Other Features
Pre-Work
Pre-work is an essential Gap tool that will help you get deeper insights to deliver effective meetings. Watch or read the below guides to learn more about pre-work. Creating & Editing Pre-Work Templates ...
Work Items
A Work Item acts as an interactive process guide, and a workflow management tool, to support advisors through delivering services intuitively. Watch or read the below guides to learn more about utilising Work Items in The Gap for your meeting ...
Value Gap Calculator
The Value Gap calculator (also known as the 'VGC') is a valuable tool used to show clients (and prospective clients) what’s possible by demonstrating the gap between where their numbers are now and where they could be. ...
Advisor Assistant
The Advisor Assistant is a built-in feature, utilising AI to automatically record and transcribe meetings held within The Gap. It streamlines documentation, allowing advisors to focus on conversations while ensuring accurate and structured meeting ...
Document Templates
Overview The Document Templates area is where you create, edit, and manage the templates used for pre-work, delivery, and feedback. To find it, go to Main Menu > Document Templates. Key features: Status tabs: Document templates are separated into two ...
Proposals
Watch or read the below guides to learn how to create, send and manage proposals in The Gap from your perspective and the Client’s. Introduction to the Proposals Area To access the Proposals area: Navigate to the Main Menu > Proposals. Here you will ...
Services & Pricing
The Services and Pricing area is where you set up your details for creating and sending proposals. Watch or read the guides below to learn more about setting up your Services & Pricing in The Gap. To set up your Services & Pricing: Navigate to Main ...
Getting Started
Watch or read the below guides to help get you started with The Gap; set up your organisation’s account and your profile, add and manage team members, and utilise Gap notifications. Account Set Up Org settings The Org Settings area is where you will ...
Clients
Watch or read the below guides to learn more about client settings and access to The Gap. Adding & Managing Clients Alert If your Xero Practice Manager (XPM) is connected to your Gap account then clients will automatically sync twice daily, with XPM ...