How can we help?
Guides, step-by-step scenarios and answers for every part of Ergothiki.
Scenarios
Topics 81 articles · how each screen works
- How do I get started with Ergothiki?
- What do the figures on a project's Finances tab mean?
- What does Home show, and how do I set it up?
- What do the office's Statistics show?
- Which plans are there, and how do I change the subscription?
- How does the office record working time?
- What is where in Team?
- What does the Team overview show?
- How do I set and work out the labour cost?
- What does Planning show: next step, team load, project forecast?
- How does the Control Centre show what needs attention today?
- Which reports do I make from the office's data?
- Where do I find the subscription's payments, receipts and invoices?
- How is artificial intelligence paid for with credits?
- How do I recommend Ergothiki, and what do I gain?
- What happens when the office has no subscription?
- How do roles decide who sees and who changes what?
- Which permission does each role have?
- What is where in Team?
- What does the Team overview show?
- Who sees what in Team?
- How do I set the office's working week and holidays?
- How do I request and approve leave?
- How do I switch on two-step verification?
- How do I create a project, and what does each of its tabs hold?
- What do I record on each work item for fees and payments?
- Where do I enter the KAEK, and what form does it take? Greece
- How do I set up the office's service catalogue?
- How do I work with another office on Ergothiki?
- Where do I see the projects' locations and map?
- What do the statuses mean, and how do I close a project?
- How do I set up and use project templates?
- How do I create a project from a permit's documents? Greece
- What is the customer portal, and what does the customer see?
- How do I make, send and convert an offer?
- How do I read and change the projects' timeline?
- What does Planning show: next step, team load, project forecast?
- How does the Control Centre show what needs attention today?
- How do I create a project, and what does each of its tabs hold?
- What does Home show, and how do I set it up?
- How do I book office appointments and field work?
- What does the office's calendar show?
- How do I write notes on a project and flag one as urgent?
- How do I record, assign and tick off tasks?
- What does the My tasks page show?
- How do I open a support request?
- How do I search the whole office?
- How does the office record working time?
- How do I request and approve leave?
- How does the timer work?
- How do I sign up and sign in?
- How does ErgoCloud, the office's files, work?
- How do I switch on two-step verification?
- What do I change in my profile?
- How do notifications work, and what can I silence?
- What do I record on each work item for fees and payments?
- What do the figures on a project's Finances tab mean?
- What do the office's Statistics show?
- How do I record an expense from a receipt?
- How do I set and work out the labour cost?
- The office's finances
- The «Office expenses» report
- Which reports do I make from the office's data?
- Where do I find the subscription's payments, receipts and invoices?
- How do I work with another office on Ergothiki?
- How do I find, add and contact customers?
- How do I work with partners and link them to Ergothiki?
- How do I book office appointments and field work?
- What does the office's calendar show?
- How do I hold a video call with a customer?
- Where do I find the video call links?
- How do I start a video call in an ErgoMeeting room?
- How do I read and answer the office's messages?
- How does the office's email work?
- How does ErgoCloud, the office's files, work?
- What is ErgoMeeting, and how do its rooms work?
- How do I record a video call?
- How are the transcript and the AI minutes made?
- What photographs does your website need?
- What does a website reset erase, and how do I undo it?
- How do I set up the office's website?
- How is my website doing?
- What does «My designs» keep?
- What is a free section?
- How do I get started with Ergothiki?
- How do I set up the office's service catalogue?
- How do I restore what was deleted, and when is it gone for good?
- How do I keep the office's useful links? Greece
- How do I open a support request?
- Where is each office setting?
- How do I try Ergothiki with sample data?
- How do I export the office's data?
- What does the Data protection page show?
- How do I delete the office?
- What goes into the office's details?
- How do I set the office's country, language, currency and formats?
- How do I upload or change the office's logo?
- How is artificial intelligence paid for with credits?
- How does the office use artificial intelligence?
- How do I record a video call?
- How are the transcript and the AI minutes made?
- What does an AI agent do in your office?
- AI agents: security and privacy
- What do I do when an AI agent will not do something?
- ErgoAI: ask your Ergothiki
- ErgoAI and AI agents — what they can do
Questions All questions →
How do I give a customer access to the portal?Projects & work items
With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.
The whole guide →How do I change a user's role?Team & security
In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.
The whole guide →Why can a colleague not see prices?Team & security
Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.
The whole guide →What is the difference between the «Agreed fee» and the «Invoiced amount»?Fees & VAT
The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.
The whole guide →
ΕργοθήκηHelp Centre