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Asset actions are logs against an asset to control various historical actions that an asset has gone through. One can create a single action log on an asset, this is done within the asset edit screen. It is found in the top right hand corner of the edit scree...

In order for the statistics to auto calculate the number of total assets and the asset utilisation percentage. This needs to be set up in the system configuration module. It gives the user the option to automatically specify specific assets that they want to...

Create various actions against the fixed asset item. This will change the status and state of the item. You can change this to various locations, conditions, assign to an employee with the return date All of these actions are logged in the Action Log You c...

Create an audit on your fixed assets  The audits can be created by 1. Location  2. Assign To 3. Condition  4. Brand 5. Customer   Audits are divided into two types of audits  1. Standard audit  2. Blind audit      Standard audit Create a standa...

This is a search option that searchers for assets that have been flagged as a vehicle    

Log an incident in the system    Add a new incident  Fill in all the necessary information on the incident    User setup will show an incident has occurred on the user for a period of time  

Search for all asset actions with various filters. You can view the action . Print the grid which will be based on your filter criteria Export the information into excel.  

Add a new customer on the mobile app          Click on the Plus symbol on the top right corner to add a new client Fill in the information for the client. Make sure that the tick is clicked in order to save the information before moving to the other menu...

Security setup Video Training Manual 2016 - Click Here Search and read information on a customer Menus include the following: General Details Contacts  Dashboard Quotes Sales Orders Last 15 Invoices Units by Month Invoice graph Attachments Navig...

Capture time against clients  New version    

The search window has three main sections Search button Refresh button Add button Search Search for specific time logs Refresh Click on this button to see existing time logs Add Button Add a new time log     

Click on the Plus + button to add a new record Search for the customer. Enter the contact person you are working with (this will default the contact at the debtor/customer setup) Enter a short reference and summary of what has been done at the client Check...

This menu has additional information for the time log Contract this links the time log to a contract (a default is automatically set) Task the task is linked to a contract Service item the service item is linked to a task (the service item ...

Select the billing rate This rate is used for invoice and calculating the time log rate Bill quantity on time X bill rate = Total bill rate   Original billing rate This is a guide rate to what rate you would like to bill It is only used for reporting.  

Activate to charge for Travel Bill type Distance Time Both   Activate for toll fees Charge toll fees or not  

Add new items against the time log Stock, service or custom type items    Multiple items can be attached  

Add images of work done as proof of progress Click on the Plus + button to add a new image After syncing the time log, go to Uploads menu to sync the images to the server  

Email to self Email the time log to yourself Open support log if time log is linked to a support log you can open the support log Create reminder create a reminder on this time log Clone log make a copy of the time log Create sale...

After saved, sync the time log to server    

Capture time without all the additional menus Only the very basics are here.       Add in a new quick time with the Plus + button Employee this will default to the user that is logged onto system Client add in the client that the log is agains...