Ethos Knowledge Base

Welcome ​

Welcome to the Ethos Knowledgebase

Processes ​

• PC Sums & Provisional Sums — Understanding PC and PS allowances in quotes, variations, and client approvals
• Handy Prime Tips — Field Supervisor — Most-used Prime links and shortcuts for field supervisors

Appointments & Bookings ​

• How to Create Appointments and Bookings in Prime
• OptimoRoute Appointments & Bookings Overview
• Book an Appointment Using Advanced Booking Availability
• Create a New Booking Link for an Insured
• Finding Appointments Not Scheduled
• Viewing the Estimator Availability

Business Improvement ​

• Business Improvement and Planning Process

Forklift Operation ​

• Jialift E10-15GL Operating Manual

Inventory ​

• Inventory Scanning Instructions

Make Safe & Admin ​

• After Hours Make Safe Process
• Ethos Admin Portal Guide

Payroll ​

• Leave Requests Process

Personal Details ​

• Updating Your Personal Details

Prime ​

• Roles, Permissions & Users — Every Prime role with its module permissions and assigned users (captured 9 Oct 2026)

Reporting ​

• Ethos Metabase Reporting

Security & Sensitivity ​

• Retention Labels
• Sensitivity Labels

Standard Operating Procedures ​

• Getting Started with SOPs
• How to Export and Upload an SOP to SharePoint

Trades & Suppliers ​

• Suppliers Process Handbook

WIP Updates ​

• WIP Update for Supervisors

Brand ​

• Colours — Current and historical brand colour palette with hex, RGB, and Pantone references

Meta ​

• Changelog — History of updates to this site
• Image Reference — All images available in this site with paths for use in markdown