Easily Add/Update Preferences
Click Company Settings, then Main Settings to:
- Add/Edit Company details
- Add/Edit Services offered
- Import files and more…
Preferences
Add a Client
Easily add clients
Click “+” at top of the page, then drop-down to “New Client” to:
- Create/Add a new client
- Enter info and more…
Add a Client
Company Preferences
Easily set up preferences
Click Company Settings, then Main Settings to:
- Add Branding / Logo
- Add company details
- Add/Remove services
- Billing info and more…
Company Preferences
Schedule a Job
Easily schedule jobs
- Create/assign jobs
- Setup as auto or manual
- Add job type, price, notes, & more…
Schedule a Job
Email / Print Invoices
Easy Invoicing
Click Invoicing to:
- Create invoices
- Edit / View invoices
- Email, Print, & more…
Email & Print Invoices
Add / Modify Employee
Easily add and modify Employees
Click Crews, then Add/Modify Employee to:
- Add Employees (Info, title, pay rate…etc)
- Assign access level of iBot options and more…
Add / Modify Employee
Add INVENTORY items
Easily add inventory and supplies
Click Accounting, then Inventory to:
- Add Equipment (for tracking purposes)
- Add Inventory items and more…
Add Inventory & Supplies
Set up a CREW
Easily create crews
Click Crews, then Crew Setup to:
- Create Truck/Crew
- Add Crew members to truck
- Assign a tablet/device to the crew
- Add daily capacity and more..