App Tutorial

WEB ADMIN DASHBOARD USER GUIDE
View on Youtube
TECHNICIAN MOBILE APP USER GUIDE
View on Youtube

Web Admin Dashboard

Job Page
Edit Job Information
Service Report & Job Documents (Download, Upload & Send)
Filter Service Address by District
Add Service Item
Edit Service Item
Add Job Checklist
Edit & Delete Job Checklist
Quotation Page
Download & Send PDF to Customer's Email
Edit Quotation Information
Renew Quotation
Edit Job Schedule
Add Cheque Number
Invoice Page
Download and Send PDF to Customer's Email
Edit, Delete & Update Amount Collected
Add an "Attention to" in invoice
Schedule Page
Assign & Edit Technician/Vehicle to Job
How to create ad-hoc jobs on the schedule page
Analytics Page
Completed Job
Revenue and Job Overview
Feedbacks & Ratings
Client Page
Add New Client
Edit Client Information
Upload Client Document & Add Client Note
Create Quotation (Ad-hoc)
Create Quotation (Service Contract)
Generate Invoice
Add Equipment
Add Sub Equipment
Edit, Deactivate & Activate Equipment
Settings Page
General (View and Edit)
Company (View and Edit)
Agent (View and Add)
Agent (Edit)
Employee (View and Add)
Employee (Edit)
Vechicle (View and Add)
Vechicle (Edit)
Vechicle (Incativate)
Service Item (View and Add)
Service Item (Edit and Delete)
Service Item (Esport to CSV)
Skill (Add)
Skill (Edit & Delete)
Email Template (Quotation, Invoice & Job)
Brand Template
Quotation Template (Add, Edit & Delete)
Checklist Template (Add, Edit & Delete)
Job Note Template (Add, Edit & Delete)
Job Label Template (Add, Edit & Delete)
Analytics (Job Report)
Analytics
Analytics (Feedbacks & Ratings)
Set Future Job Visibility for Technician App
Set Future Job Visibility for Technician App

Technician Mobile App

iOS & Android
Login to Simplify Technician App
Start, Pause & Resume Job
View Job List Filter
How to Add Sub-Equipment
How to Skip Signature on Recurring and Ad-hoc Job
Add Additional Service Item as a Separate Quotation
Delete Separate Quotation
Add Additional Service Item as a Service Contract
Edit Additional Service Item as a Service Contract
How to Add Job Notes and Tagged Equipment
Add Expenses
Delete Expenses
How to Convert Ad-hoc Job to Recurring Contract
How to Add Negative Value to Unit Price
WEB ADMIN DASHBOARD USER GUIDE
TECHNICIAN MOBILE APP USER GUIDE