ManageMart User Guide
  • Home
  • Free Trial

Assets

  • Overview
  • How to create new asset
  • How to filter the assets
  • How to edit asset
  • How to create a new task for the asset

Calendar

  • Overview
  • How to search Calendar
  • Day-type Calendar Page Overview
  • Delete Calendar Task
  • How to filter the tasks
  • Month-type Calendar View
  • Types of the tasks
  • How to create New Task
  • Type of the task - “TYPE”
  • Maintenance type of task
  • Start job and Complete task option
  • How to edit the task on status complete
  • Copying and Deleting the task
  • Moving the tasks

Contracts

  • Overview
  • How to search Contracts
  • How to search for Contracts
  • Quick access Contracts
  • How to create new contract
  • How to edit a contract
  • How to delete the record about the contract
  • Contract Profile

Crews

  • Overview
  • How to search Crews
  • How to add new crew
  • How do edit a crew
  • How to delete the record about the crew

Custom Fields

  • Overview
  • How to search custom fields
  • How to delete a template

Customers

  • Overview
  • Add Customer
  • Quick access
  • Customer profile
  • How to edit customer
  • Adding bank card to the customers profile
  • Search and Filters
  • How to upload clients image
  • Payments section
  • How to view tasks relating to the customer
  • Monthly calendar feature
  • How to create task
  • Invoices feature
  • Estimates feature

Dispatch

  • Overview
  • How to search Dispatch
  • How to create a new Dispatch
  • How to add a task to a specific Dispatch
  • How to edit Dispatch
  • How to delete the record about the Dispatch

Documents

  • Overview
  • How to search Documents
  • Overview Documents page
  • How to create new document
  • Send by Email

Employees

  • Overview
  • How to search Employees
  • Employees page
  • Filter Employees
  • How to create an employee record
  • How to view and edit employees profile
  • Employees Profile
  • How the task section works
  • Monthly calendar feature
  • How to create task
  • About EQUIPMENT section
  • About EXPENSES section
  • About LOGIN section
  • Overview part 2
  • About LOGIN section
  • Employees settings
  • Login section
  • Level of Access

Equipments

  • Overview
  • How to add or change pic
  • How to setup maintenance frequency
  • How to add new part
  • How to use Filter selection feature
  • How to delete equipment record

Events

  • Overview
  • Where to find Events
  • Page Events review
  • Filter Events
  • Statement
  • Reopen and Complete Invoice

Expenses

  • Overview
  • Expense categories
  • How to add new category.
  • How to edit expenses category
  • How to search by a category.
  • How to create a new expense
  • How to View and Edit Expenses.
  • How the expenses filters works.

For Bot

  • Pricing
  • Dire Straits
  • Mark Knopfler
  • Monthly Plan
  • Annual Subscription
  • Annual Plan
  • Discount
  • Currency
  • Subscription
  • Free Trial
  • Website is not working
  • Mobile App is not working
  • Forgot my password
  • On what devices the software works
  • Android
  • App for iOS
  • Refund request
  • Hello
  • Help needed
  • good night

GPS Tracking

  • Overview
  • How to search GPS
  • Add New Device
  • Tracking
  • GPS Tracking Overview
  • Reports section
  • Chat section
  • 4 tabs
  • Basic requirements

How to set up a Profile (Company)

  • Overview
  • How to search Setting section
  • Overview Settings
  • Contacts section
  • SMS Signature
  • Preferences section
  • Subsection Invoices & Estimates
  • Penalty part
  • Invoice Default Messages part
  • Address on invoice part
  • Part of the Preferences
  • Email subsection
  • Maps & Route subsection
  • Online Payments subsection

Import

  • Import of the Customers (CSV Files)

Invoices

  • Overview
  • Where to find Invoices
  • How to search for invoices
  • How to Filter invoices
  • How to create new invoice?
  • How to edit the invoice?
  • How to delete an invoice?

Item & Service

  • Overview
  • How to create the Item or service.
  • Using Item and Service
  • How to Filter and Search Item and services
  • Profile about item or service
  • How to edit the item and service

Messenger

  • Overview
  • How to search Messenger
  • Messenger options
  • Message Search field
  • Chat group
  • Contacts Employees and Customers

Notes

  • Overview
  • How to create note
  • How to edit or view Note

Payments Transactions

  • Overview
  • Sort Payment Transactions
  • How to filter and search payment transactions
  • How to add the transaction
  • How to delete a transaction

Quickbooks

  • Overview
  • How to search Employees
  • How this feature works
  • Export и Import option
  • Export option
  • Interface
  • Filter
  • Clients page
  • Payments page
  • Expenses page
  • Invoices page
  • Employees page
  • Items and Services page
  • Quick Books Import

Recurring Invoices

  • Overview
  • Where to find Recurring Invoices
  • How to search for Recurring invoices
  • Review of the Recurring invoices page
  • How to sort Recurring invoices?
  • How to create Recurring invoice?
  • Customize recurrency options
  • Send/notification option
  • How to edit Recurring Invoices
  • How to delete Recurring Invoices
  • View a series of recurring invoices

Recurring Tasks

  • Overview
  • How to search Recurring Tasks
  • How to search for Recurring Tasks
  • Type of tasks
  • How to create a Recurring Tasks
  • How to edit a recurring task
  • How to delete the record about the recurring task

Reports

  • Overview
  • How to search Reports
  • Profit and Loss
  • Tax Summary Chart
  • Expenses

Routes

  • Overview
  • How to search Routes
  • Overview of Routes feature
  • Calendar
  • All Crews
  • Function List
  • How to create a task
  • Show List

Sms / Text Service

  • Overview
  • How to search SMS
  • Texts Messaging. Send and receive Texts / SMS
  • How to activate this service?

Statement

  • Overview
  • How to search Statement
  • Customer statement type
  • Asset Statement type
  • Event statement type

Store

  • Overview
  • How to search Store
  • Buy Stamps
  • Paypal
  • Credit Card