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Dashboard
Overview
Dashboard Notifications
Dashboard Customization
Creating Multiple Dashboards
Copying Dashboards
Assets
Overview
Unit Status
Adding Units
Unit Details
Tagging a Unit
Adding a Driver
Bulk Updating Units
Updating Using Unit Numbers
Editing Units
Groups
Overview
Managing Groups
RO Settings
Repair Orders
Overview
Repair Order Status
Creating Repair Orders
Vendor Network
Adding Tasks
Adding Parts
Task Templates
Starting a Repair Order
Finishing a Repair
Additional Charges
Adding a Credit
Creating Estimates and Invoices
Undoing an Invoice
Cloning an Invoice
Unapplied Time
Rating Repair Orders
Public and Private Notes
RO Priority
Tagging an RO
Notifications
Scheduled Maintenance
Overview
Scheduled Maintenance Status
Adding Scheduled Maintenance
Scheduled Maintenance Templates
Updating Scheduled Maintenance
Scheduled Maintenance Triggers
Tagging Scheduled Maintenance
Creating a Repair Order
Issues
Overview
Issue Status
Adding an Issue
Updating an Issue
Tagging an Issue
Creating a Repair Order
Inspections
Overview
Inspection Status
Adding an Inspection
Managing Templates
Inventory
Overview
Parts Status
Managing Suppliers
Managing Bins
Adding Parts
Updating Parts
Part Barcodes
Tagging a Part
Updating Inventory
Inventory Minimum/Maximum
Inventory Triggers
Archiving Parts
Purchase Orders
Overview
Purchase Order Status
Creating Purchase Orders
Opening a Purchase Order
Receiving Purchase Order Inventory
Closing a Purchase Order
Tagging a PO
Warranties
Overview
Warranty Status
Adding Warranties
Warranty Templates
Updating Warranties
Managing Suppliers
Creating Warranty Claims
Opening a Warranty Claim
Telematics
Overview
Connecting to Telematics
Updating Assets
Billing
Overview
Repair Order Billing
Receiving Payments
Monthly Asset Subscriptions
Analytics
Overview
Repair Order Reports
Asset Reports
Scheduled Maintenance Reports
Warranty Reports
Telematics Reports
Driver Reports
Inventory Reports
Scorecard Reports
Custom Reports
Analytics Options
To Do
Overview
To Do Status
Adding a To Do Item
Updating a To Do Item
Settings
Overview
User
Email
Password
Profile
Rate Card
Hours of Operation
Services
Goals
Email Notifications
Platform Options
Platform Notifications
Platform Visibility
API
Webhooks
Integrations
Payments
W-9
Agreement
Users
Overview
User Roles
Adding Users
Impersonating Users
Editing Roles
Editing Username/Password
Group Access
Bulk Updating Users
Sign-In History
Company Information
Tagging a User
Connections
Overview
Adding Connections
Group Access
Disconnecting
API
Overview
Generating an API Token
Authentication
Rate Limits
Get Units
Get Groups
Get Repair Orders
Get Scheduled Maintenance
Get Issues
Get Inspections
Get Drivers
Get Parts
Get Purchase Orders
Get Suppliers
Get Claims
Get Users
Get Tags
Add Units
Add Groups
Add Repair Orders (Historical)
Add Repair Orders (Editable)
Add Scheduled Maintenance
Add Issues
Add Contract Costs
Add Users
Add Tags
Update Units
Update Groups
Update Repair Orders
Update Scheduled Maintenance
Update Users
Update Tags
Reset API Key
Webhooks
Overview
Webhook Requests
Repair Order Events
Purchase Order Events
Unit Events
Scheduled Maintenance Events
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