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  1. Smokeball Support Hub
  2. 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
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  And here there's some critical information you have to know!

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