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Solution home
Quick Guides
Getting Started
7
Step 1: Basic workshop setup
Step 2: Advanced workshop setup
Step 3: Setting up Service Attributes
Step 4: Some miscellaneous settings
Step 5: Creating your first job
View all 7
General
4
gen1 - Tags
gen2 - File attachments
How to handle Overpayment/Deposit
If M.D Running slow
Diary
13
di1 - Create a new job (or booking)
di2 - Convert bookings to jobs
di3 - Create a new note
di4 - Set daily workload
di5 - Filters
View all 13
Jobs - Current Jobs
6
jcj1 - Create a new job (or new booking)
jcj2 - Upload documents/photos for job
jcj3 - Building a basic check sheet
jcj4 - Clocking time on the job
jcj5 - Create a New Follow Up
View all 6
Jobs - Job Types
3
jjt1 - Creating a New Job Type
jjt2 - Job Type sections explained
jjt3 - Using Job Types on jobs
Jobs - Communications Template
1
jct1 - Modifying communication templates
Invoices
11
Creating a new invoice
Adding an item or a header to an invoice
Creating a stock item from an invoice
Adding Job Types to an invoice
Including Buy-in items on an invoice
View all 11
Bills
2
bi1 - Adding a Supplier Bill
bi2 - Associate a bill to a Purchase Order
Bill Payments
2
bp1 - Recording Bill Payments
bp2 - Associate a bill payment to a bill
Credit Notes
2
cn1 - Adding New Customer/Supplier Credit Note
cn2 - Issuing a refund on a credit note
Customers & Vehicles
5
cv1 - Updating/adding vehicles to existing customers
cv2 - Managing Customers
cv3 - Managing vehicles
cv4 - Adding a new customer/3rd party information
cv5 - Merging/Transferring vehicles or customers
Customer Payments
1
cp1 - Add New Customer Payment information
Inventory & Suppliers
7
is1 - Add new Stock item
is2 - Categorizing stock
is3 - Create Purchase Orders
is4 - Recording stock takes (taking inventory)
is5 - Adding a new Supplier
View all 7
Purchase Orders (PO)
3
po1 - Creating a new Purchase Order
po2 - Adding items to a Purchase Order
po3 - Bringing items on a Purchase Order into stock and back ordering
Employees
4
em1 - Adding a new employee
em2 - Employee roles and restrictions
em3 - Colour coding employees
Labour Sale account
Time sheets & productivity
3
ts1 - Manually add a new Time Sheet entry
ts2 - Some Time sheet filter options
ts3 - Simple transfer of timesheet to invoice
Point of Sales (POS)
3
pos1 - Performing a POS sale
pos2 - Print invoices with A4 format
pos3 - Tracking sources of business
Help Desk Software
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