Account and Login #
How do I reset my password? #
- Go to login page
- Click Forgot Password
- Enter email
- Check email for reset link
Why cant I log in? #
Check: correct email, correct password (case-sensitive), Caps Lock off, account is active. Try resetting password.
Not receiving 2FA code? #
Verify phone number, check SMS blocking, click Resend Code, contact administrator.
Work Orders #
How do I reschedule a job? #
Drag and drop in Calendar, or open work order, click Edit, change date/time, Save.
What do job statuses mean? #
- Pending: Created, not scheduled
- Scheduled: Has date/time
- In Progress: Tech is working
- Completed: Finished
- Canceled: Job canceled
Invoicing #
How do I send an invoice? #
- Open invoice
- Click Send
- Verify email
- Click Send
How do I record a cash payment? #
- Open invoice
- Click Record Payment
- Enter amount, select Cash
- Save
Team #
How do I add a team member? #
- Go to Settings → Users
- Click Invite User
- Enter email, name, role
- Send invitation
