Getting Started
Here you can learn all the basics of EasyTruckShop
By Derek1 author52 articles
Work Order Statuses: Open, In Progress, Complete, and Finalized
How to Install EasyTruckShop as an App on Any Device
How To Create a New Service/Complaint
How to Create a Service Type in Settings
Setting and Managing Labor Rates
How to Assign a Mechanic or Tech to a Job
How to Clock In/Out of a Service or Work Order
How to Duplicate a Service
How to Set Scheduled and Due Dates for Services & Estimates
How to Create or Update a Tax Rate for Your Shop
What Is an External Service?
How to View Archived Services
AI Service Template Search Assistant
Setting Due Dates and Schedule Dates
How to Enable Push Notifications
Email Attachments in EasyTruckShop
AI Notes & AI Translation
How To Create A New Part
How to Create A New Vendor
Managing Returns and Cores
Tracking and Reordering from the Out of Stock Section
Using the Parts Price Matrix
How craete a Parts Sale/Counter Sale
Weighted Average Cost (WAC)
How to Receive a New Purchase Order
How to Export an Inventory Report
How to Create Alternate Part Numbers
How to Use Alternate Part Numbers
How to Create and Use Parts Categories
Cross Reference vs. Alternate Part Numbers
Parts Category Management for Enhanced Reporting
How Parts Pricing Works: WAC, Price Matrix, and Sale Price
Using AI Document Scanning on Purchase Orders
How to Create and Send an Estimate
How to Convert an Estimate to a Service
How To Finalize an Invoice
How to Accept a Full or Partial Payment
How Customers Approve Services or Estimates Online
How to Add Payment Methods
How to Process a Refund
How to Process a Credit Memo
What Does the Customer See? (Estimates & E-Signature Authorization)
Flat Rate vs Time-Based Billing: Which One Should I Use?