Guides & Tutorials
Step-by-step guides to help you master every feature of Gaffer.
Featured Guide
Complete Getting Started Guide
Everything you need to know to set up Gaffer for your business. From creating your account to sending your first invoice.
15 min readWhat you'll learn:
- Account setup and configuration
- Creating your first customer and job
- Building and sending quotes
- Generating and tracking invoices
- Team setup and permissions
All Guides
Setting Up Your Company Profile
Configure your company details, branding, and default settings for a professional look.
Creating and Managing Jobs
Learn how to create jobs, assign team members, track progress, and close out completed work.
Mastering the Quote Builder
Create professional quotes with our drag-and-drop builder. Add line items, photos, and terms.
Invoicing Workflows That Get Paid Faster
Best practices for invoicing that reduce payment times and improve cash flow.
Managing a Remote Team
Tips for managing field workers, tracking time, and ensuring quality work.
Advanced Reporting and Analytics
Dive deep into your data with custom reports, dashboards, and KPI tracking.
Automating Your Workflows
Set up automations to save time on repetitive tasks like follow-ups and reminders.
API Integration Guide
Technical guide for developers looking to integrate Gaffer with other systems.
Connecting to Xero
Step-by-step guide to syncing Gaffer with your Xero accounting software.
Connecting to QuickBooks
Sync customers, invoices, and payments with QuickBooks Online.
Google Calendar Integration
Keep your Gaffer schedule in sync with Google Calendar.