Getting Started

Basics of using A.X.E.L

Quick Start Guide

Get up and running with A.X.E.L in minutes. Learn the key features and workflow.

Scanning Screenshots to Add Leads

Turn screenshots from Checkatrade, MyBuilder, Bark, and more into leads automatically.

Setting Up Your Account

Get your A.X.E.L account set up and ready to go in minutes.

WhatsApp Integration

Let the WhatsApp bot capture leads and answer questions while you crack on with work.

Tips and Tricks

Power user shortcuts to save time — voice features, screenshot scanning, and pipeline tricks.

Switching to A.X.E.L from Another Platform

Moving from another CRM, job management tool, or spreadsheets? We'll help you make the switch.

Other Categories

Voice Features

Voice-to-Lead, Voice-to-Quote, Voice-to-Invoice, Voice expenses

Leads

Managing leads, pipeline, map, scan screenshots

Quotes & Invoices

Creating, sending, payments, recurring, Stripe

Jobs

Job lifecycle, calendar, timesheets, timers

Expenses & Materials

Expense tracking, materials catalogue, loadouts

Reports

P&L reports, expense breakdowns, data export

Team & Settings

Team members, roles, business settings, subscriptions

Integrations

Google Calendar, Xero, QuickBooks, Stripe — secure connections with OAuth 2.0 + PKCE

Advanced Features

Offline mode, PWA installation, push notifications, data export

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