Main Menu
The Main Menu is your starting point.
Here’s what each section covers:
Services
Your Services section is the hub for managing all your work orders, estimates, and invoices.
The Sub-Menu under Services includes:
Estimates: View and manage all estimates you’ve created.
How to create a new estimateUpcoming: Jobs that haven’t started yet or are on hold.
On Site: Service Orders that are checked in and currently in progress.
How to create an On Site ServicePriority: See open work orders sorted by priority or technician. (you can manually change the order of techs!)
Completed: All Service Orders that have been finished but not finalized or invoiced.
Invoiced: A list of all Service Orders that have been finalized and billed.
PM Services: Manage all your Preventative Maintenance (PM) work for your own or customer fleets.
Parts
Your Parts section helps you manage everything related to your parts inventory and sales.
The Sub-Menu under Parts includes:
Inventory: See all parts you have in stock and manage quantities.
Categories: Categorize all parts in your inventory.
Out of Stock: View parts that need to be reordered.
Orders: Track purchase orders you’ve placed with vendors.
Returns: Manage returned parts or core returns.
Vendors: Keep a list of all vendors you buy parts from.
Sales: View parts sales history or sell a part.
Activity: See recent actions related to parts inventory and orders.
Customers
The Customers section is your hub for all client and vehicle details.
The Sub-Menu under Customers includes:
Companies: Your list of customer companies or accounts.
Vehicles: All vehicles linked to your customers.
Invoices: All invoices related to your customer accounts.
Need help?
If you’re not sure which tab to use, reach out to our support team. We’re here for you!