard file selector comes up, just pick your normal logo file (this must be a JPEG file type) and your file will automatically be uploaded to the system and will be displayed in the top left corner of your screen and on your quotes and invoices.
Please remember you can only add your logo to Mother web app if you are on a paid subscription
How do I add my company details to my invoices?
Go to “my account” then select the tab called “ account settings” then select the tab called “other settings” and down the page you will find the box called Invoice/footer label. Here you can add your company details and bank details and they will be displayed in the footer of your emails
How does system messages work?
With system messages you can display messages either system wide or to individual segments of mother and even to individual people on the system.
To add a new system message click the “ my account” link in the top right hand corner. Then click the “ system messages” tab.
You now have 2 options. You can decide if you want the messages to be system wide or section specific.
You then fill in the boxes below and click the “add Message” button and the message is now live on the system, if it is in the time frame you have selected from the expiry date.
How do I delete a system message?
Click the “my account” link in the top right hand corner.
Then click the “system messages” tab. Scroll down the page and find the existing messages in the system. To delete a message simply tick the box to the right of the relevant message and click the “enable/disable” button. Follow the onscreen instructions, and your message has now been deleted from the system.
How do I add a new company?
Select the “contacts” tab on the main navigation bar; now look on the far right hand side of the page. Click the orange “ new company” button and a new window opens up. Fill in all the relevant details and click the “add company” button and you have added your new company
How do I delete a company?
Click the “contacts” link in the main navigations bar and select the company you want to delete. The click the orange “minus” symbol and click the ok button in the pop up box to confirm you want to delete this company. You must before this make sure all quotes and invoices for this client has been deleted otherwise the system will not allow you to delete.
How do I add a new person?
Select the “contacts” tab on the main navigation’s bar. Now look on the far right hand side of the page. Click the orange “ new person” button and a new window opens up. Fill in and select the relevant options in the new window and then click the “add person” button and you have now added a person to Mother.
How do I delete a person?
Click the “contacts” link in the main navigation’s bar. Then select the contact where the person you want to delete has been added. Then find the person you want to delete from the “people at this location” list and press the orange minus sign, then follow the onscreen instructions, the person has now been deleted from the system.
How do I add a new location?
Click the “contacts” link in the main navigation’s bar then select the contact where you want to add the new location. Then click the orange plus sign next to the “New Location” text. Fill in all the relevant details and click the “ Add location” button and your new location has been added to the contact.
How do I delete a location?
Click the “contacts” link in the main navigation’s bar, and then select the contact where you want to delete the location. Now scroll down and find the location you want to delete and select it. Now press the orange “ delete location” sign and follow the onscreen instruction. You have now deleted the location
How does the other info tab work?
The other info tab is designed for you to have what ever is relevant for your business that is now already catered for on the normal company info section.
Click the “my account” link in the top right hand corner, then click the “ Account Settings” tab then click the “section settings” tab and scroll down to the other info boxes.
You can now fill in what you need to keep track of. This could be web site address or log in details for company house or other info that is relevant to you. Fill in as many boxes as you need and tick the little box to the right hand side to make it active.
Now click the “save info” button and your other info tab is now alive in your contacts section. So click the “Contacts” tab in the main navigations bar and then select the relevant contact where you want to add other info.
Click the “Other Info” tab and you can now fill in the relevant details that you need saving to each relevant client.
How do I add a new project?
Select the “projects” tab in the main navigation’s bar. Now look at the far right side of the page and click the orange “ new project” button. Now fill in the relevant boxes and select from the relevant drop-downs to fill in this form correctly. Then click the “ add project” and the page reloads and you have added a new project to Mother.
How do I delete a project?
Click the “project” link in the main navigation’s bar; now click the relevant project you want to delete. Now click the orange minus sign on the right hand side and follow the onscreen instructions. You have now deleted the project.
How do the Actions page work ?
When you click the “actions” fan in the main navigations bar you will be taken to the main actions page. Here the first thing you see is the calendar for your main overview. On the right hand side of the page you have various search options, changing these will change the actions that are shown in the calendar. Below you can see what actions are due in order of priority. The first one is the one that needs doing first. It will be marked in red if it is overdue.
What is service?
A service is a function you can set up and use when you have a service or function you perform either inside your business or for a client on a continuous basis. For example if you do vat returns for a client then you can set up a service called “vat return” and you can attach this service to each of your client for whom you perform this service.
How do I activate the service tab?
