Onboarding Training Hubs
Equipment Department
- How to Search for Equipment
- What are the Equipment Rental and Service Statuses
- How to Create an Equipment Category, Class, Make & Model
- How to Create a Checklist Template
- How to Assign an Inspection Checklist to a Class / Model
- How to Assign a Service Schedule Checklist to a Class / Model / Equipment
- How to Add Portal Documentation to the Equipment / Model
- How to Assign a Fuel Type to an Equipment Model
- How to Add a Specific Document Type to an Equipment
- How to Assign a QR Code to an Equipment
- How to Convert an Equipment to Another Equipment
- How to Sell or Dispose an Equipment
Service Department
- How to Create an Equipment Breakdown
- What Are the Statuses of a Work Order
- What Are the Tabs in the Work Order Daybook
- How to Assign a Service Schedule to Equipment
- How to Create Equipment Due For Service Work Orders
- How to Update the Next Service Due Date or Hours for Equipment
- How to Add a Timesheet to a Work Order
- How to Add a Part to a Work Order
- How to Create a Picking List From the Work Order
- How to Add an Expense to a Work Order
- How to Raise a Purchase Order From a Work Order
- How to Add a Checklist Template to a Work Order
- How to Set Up User as a Skilled Person
- How to Allocate a Single Work Order to a Mechanic
- How to Navigate the Service Allocation Screen
- How to Add Mechanics to the Service Allocation Screen
- How to Add Suppliers to the Service Allocation Screen
- How to Complete a Work Order on a Mobile Device
- How to Enter a Timesheet on a Mobile Device
- How to Generate a Service History Report
- How to Create an Equipment Issue
- How to Generate a Work Order PDF and Email to a Customer
- How to Invoice a Work Order
- How to Reopen a Work Order
Accounts Receivable Department
- How to Run End of Day Cycle Billing
- How to Run End of Month Cycle Billing
- How to Create a Customer Invoice
- How to Bulk Email Customer Invoices
- How to Bulk Follow Up Emailed Customer Invoices
- How to Take Payment for a Customer Invoice
- How to Drawdown Deposit for a Customer Invoice
- How to Full Refund a Payment Manually
- How to Create a Credit Note from Rental Contract
- How to Create Credit Note from Customer Invoice
- How to Create a Manual Customer Credit Note
- How to Allocate Credit Note to a Customer Invoice
- How to Refund a Payment Through Credit Note
- How to Take a Credit Card Payment via eWay
Accounts Payable Department
- How to Create a Purchase Order
- How to Create a Sub Hire Order
- How to Request Approval & Confirm a Purchase Order
- How to Receipt a Purchase Order
- How to Reverse Receipt for a Purchase Order
- How to Reopen a Purchase Order
- How to Create a Supplier Invoice for a Purchase Order
- How to Create a Supplier Invoice for Multiple Purchase Orders
- How to Add Purchase Order Detail to an Existing Open Supplier Invoice
- How to Create a Supplier Invoice for a Sub Hire Order
- How to Dispute a Supplier Invoice
- How to Reopen a Disputed / Approved Supplier Invoice
- How to Approve and Complete Supplier Invoice
- How to Create Credit Note from Supplier Invoice
- How to Create Credit Note from Purchase Order
- How to Create a Manual Supplier Credit Note
- How to Allocate Credit Note to a Supplier Invoice
- How to Cancel a Supplier Invoice