Hoe kunnen we helpen?
Practical guides for setting up Klusaro and completing everyday service workflows.
Browse help by category
- Getting Started — Set up your workspace, understand the dashboard, and complete your first workflows.
- Contacten — Create, find, update, and contact the people and organisations you work with.
- Leads — Track opportunities and organise them with pipelines and stages.
- Opdrachten & planning — Create, schedule, assign, and monitor jobs from Jobs and Calendar.
- Werknemers — Add workers and understand worker types, availability, status, and limits.
- Taken — Create operational tasks, assign them, and maintain their completion state.
- Offertes — Create, send, and manage quotes for customers and jobs.
- Facturen en betalingen — Create invoices, manage status, and record payments accurately.
- Forms — Build and publish booking and lead forms for public intake.
- Documenten — Upload, link, open, update, archive, and remove documents.
- Automatiseringen — Create and manage automations for repeatable follow-up work.
- Workspace & Account — Manage settings, users, notifications, tags, fields, plans, and billing.
Getting Started
Follow the recommended first-workflow path.
Set up your workspace and complete the core customer → job → quote/invoice workflow.
Heb je nog steeds hulp nodig?
Can’t find the answer? Contact us and we’ll point you in the right direction.
