Help Videos

Getting Started

• Setting up your workshop
• Customising invoices
• Customising workshop emails and communication templates

Users And Employees

• Adding new users/employees
• Access levels and roles

Customers And Vehicles

• 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

Intergrations

• Setting Up and Using Xero