How to perform a Stocktake

Overview In this article we’ll explain how to perform a stocktake using the Stocktake Journal. How to perform a stocktake Open the Main Menu and scroll down to JOURNALS. Click Stocktake Journal. All inventory products will be shown. Input the Actual Inventory quantity for each product. The Current Inventory quantity is shown as a Read more…

Timesheet Export Report

Overview The Timesheet Export Report can be used to export Timesheet hours per user for a certain period. How to run the Timesheet Export Report Open the Main Menu and scroll down to REPORTS Click Timesheet Export Report When the report opens, a report filter screen will popup Input the date range you would Read more…

How to View/Edit Timesheets

Overview In this article we’ll explain how an admin user can view and edit Timesheets submitted by users. View Timesheets from the Users List Open the Main Menu and scroll down to CONFIGURE. Click Users. Select a user and click Timesheet. This will give you a weekly overview of that user’s timesheets and allow Read more…

Setup Location Services on User Devices

Overview In this article we’ll explain how to add a new setup Location Services on a user device. This is required for location tracking in Timesheets. Setup Location Services Get the user to open the app on their device. Open the Main Menu and scroll down to ENTERPRISE APP. Click Setup Location Services. Click Enable Read more…

Add a new Timesheet Location

Overview In this article we’ll explain how to add a new Timesheet Location. These can be used by users when starting or finishing a Task/Quote/Job (Example: Warehouse, Office, etc). Add a new Location Open the Main Menu and scroll down to CONFIGURE. Click Locations. Click the New button. Input a Location Name, this will be Read more…

How to Configure Timesheets

Overview In this article we’ll explain how to configure Timesheets. Setup Distance Allowance Open the Main Menu and scroll down to CONFIGURE. Click Settings. Input a value in Distance Allowance (m). This is the distance a user can start and finish a Task/Quote/Job from a certain location (in metres). Setup Timesheet Tasks Open the Main Menu and Read more…

How to Start/Finish a Timesheet

Overview In this article we’ll explain how to Start or Finish a Timesheet. NOTE: You must be on a mobile device to Start/Finish a Timesheet. Start a Timesheet Open the mobile version of the app Click My Calendar Select a Task/Quote/Job and click Start/Finish Enter a Start Date and Start Read more…

How to configure QuickBooks Integration

Overview In this article we’ll explain how to configure QuickBooks Online Integration. Connect to QuickBooks Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click Connect to QuickBooks. Follow the connection wizard steps in the popup window. Global Settings Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Financial Information. Fill out Read more…

Jobs Report

Overview In this article we’ll explain how to report on Installation and Service Jobs in the system. How to run the Jobs Report Open the Main Menu and scroll down to REPORTS Click Jobs Report A filter is required to generate reporting data. Please input one or more of the following filters: Install Read more…

How to Pick Inventory

Overview In this article we’ll explain how to pick inventory using the Picking List on a Job. How to Pick Inventory Open the job you want to pick inventory for. Click the Picking List button. If the job is type Installation, the picking list will be automatically populated from the Read more…