Jim Hammel

From Accounting / BillingFrom the Filtering Options on the Right hand side of the screen and enter the invoice number and click on search.  In order to use this function you will need to know the e...

From Accounting / BillingOpen up the invoice you want to work with by double clicking it.Enter in all field ticket information including; travel and job hours, truck mileage, pump hours, oil, fuel ...

Navigate to Accounting /  ReceivablesChange the date range to cover the time period to show the older payment.Open the payment with a balance on it as shown below.Select the "Open Balance Invoices"...

To see the payment history on an invoice.Open up the invoice, select Payment History from the middle row of tabs.Every payment or credit to the invoice will be listed along with the date made.

From Accounting /  Receivables choose "Payment" then "Add Payment" from the top left hand side of the screen.Select the customer the payment is from.Select the payment method:  Check, Credit Card, ...

Here is how you need to handle a returned check or if you are refunding a credit card charge.1.)  Unapply the payment (or if you are doing a partial return on a credit card adjust the entry so that...

From Assets / LocationsRight click anywhere within the left hand grid.Select “Add Location”Enter in the Location NameEnter in Custom 3 letter IDTab through and add in all additional information. Pl...

Navigate to Assets /  MaintenanceSelect the "Future / Preventative Maintenance" Tab at the bottomRight click and select Add New Maintenance.Begin to fill out the maintenance information.Select the ...

When you need to view DVIR reports already submitted by operators, for example in order to make them available to your mechanic or for internal reporting purposes, you need to follow these steps:1....

Navigate to Assets / MaintenanceFind the Maintenance record you want to complete and double click to open it up.Check the Completed Box   And enter the start date and time and the completed date an...