Summary
Learn how to get help in Invoice Automate using the in‑product help widget, browse the knowledge base, track progress with Tasks, and join free courses in the Training Academy.
This article covers:
About support and learning in Proptech Labs
Proptech Labs gives you several ways to learn and get help: an in‑product help widget, a searchable knowledge base, a Tasks checklist for guided learning, and a Training Academy with free, self‑paced courses and webinars. These resources cover Invoice Automate and related products such as Inspection Manager and Key Automate.
Contact support
If you cannot find what you need in the Help Centre, contact support from the widget or via the website.
To contact support:
Select the help widget at the bottom left of the screen
Choose Send us a message
You may see options you can choose from:
Online Training Course - Register for the Invoice Automate training course
Getting Started Guide - Opens an article in the knowledge base
Reporting an Issue with Invoice - Opens an article in the knowledge base
Chat to Support - Opens live chat
Use the help centre from the help widget
Use the help widget to search for answers, open articles, and contact support without leaving your workflow.
Select the help widget (bottom left)
Select Help to open the help centre side panel
In Search for help, enter short, specific keywords and press Enter to view results
Select a product to view its categories
Select a category to access the help articles
Tip: Use concise terms such as bulk approval, upload invoices, or duplicate detection for more relevant results.
Track your learning with Tasks
Tasks is a built‑in checklist that lets you step through key features and mark items complete as you go.
Select the help widget (bottom left)
Select Tasks
Open a task, such as Dashboard Overview or Bulk Review & Approval, and follow the steps or short video
Note: You can complete the tasks in any order or jump straight to the topic you need.
Select Mark as completed when done
Browse the knowledge base
The knowledge base is a central library featuring step-by-step articles for Invoice Automate, Inspection Manager, Key Automate, and more. It also includes release notes.
To browse the knowledge base website:
Go to: Knowledge Base
Search for Help - To find the articles you need, use the search feature by entering key terms. Opt for concise, essential words instead of long phrases for more effective results
Categories - Each category in the knowledge base allows you to quickly locate the articles you are looking for. You can click through the categories to access related subcategories or grouped articles, making your search more efficient
Articles - Articles provide valuable information on features and step-by-step processes. At the bottom of each article, you may find a What's Next? section that guides you to related articles. After reading an article, you can submit feedback by clicking the thumbs-up or thumbs-down buttons
Join the training academy
The Training Academy offers free, self‑paced courses and webinars so your team can learn at their own speed.
To access courses:
Go to: Training Academy
Create an account or log in
Use the filter and search options or
Browse the training courses and select Learn more to start
Tip: If you prefer webinars, check Proptech Labs’ Webinars page for upcoming live sessions and on‑demand content.