As the final piece to Practice Ignition account setup & customisation we'll come back to the integrations. Specifically, Xero Practice Manager (XPM).
Integrating XPM provides another powerful time-saving automation benefit to Practice Ignition, however this will also be the most time-costly part of the account setup.
The first thing to do with the PI & XPM integration is to get an understanding of how the job deployment works.
In short, on a proposal in PI you set up the framework for job(s) and then the services (selected from your library) add the tasks into those jobs. This is done by linking your services to Job Templates in XPM.
To help with this, here's two helpful resources:
Once you're comfortable with how this works, go to 'Apps' on the left-hand menu and integrate PI with your XPM account.
Then create a Job Template in XPM for each service (that requires tasks to be completed as part of it) and then apply the templates to their relevant service(s).
The XPM integration will also bring in to PI all of your client records from XPM, making it even easier to create proposals for them.
And now you're done. Your account is fully set up and it's time to start creating & sending proposals to clients!