Enter Your Business Information

Enter a Service

Enter a Product

Enter an Employee (Track weekly hours, training time and shop time)

Enter A Template

Configuring Your Reference List (Set Schedule by Technician or Vehicle/ Divide Work Order Into Categories, Colour Code Dispatch Board, Set Referrals)

Enter a New Customer and Schedule a Work Order (using the dispatch board)

Searching Customers, Processing a Work Order and Auto Invoicing (track product costs, split pays, commission, labour hours)

Create a Service Contract (Schedule Items on a Service Contract and Progress Reporting)

Creating a Service Contract and AUTOMATICALLY Scheduling Work Orders

Delete a Work Order, Invoice, Service Contract, Customer

Create Profit Margin Reports for ALL customers

Create Profit Margin Reports for INDIVIDUAL customers (generate CALLBACK reports)

Referral Reports and Database Overview

Using The Main Calendar

Reminders

Recurring Work Orders

Recurring Invoices and using the RECURRING INVOICE MANAGER

Duplicating Work Orders

Handheld Option (configuration and how it works)

Initializing Inventory

Enter a Supplier

Creating a P.O. (Purchase Order)

Inventory (Entering and Viewing Transactions)