Consultancy FAQ
Common questions and answers about Consultancy
General
Q: What is the Consultancy addon?
The Consultancy addon is a complete management solution for consultancy businesses. It helps you manage clients, services, documents, payments, and inquiries in one centralized platform.
Q: Who can access Consultancy?
Consultancy is available at the Company/Workspace level. Users with appropriate permissions can access and use the features.
Q: Does Consultancy work with other addons?
Yes! Consultancy works well with:
- Custom Fields — Add custom fields to customer forms
- Documents — Enhanced document management
- Workflow — Automate consultancy processes
Customers
Q: How do I create a customer?
- Go to Consultancy → Customers
- Click + Create
- Fill in details and select a service
- Upload required documents
- Save
See How to Create a Customer for detailed steps.
Q: What is an Application ID?
An Application ID is a unique identifier automatically generated for each customer. It helps you track and reference customer applications.
Q: Can I assign multiple agents to one customer?
Currently, one agent can be assigned per customer. You can change the assigned agent at any time.
Services
Q: How do I set up a service?
- Go to Consultancy → Services
- Click + Create
- Enter name, description, and pricing
- Define required documents
- Save
Q: Can I require specific documents per service?
Yes! When creating a service, you can define which documents are required. Customers must upload these when applying.
Q: How do I disable a service?
Use the Toggle action on the service to enable/disable it.
Payments
Q: How are receipts generated?
Receipts are automatically generated when a customer submits an application. They include service charges and payment details.
Q: Can I customize receipt templates?
Yes, you can customize receipt templates to match your business branding.
Q: What payment statuses are available?
- Pending — Awaiting payment
- Paid — Payment received
- Partial — Partial payment made
Documents
Q: What file formats are supported?
Common formats include: PDF, JPG, PNG, DOC, DOCX
Q: Is there a file size limit?
Yes, typically 10MB per file. Contact your admin if you need larger uploads.
Q: Are documents stored securely?
Yes, all documents are stored securely with access controls based on user permissions.
Inquiries
Q: How do inquiries work?
Inquiries are captured from web forms and automatically categorized by service type. You can respond to them directly and track their status (open/closed).
Q: Can I convert an inquiry to a customer?
Yes, you can create a customer record from an inquiry once they're ready to proceed.
Need More Help?
Contact our support team for additional assistance.