Office manager tasks

Keep customer records, bookings, parts and billing moving. These links organize the guides by the work you do; access still depends on your assigned permissions.

Common tasks

• Maintain customer/site records
• Book a new job
• Send a quote
• Send an invoice and record payment
• Apply a paid deposit
• Refund a card payment
• Download customer statements
• Order and receive parts
• Review agreement billing/renewal
• Review accounting sync