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Using the Mobile App

3 articles

  • Getting Started
  • Basic Functionality
  • Sending out Reports to Clients
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Getting started using the web portal

16 articles

  • Adding a Client
  • Scheduling a Job
  • Performing inspections using the web portal
  • Sending out Reports to Clients
  • Repeating Job Templates
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Configuring Core

6 articles

  • Configuring Equipment Types
  • Configuring Inspection Templates
  • Adding Predefined Comments
  • Competencies
  • Billing
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Configuring Documents

3 articles

  • Configuring Equipment Register Templates
  • Configuring Job Summary Templates
  • Configuring Certificates
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Customer Login

3 articles

  • Getting Started And Logging In
  • Customer Login -The Equipment Register
  • Customer Login - The Job Register
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API

5 articles

  • Technical Overview and setup
  • Specific Methods
  • General structures and principles
  • API object definitions
  • Customer Api calls
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Integrations

2 articles

  • 0365
  • Xero Integration
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Dashboard

4 articles

  • User Report - Jobs Not Approved
  • User Report - Active Jobs
  • User Report - Job hours scheduled next 5 weeks ...
  • Dashboard Introduction
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