1. Create Your Trial Account

Start by registering for a free 6-month trial at adcompro.app. You'll need:

• Your company name
• A unique subdomain (e.g., yourcompany.adcompro.app)
• Contact email and name
• Phone number (optional)

2. First Login & Dashboard

After registration, you'll receive login credentials via email. Your dashboard provides:

• Overview Statistics: Active projects, pending time entries, recent activities
• Quick Actions: Create new project, log time, add customer
• Recent Activity: Latest updates from your team
• Upcoming Deadlines: Project milestones and deliverables

3. Initial Setup Checklist

Creating a New Project

Projects are the core of AdCompro. Each project contains:

• Basic Information: Name, description, customer, status
• Dates: Start date, end date, billing dates
• Budget: Monthly fee, rollover settings, billing frequency
• Team: Assigned users with specific permissions
• Structure: Milestones, tasks, and subtasks

Project Structure: Milestones → Tasks → Subtasks

Project Templates

Save time by using pre-configured project templates:

1. Create a project with your standard structure
2. Save it as a template (Templates → New Template)
3. When creating new projects, select your template to auto-import structure

Budget Management

AdCompro offers flexible budget tracking:

• Monthly Fee: Fixed monthly budget for the project
• Rollover: Enable to carry unused budget to next month
• Billing Frequency: Monthly, Quarterly, Per Milestone, or Custom
• Budget Status: Real-time tracking of used vs. available budget

Logging Time Entries

Track your work hours accurately:

1. Navigate to Time → New Entry
2. Select project, milestone, task, or subtask
3. Enter hours and minutes worked
4. Add a description of work performed
5. Mark as billable or non-billable
6. Submit for approval (or auto-approve if enabled)

Time Entry Approval Workflow

Calendar-to-Time Entry Conversion

Convert calendar events directly to time entries:

• Sync your Microsoft 365 calendar
• View events in AdCompro's calendar view
• Click "Convert to Time Entry" on any event
• Duration is automatically calculated
• Link to project/task and submit

Auto-Approve for Trusted Users

Enable auto-approve for experienced team members to streamline workflows. Admins can enable this per user in User Settings.

Creating Invoices

Generate professional invoices from tracked time:

1. Go to Invoices → New Invoice
2. Select project and billing period
3. AdCompro automatically consolidates approved time entries
4. Add service packages and additional costs
5. Review budget overview (previous month remaining, current usage, rollover)
6. Adjust line items if needed (edit descriptions, prices, quantities)
7. Finalize and send to customer

Invoice Templates

Customize invoice layouts with the drag-and-drop template builder:

• 18 different content blocks (header, line items, payment terms, etc.)
• Custom colors and branding
• Configure which fields to display per block
• Set templates per customer or project
• Preview before finalizing

Invoice Status Workflow

Additional Costs

Track costs beyond time entries:

• One-time costs: Domain registrations, software licenses, etc.
• Monthly recurring: Hosting fees, subscriptions
• In-fee vs. Additional: Mark if included in monthly budget or extra charge
• Auto-invoice: Automatically include in next invoice

Customer Profiles

Store comprehensive customer information:

• Company details (name, VAT, CoC number)
• Address (street, addition, city, zip code, country)
• Contact information (email, phone, website)
• Notes and custom fields
• Status (active/inactive)

Contact Persons

Manage multiple contacts per customer:

• Add unlimited contacts per customer
• Designate primary contact
• Store position, email, phone, notes
• Link contacts to multiple companies
• Complete activity log of all contact changes

Customer Dashboard

View customer details include:

• Active and completed projects
• Total revenue and invoicing history
• Outstanding invoices
• Contact persons with quick email/call links
• Location map (Google Maps integration)

Microsoft 365 Sync

Connect your Outlook calendar for seamless scheduling:

1. Navigate to Calendar → Connect
2. Authorize AdCompro to access your Microsoft 365 account
3. Events sync automatically every 15 minutes
4. Create events directly in AdCompro or Outlook
5. Two-way synchronization keeps everything in sync

Creating Calendar Events

Schedule meetings with project context:

• Link events to projects, milestones, tasks
• Invite team members and external attendees
• Send professional email invitations with ICS files
• Track RSVP status (Accepted/Declined/Tentative)
• Optionally convert to time entry after completion

Event Cancellation

Cancel events with automatic notifications:

• Only event owners can cancel
• Add optional cancellation reason
• All attendees receive email notification
• Event removed from Microsoft 365 calendar

User Roles

Inviting Team Members

1. Go to Users → Invite User
2. Enter name, email, and assign role
3. Select company (for admins)
4. Set initial password or send invitation email
5. Assign to projects with specific permissions

Project-Specific Permissions

Customize access per project:

• Can Edit Fee: Modify project budget settings
• Can View Financials: See budget and invoicing data
• Can Log Time: Create time entries
• Can Approve Time: Approve team members' time entries

Application Settings

Configure global application preferences:

• Timezone: 400+ timezone options (default: Europe/Amsterdam)
• Date Format: d-m-Y, m-d-Y, Y-m-d, etc.
• Time Format: 24-hour (H:i) or 12-hour (h:i A)
• Currency: EUR, USD, GBP, etc.
• Language: English (more coming soon)

Microsoft Graph Configuration

For calendar integration, configure Azure AD app:

1. Register app in Azure Portal
2. Copy Client ID, Client Secret, Tenant ID
3. Enter values in Settings → Microsoft 365
4. Set redirect URI to your AdCompro domain
5. Grant Calendar.ReadWrite and User.Read permissions

Calendar Sync Settings

Control synchronization frequency:

• Cron Sync: Background sync interval (default: 15 minutes)
• Page Load Sync: Sync when opening calendar (default: 5 minutes)
• JavaScript Interval: Real-time updates (default: 30 seconds)