Getting Started
Set up your account and learn each Avaza module step by step.
- The Get Started pageUse the Get Started page in Avaza to work through a setup checklist for your role, with progress for each module and a link to every quick start guide.
- Getting started with projectsCreate your first project in Avaza, find your way around its views, and learn the building blocks every project uses, from sections and tasks to settings.
- Getting started with timesheetsSet up Avaza so your team can track time on projects, log hours with the timer, from a task, or in day or week view, and invoice billable time.
- Getting started with invoicesSet up invoicing in Avaza, bill your time, expenses and fixed amounts, send invoices by email or e-invoice, and let customers pay online.
- Getting started with e-invoicingGet your business registered for e-invoicing, set up taxes and customer identifiers, and send Avaza invoices over the Peppol and DBNAlliance networks.
- Getting started with expensesSet up expenses in Avaza, record them with receipts, get them approved, reimburse your team and bill expenses to customers on an invoice.
- Getting started with billsRecord supplier bills in Avaza, add line items or a supplier's tracked time, verify each bill, record payments and keep track of what you owe.
- Getting started with estimatesCreate a quote or estimate in Avaza, send it for online approval, follow its status, and turn an accepted estimate into an invoice or a project.
- Getting started with resource schedulingBook your team onto projects and leave on the Team Schedule, see who has spare hours, and set up the roles, settings and views that scheduling needs.
- Getting started with chatSet up Avaza Chat for your team and customers, talk in direct messages, channels and task discussions, control notifications and get the chat apps.
- Getting started with chat for external contactsInvited to chat by a company that uses Avaza? Accept the invitation, reply to direct messages, take part in channels and choose your notifications.
- Getting started with the account dashboardSet up your Avaza dashboard. Add widgets from the library, then move, resize, rename and configure them to follow your invoices, tasks, time and expenses.
- Customer portal overviewInvite your customers' contacts to Avaza to work on project tasks, approve timesheets, see their estimates and invoices, and pay online.
- Global search and advanced searchFind projects, tasks, chat messages, people and companies from any page with global search, then narrow the results with advanced search operators.
- Getting started with Zapier MCP for AvazaConnect Claude, ChatGPT or another AI tool to Avaza through Zapier MCP, and find out when Avaza's own MCP server is the better choice.
- Can I recover deleted data?Deleting in Avaza is permanent. See what Avaza keeps about deleted timesheets, and how to archive, void or export instead of deleting.