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Getting Started
Getting Started
New to Smokeball? Start here.
Step 1: Preparing to move to Smokeball
Smokeball System Requirements
Transitioning to Smokeball: Important first steps for new firms
Welcome to Smokeball: Your onboarding plan
Import data into Smokeball
Import contacts into Smokeball
Step 2: Setting up Smokeball
Install Smokeball
Add a new Smokeball user
Smokeball Configuration Call: What to expect
Creating contacts, leads and communication
Getting Started with the Smokeball Mobile App
Step 3: Navigating Smokeball and managing matters
Basic Navigation
Navigate the Smokeball Dashboard
Customise your home screen
Use the Smokeball action bar
Search in Smokeball
Using the Smokeball Daily Digest
See all 13 articles
Step 4: Setting up your invoicing and trust accounting
Getting Started with the Smokeball Cloud Companion app and Billing
Smokeball Billing Training
Preparing for your trust account transition
Manage invoicing and trust accounting
Smokeball Academy
Smokeball Training Resources
Smokeball Academy Self-paced Courses
đŸ“– Trust Accounting Basics
Foundations Training: Basics
Foundations Training: Essentials
Community
Smokeball Community Overview
Getting Started with the Smokeball Community
Ask the Community
Find answers, share ideas & discuss best practices with Smokeball users.
Need more help?
Contact us for personalised support and troubleshooting.
Need more help?
Contact us for personalized support and troubleshooting.
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