Help Videos

Getting Started

• Payment methods
• Add-on: Storage extension
• Add-on: Digital signatures
• Setting up your workshop
• Customising invoices
• Customising workshop emails and communication templates

See all 10 articles

Users And Employees

• Adding new users/employees
• Access levels and roles

Customers And Vehicles

• Managing customer communications (emails and SMS + communication campaigns)
• Creating a New Customer And Vehicle
• Merging Customers And Vehicles

Invoices And Bills

• Invoices And Bills

Jobs And Bookings

• Creating Job Types
• Creating a Job or Booking
• Working on a Job
• Finishing a Job And Finalising Invoices
• Additional Job Functions: Quotes, Purchase Orders, Bills, and COGS
• Creating a Job Follow Up

Diary

• Using The Diary And Managing Workload
• Setting Up Your Online Booking Form (Including API Integration)

Service Schedules

• Using Service Schedules And Reminders

Inventory And Suppliers

• Adding New Stock Items, Stock Alerts, And Reordering Items
• Setting And Using Pricing Levels
• Stock sales, purchase history and change logs
• Performing Stocktakes
• Creating and Sending Purchase Orders
• Kits

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Integrations

• Setting Up and Using Xero (Quick Setup)