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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
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Android
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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