Recently Updated Pages
Manage Location Settings
Introduction After a location has been created, settings on the location can be edited which incl...
Dashboard
Introduction The Dashboard generates an Employee List and their status' for the current day selec...
Autopay/Adding Credit Cards
Overview The Autopay section of billing is where credit cards on a customers account can be manag...
January 11th Release (v3.22.0)
Release Overview Completed a major customer UI refresh and rolled out a new onboarding wizard (s...
Invoice Subtypes
Introduction This page is where Invoice Subtypes can be created and/or managed. Invoice Subtypes ...
Labels
Introduction The Labels section of settings is where label are created and managed and can be ass...
Taxes
Introduction The Taxes page is where taxes can be created to be attached to any sales made that a...
Customer Account
Introduction Upon landing on the customer account page, the Customers basic information will be d...
Bank Deposits and Receipts
Bank Deposits The Bank Deposits page can be used to manage and track all payment deposits. To rea...
New Customer List
New Customer List New Customer List report provides information on New Customers that have been b...
Editing and Adding New Employees
Introduction The Employee Management page can be used to add a new employee to the system or edit...
Aging Report
Aging Report The Aging Report allows unpaid balances to be monitored through age and account stat...
January 1st Release Overview (v3.10.0)
This release focuses on making day‑to‑day operations faster, clearer, and more reliable with a fo...
Sales Summary by Product
Sales Summary by Product The Sales Summary by Product Report shows sales made by each product, in...
Installing Blue Tooth Device
Introduction This sections covers the installation of the blue tooth adaptor used to transmit dat...
General
This directory contains comprehensive guides for managing customer systems, equipment, and delive...
Adding Equipment Guide
This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipme...
General
This directory contains comprehensive guides for managing customer systems, equipment, and delive...
Fuel Delivery Report
Fuel Delivery Report The Fuel Deliveries Report is another way to pull up data on deliveries with...
Customer Reach Outs
Customer Reach Outs The Customer Reach Outs page is used to keep track of any notifications that ...