Editing An Invoice

To edit a bank account, click on “Financials” on the left side menu, then click “Bank Accounts”. Next click on the action menu to the right of the bank account you want to edit. This will show you a popup of actions, click Edit Bank Account.

Once you have made your changes, you can click Save Changes at the bottom of the page.

To view your bank accounts, click on “Financials” on the left side menu, then click “Bank Accounts”. Click on the + Add Bank Account in the upper right corner of the page.

You will be asked to enter the account name, description, balance and general ledger account. Below the general ledger account field is a Click here to autofill link. This will generate the appropriate general ledger account.

If this account is your primary bank account, click the Default Account checkbox.

To view your bank accounts, click on “Financials” on the left side menu, then click “Bank Accounts”. The bank accounts are ordered by account name.

To edit an employee , click on “Staff/Employees” on the left side menu, then click “View Staff”. Next click on the action menu to the right of the employee you want to edit. This will show you a popup of actions, click Edit Employee.

Once you have made your changes, you can click Save Changes at the bottom of the page.

To add an employee you can click on “Staff/Employees” on the left side menu, then click “Add Staff”.

If the employee needs a user account, so they can login, click the Create User Account checkbox. If the employee is a service technician, click the Employee is a Service Tech. This will make them visible in the service tech lists when assigning a technician to a service call or work order.

Adding a photo

We highly recommend uploading a photo of all service technicians. Whenever a customer receives a notification that a service call or work order has been initiated, if the service tech has a photo, it will be displayed to the customer.

To add a photo, you can click the “Upload Photo” button which will allow you to choose a photo from your computer, or click “Take Photo” which will use your devices camera.

Complete all the required data related to the service call. Once you have completed the form click “Save Changes”.

To view your service calls, click on “Staff/Employees” on the left side menu, then click “View Staff”. The service calls are ordered by the newest entered first. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

SCREENSHOT COMING!

To edit an inventory item, click on “Inventory” on the left side menu, then click “View Inventory”. Next click on the action menu to the right of the inventory item you want to edit. This will show you a popup of actions, click Edit Quote.

To add an inventory item you can click on “Inventory” on the left side menu, then click “Add Inventory”.

Complete all the required data related to the Quote. Once you have completed the form click “Save Changes”.

To view your inventory, click on “Inventory” on the left side menu, then click “View Inventory”. The inventory ordered numerically by part number. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

To edit aa invoice, click on “Invoices” on the left side menu, then click “View Invoices”. Next click on the action menu to the right of the invoice you want to edit. This will show you a popup of actions, click Edit Invoice.