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Adding a New Customer
This guide walks you through creating a new customer from search to first location setup. It matc...
Onboarding
Introduction The onboarding process allows for a New Customer to be added to the system, but rath...
Deliveries
Introduction The Deliveries part on the Fuel section of the Customer Account is where Customer De...
Vehicles
Introduction This page is where company vehicles can be created and/or managed. Vehicles are what...
Terminals
Introduction The Terminals page is where terminals can be created and/or managed. Terminals are t...
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...