Documentation
Set up the workspace, run the day, manage records, and control the accounting workflows that support the business.
Start here
Set up Zelio to run your business
Choose how the business operates, select a business type and starting setup, invite the team, and test the path from intake through billing.
Find the right section fast
Start in the section that owns the job instead of hunting through the whole workspace.
Use Activity views and unified pages
Activity changes by view, while the other sections keep their stable page names and shared records.
Run an auto shop day
Use shared Work Orders, customers, vehicles, packets, parts, documents, payments, and Activity queues to run a repair day from intake to pickup.
Workspace guides
Run the day from Activity and Operations
Use Activity as the operating view host. Use Operations to understand pressure around the system.
Manage people, shifts, and assignments
Use Work for the individual, Employees for the roster, and Operations when the problem is coverage.
Keep customer and vendor records useful
Use Customers for follow-up, Vendors for supplier setup, and Relationships for the broader health of each connection.
Manage what you offer and what supports it
Use Products for the catalog and Assets for the stock, units, tools, and locations behind it.
Use Accounting and Capital together
Accounting runs day-to-day money work, close, books, reporting, planning, and capital readiness.
Run accounting yourself
A plain-English guide to the records, habits, reports, and review loops a business owner or finance team needs to run accounting with confidence.
Build and manage reusable templates
Use Builder for documents you author in Zelio and PDF Upload when the file already exists.
Track requests and manage stored documents
Use Requests for active signature work and Library for the actual files, metadata, and sharing state.
Model how the business runs
Use Processes to define workflows, review revisions, and simulate changes before they affect live operations.
Control who can enter, edit, and integrate
Manage members, custom roles, and API keys from Workspace access & API.