Tutorials and How to Do Tasks

Tutorials and How to Do Tasks

Tutorials

Creating Check List Templates

Create Check List Templates. This will allow your users to quickly fill out Check Lists on their Mobile, LapTop or DeskTop Device.

Create Check Lists on Mobile Devices

Create a Check List on a Mobile Device. This will allow your users to quickly fill out Check Lists on their Mobile, LapTop or DeskTop Device.

Adding Timesheet Entries from an iPhone

Add Time Logs or Timesheets in the Obatics Mobile app on an iPhone or iPad.

Companies

Creating and Managing Lead, Customer or Supplier details, including Contacts, linked Jobs and Documents.

Create Workflow Task Alerts

This video explains Create Workflow Task Alerts, which can be helpful to set follow-up reminders, for example.

Departments

Creating and Managing your company internal Departments

To Dos

Creating and Managing To Do actions for yourself and work colleagues 

Enquiries

Creating and Managing Enquiries and Quotations.

Inventory

Creating and Managing  Inventory, including Cost & RRP Pricing, Special Pricing, Inventory levels, Bill of Materials and associated Suppliers and Customers.

Purchases

Raise and Edit Purchase Orders, including Receiving Goods, Linked Documents and Workflow Tasks

Sales/Jobs

Creating and Managing Jobs/Sales

Sending Text Messages

How to Send an SMS Text Message from Obatics

Time Management

Manage Time Logs and Time Sheets

Users

Manage User Security for Obatics

Work Flows & Tasks

Creating and Managing Jobs/Sales