Recently Updated Pages
Manually Adding Customers to Load/Route
Next is adding customers. Once a load has been created, customers can be added on to the load. Cu...
Staging Loads
Next is setting up a load to add to a route. To start this process, click on the Staging tab next...
Routing Map
Routing MapThe Routing map is now where all delivery request will show up, including manual and a...
Routing Map Filters
Below the Map and Satellite bar, is another bar that shows total number of potential deliveries o...
Checking In Deliveries
Checking In DeliveriesAfter delivery has been completed come back to the Fuel - Deliveries screen...
Employee Clock In/Out
Employee Clock In/OutWeb: Open the menu - My Time - Clock In or Clock Out.Select if lunch was tak...
Shifts Schedules
Shift SchedulesIf you wish to use Shift Schedules please ensure we have all of your shift options...
Other Employee Management Options
Reset Password for EmployeeService Board menu - Admin - Employee Management.On the row with the e...
Deactivating Employees
Deactivating EmployeesService Board menu - Admin - Employee Management.On the row with the employ...
Adding Employee Profile Pictures
Adding Employee Profile PicturesService Board menu - Admin - Employee Management.On the row with ...
Custom Fields
Introduction Custom Fields are where custom fields, that are seen when creating a system and equi...
Fuels
Introduction The Fuels page is where Fuels are created and managed based on the fuels that the co...
Invoice Code
Introduction The Invoice Codes page are where invoice codes are created and managed for service p...
Recent Transactions
Overview This section of Billing shows all recent transactions that have been made on the account...
Collections
Introduction The Collections page is where posted invoices appear and are ready to be charged if ...
Invoices
Introduction The invoice page can be used to see all invoices for customers as well as specific t...
Service Job List & Workflow
Introduction This guide explains how to navigate the service job list, open individual service vi...
All Projects
All Projects The All Projects Report shows all projects that are scheduled to be worked on, are c...
Install Calendar
Introduction The Install Calendar shows all Projects/Services that are scheduled that have been w...
Adding Services
Introduction Services refers to account-level Products and Service Plans that apply to a specific...