User Management (Create and Manage Users)

System Administrators can manage users to ensure they have the correct access, functionality and roles.

Create users

If you are a system users select the dropdown from your name and > Admin

Click User Managment

Create New User

Complete all required fields

Remember to complete the password tab.

Tip. If you want add an additional level of secuirty we add set Two Factor Authentication. This will send an OTP (One Time Passcode) to the email address set (** an email address must be set or the passcode will NEVER be received).

Set the Advanced Tab

Within the Advanced Tab remember to set the:

Date Format as DD-MM-YYYY

Time Format - Europe + 1

User Management (Create and Manage Users)

Set User roles for system Access

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

Creating Products

Vehicle Management

Job Settings

Set the Job Types

Creating Suppliers

Set Labour Rates

Introduction

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

User Management (Create and Manage Users)

Create users