Assisterp Help Center

Help for everyone who works in Assisterp — the firm owner setting it up, the administrators who run it, and the employees who use it every day. Pick the path that matches you. New to the words Assisterp uses — jobs, pipelines, stages? Start with How work fits together.

I’m setting up my firm

Start with Getting Started, then work through the Firm Owner Onboarding Guide in order. Assisterp also tracks your progress in the in-app Onboarding checklist.

Firm Setup — your firm’s details and workspace defaults.
Employees and Roles — add your team and control what each person can see.
Service templates, Job templates and stage automation, and Pipeline triggers — the pieces that turn a client’s services into scheduled work.
Settings — find the right settings area before changing firm-wide defaults.

I want to automate recurring client work

Step-by-step examples that put the setup pieces above together for common engagements:

I’m starting work as an employee

Start with First Day in Assisterp, then:

Attendance and sign in — start and end your work day, and request time off.
Tasks and subtasks — the work assigned to you.
Jobs and pipelines — how a piece of client work moves through stages.
Time Sheet — log the time you spend.
Calendar views and Meetings and invites — your schedule.
Clients — find and work with client records.

Billing and payments

Documents and contracts

Reports

Insights and reports — client, team, invoice, time, contract, and payment reports.

Something isn’t working

Troubleshooting — can’t sign in, can’t find something, or an action is blocked.
Permissions and Visibility — why a menu, tab, or button is hidden.
Your account and password — change your password or sign out of every device.