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