Product Management

If your business utilises products for sale then it may be quicker to add products before starting and quoting jobs to improve speed.

To add products to to > Stock Equipment > Products

Create Product

TIP: Please note that basic Product Management does NOT track stock in any way. If this is a requirement the Stock Inventory Module would need to be enabled. Please contact your Account Manager to discuss enabling this module.

Quick start guide

User Management (Create and Manage Users)

Role Management - User roles for system access

Employee/User parameters (Set contracted hours and PO creation accessibility)

Labour Rates

Job Classification

Job Types

Vehicle Management

Introduction

Product Management

Supplier Management

Inventory Manager

Warehouse Management

Bulk Import Products

Return products into stock for reuse

Create Account

Create a Job

Create a Survey (if required)

Quote Job

Send for quote for Signature

Booking an Engineer (Location Timing)

Reviewing the diary

Managing Job Time Events & Jobsheets

Job Completion and Invoicing

Syncing with the Finance System

Timesheet review

Exporting Payroll

Downloading the Andriod APP

Mobile app login

Vehicle Check

Create a PO via the Andriod App

Job Management

View Reports

Creating reports

Installing GPS Trackers

GPS Vehicle Tracking - Login

Viewing & Tracking Vehicles

Playing Vehicle History

Product Management