How to setup your shop information including location, hours, website, and email. Also see how to add technicians, assign technician colors for the calendar, and designate manager privileges. Then it will demonstrate how to add a job that includes tasks and parts.
This video will demonstrate how to import a list of parts from an Excel spreadsheet.
This video will demonstrate how to import a list of tasks from an Excel spreadsheet.
This video will demonstrate how to import a list of customers from an Excel spreadsheet.
Watch this video to see how My Shop Assist can help you organize your parts ordering process. It includes a list of parts to be ordered, ordered parts, and when you received them. There is also a notification icon on the home screen which shows which jobs have parts that need to be ordered.
This feature is a more conventional view of the Work Order. It displays all the tasks with pricing and actual/estimated hours. It also shows all the parts being installed. You can also filter this view by a date range.