For the complete documentation index, see llms.txt. This page is also available as Markdown.

More help and support

There are several ways to learn more about Phocas, get help with what you're doing, and contact Support.

In-product help

Use the Help menu in Phocas to access help and learning resources or get help with specific tasks.

  • Access user documentation, Phocas Academy, PUG Training, release notes, and the PUG Forum.

  • Depending on the product, start guided tours that walk you through specific tasks or watch videos that demonstrate how to complete them.

Help, learning and support resources in Phocas
Guided tours and videos for specific tasks

Customer resources

You can also access many of our help and learning resources directly from the Phocas website.

This is useful when you're not signed in to Phocas.

Support desk

Raise a technical service request with our Support team or get help with your licensing and billing:

Get help inside the product

Upgrades and services

Use the form in your Phocas side navigation menu to request upgrades, such as additional users, and service work, such as ERP migration and training. Watch this video to learn more.

Are you using Phocas On-Premise? Contact our Support team about migrating to Phocas Cloud from your on-premise setup.

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