Service

Quick Start / Questions to Ask When Making a Service Ticket

Quick-Start OverviewWhen you need to… Start hereSchedule a tune-up Systems tab, gear icon, then t...

Service Board Overview

Accessing the BoardClick the hamburger menu, then click Board.Table ViewThis is the default view....

Inventory: Parts

Navigating to PartsGo to Service.Go to Parts.Existing parts from the migration may already be on ...

Managing Projects / Non-Associated Concerns

Click the hamburger menu, select Service, then click All Projects.Use the brand dropdown to switc...

Shift Schedule

Creating ShiftsClick the hamburger menu, then Admin, then Settings.In Settings, go to Shifts.Add ...

Scheduling the Visit / invoicing ticket

Making a TicketFrom the OfficeTwo ways: from the customer's account, or from the Work Order butto...