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Introduction This article shows you how to add new materials to your database. You also learn how to add and edit suppliers, as well as material selections and categories. 1 Opening the materials page The first step is to open the materials page. Scroll up to the top of the dashboard and click Pricing on […]
Introduction This article shows you how to create a new utility. You also learn how to edit an existing utility. A utility is an outside tool or service you need to complete a job. Utilities have costs, which are added to the customer estimate. 1 Opening the utility page The first step is to open […]
Introduction This article shows you how to create a new labour task. You also learn how to edit an existing labour task. 1 Opening the task page The first step is to open the Task page. Scroll up to the top of the dashboard and click Pricing on the main menu. A drop-down menu displays. […]
Introduction This article shows you how to create a new service with a flat rate price. The flat rate price includes labour, utilities, and materials. 1 Opening the service page To create a new service, open the service page. Scroll up to the top of the dashboard and click Pricing on the main menu. A […]
Introduction This article shows you how a job card timeline connects with activity logs. You also learn how Skeduler records and flags job activity according to three levels of importance. Timeline tracking provides business managers with easy-to-access job information that helps prevent loss and theft. For more information about logs, see: Viewing Activity Logs 1 […]
Introduction This article shows you how to access the Activity Log tool. You also learn how to use the search filters. The Activity Log is an important business tool. It provides an up-to-date snapshot of your business operations. The image below, for example, displays all payments made in the last 30 days. 1 Opening the […]
Introduction Credit reports provide managers with important business information. By the end of this article, you’ll learn how to: create a Credit report sort data by category view chart data download job data 1 Opening the reports page Scroll up to the top of the page and locate the main menu bar. Click Reports. The […]
Introduction Payment reports provide managers with vital business information. By the end of this article, you’ll learn how to: create a Payment report sort data by category view chart data download job data 1 Opening the reports page Scroll up to the top of the page and locate the main menu bar. Click Reports. The […]
Introduction Sales reports provide managers with vital business information. By the end of this article, you’ll learn how to: create a Sales report sort data by category view chart data download job data 1 Opening the reports page Scroll up to the top of the page and locate the main menu bar. Click Reports. The […]
Introduction Job reports provide managers with important business information. By the end of this article, you’ll learn how to: create a Job report sort data by category view chart data download job data 1 Opening the reports page Scroll up to the top of the page and locate the main menu bar. Click Reports. The […]