Click the “My Account” tab in the top right hand corner. Then click the “ Account Settings” tab. Then click the “Section Settings tab and look at the red title called “projects” here you can see a little tick box next to the text “Services” tick the box and click the “Save Info” button at the bottom of the page. Once the page reloads you will se the “Services” tab in the main navigations bar, and the services function is ready for you to use
How do I create a new service?
Click the “Services” tab in the main navigation’s bar. Then click the orange “New Services” button out on the right hand side. Now a new window opens. Add a Name for your service and add a description. Now click the “Add Service” button and the service has now been added to the list on the main services page.
Now to set up the service you need to select and click the service you have just created.
In order to make the service work giving you the trigger actions at the right dates, you now need to “ Add new actions” to the service you have just created. Click the tab called “Progress” and then click the “ Add New Actions” tab.
Now you set up your action in your service. Please remember that the first action you create always must have the trigger days set to 0
There after every trigger days you but in on your next actions, just add the amount of days you need between the actions. So an example
Action 1: trigger days = 0
Action 2: trigger days = 5
Action 3: trigger days = 5
Total days from the service has started to completion is 10 days.
Now you can add the service to as many clients as you need
How do I add a service to a contact?
Click the “Contacts” tab in the main navigation’s bar. Then select the relevant contact you want to add the service to. Now click the “ services tab and now you can add the service to your contact by choosing from the dropdown box, then click the “Assign Service” button and you have assigned the service to the contact.
You now have to add a trigger date for when you want this service to start. Click the blue trigger date link on the right hand side. Double click in the empty box and choose the date from the calendar from where you want the service to start. Click the “ save date” button and your service is now fully activated.
Recurring Service invoicing
You can now use the automatic creation of invoices, using the services function on Mother. Simply set up a service. Assign the service to a contact and add a value to the service. When the tasks in this service has been marked as complete you can now use the auto function in invoices. Simply go to the contact. Select the money tab and select create invoice. Then fill in the from / to dates and click the “Generate Invoice” button and the invoice will automatically be created for you ready to save and send to you client.
How do I delete a service?
Click the “Services” tab in the main navigation’s bar. Then select the Service you want to delete. Now click the orange minus symbol on the right hand side and follow the onscreen instructions. You have now deleted the service
How do I create a new quote?
Select the “money” tab on the main navigation’s bar. You are now presented with the main quotes page. To create a new quote click the “create quote” button, and a new window opens up. Select from you lists of projects in the drop down, the relevant project that you want to create a quote for. Now click the “create quote” button.( If you don’t have relevant project to create the quote for you can click the orange “add new project” button and then add the project you want to create a quote for.)
You are now taken to the quotes page where you fill in all the relevant details for your quote and then you click the “save quote” button and your quote is now saved.
How do I delete a quote?
Click the Money tab on the main navigation’s bar and you will be taken to the quotes page. Now select the quote you want to delete. Now press the “Delete Quote” button on the top right hand side and follow the onscreen instructions. When your screen has reloaded the quote has been deleted.
How do I create a new invoice?
Select the “money” tab on the main navigation’s bar. You are now presented with the main quotes page. Now click the “invoices” tab. You are now presented with all you invoice, if you have created some.
To create new invoices click the “create invoice” button. A new window opens up, now you can select from 3 choices. Projects, company or services, when a choice is made a drop-down appears and you have to select from the drop down, make a selection and click the “create invoice” button.
Now the page reloads and you see the draft invoice ready for you to add the relevant info. Once completed click the “save invoice” button. The page reloads and you are now shown the draft invoice you have created.
How do I delete a invoice?
Click the “Money” tab in the main navigation’s bar. Then select the “Invoices” tab. Now select the relevant invoice you want to delete and click it. Now click the “Delete Invoice” on the top right hand corner in black and follow the onscreen instructions. Your invoice has been deleted once your screen has reloaded.
What is virtual terminal?
Virtual terminal is designed for you to be able to accept debit or credit cards either thru your invoices when you email them out to your customers or by taking card details over the phone as payment for your products or services.
How does the virtual terminal work?
How do I add my details to take online payment?
Click the “my account” link in the top right hand corner. Now click the “account settings” tab. Then click the “payment settings” tab and you now have a few options.
Mother is at the moment able to handle 3 payment providers
1 Cardsave
2 Paypal pro
3 Standard paypal
If you want to use either Cardsave or Paypal pro tick the box next to it and fill the relevant fields. Then click the “Save Settings” button
If you want to use the standard paypal options then just fill in the fields with paypal address and email address and click the “ Save Settings” button
You have now added your payment details to Mother and you can now accept debit/credit card payments directly using the Virtual terminal or thru Invoices that you have emailed using Mother.
Does Mother have an app of IPhone?
More to come