HERE TO HELP
A clearer next step starts here.
Find the answer, finish the task and get back to your business. Browse practical guides for your Moonbreak workspace.
17 guides to help you move forward
Set up your first workspace
Prepare your business identity, customer information and team before you send your first quotation.
Read the guide Workspace basicsOrganize contacts, companies and products
Create dependable customer records and a reusable list of the products or services you sell.
Read the guide Quotes & invoicesCreate and send a professional quotation
Follow the seven quotation steps, review the customer experience and share a clear offer.
Read the guide Quotes & invoicesCreate an invoice from an agreed quotation
Select the quote, review the amount due, add payment instructions and keep invoice status accurate.
Read the guide Client communicationSend emails and understand client signals
Check recipients, send a clear document message and interpret engagement with the right context.
Read the guide Quotes & invoicesPrepare a quotation for e-signature
Make acceptance clear, check the signer and understand the included signature allowances.
Read the guide Client communicationRecord a useful proposal walkthrough
Prepare your screen, explain the quotation clearly and review the recording before sharing it.
Read the guide Workspace basicsSet up branding and white-label links
Use a consistent business identity and understand the corporate.systems link format.
Read the guide Team & billingManage roles, approvals and workspaces
Give people appropriate access and build a review process for quotations and invoices.
Read the guide Team & billingUnderstand plans, seats and allowances
Find the right workspace plan and understand included capacity, additional seats and e-signature usage.
Read the guide TroubleshootingTroubleshoot access, documents and recordings
Practical checks for common issues, plus what to include when you contact support.
Read the guide Team & billingRead your dashboard and team activity
Use Personal and Team views, performance periods and the workspace leaderboard to review the right work.
Read the guide Workspace basicsPrepare products, prices and inventory
Build a reusable catalog, check stock information and keep quotation line items clear for customers.
Read the guide Quotes & invoicesPrepare quotation and invoice templates
Review reusable layouts, business identity and document details before sending customer-facing work.
Read the guide Quotes & invoicesManage document status and public links
Find the current quote or invoice, understand its state and share the right version with the right recipient.
Read the guide Workspace basicsCheck currencies, totals and payment amounts
Distinguish document currency, dashboard filters and conversion estimates before quoting or invoicing.
Read the guide TroubleshootingManage account access and business records
Find personal settings, protect workspace access and request help with account or data changes.
Read the guideNew to Moonbreak? Start with one customer.
Set up your business details, create a customer record and build a quotation for work you are already discussing. The getting-started guide connects each step, from your first workspace to your first invoice.
Open the getting-started guideNeed a hand with a specific issue?
Tell us what you were trying to do, which step failed and what appeared on screen. Include your browser, the approximate time and a document reference if relevant. Leave out passwords, login codes and confidential customer information.
Email team@moonbreak.com