Tutorials

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

Creating Check List Templates

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.

Create a Check List on a Mobile Device

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

Adding Timesheet Entries from an iPhone

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

Companies

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

Create Workflow Task Alerts

Creating and Managing your company internal Departments

Departments

Creating and Managing To Do actions for yourself and work colleagues

Colaboration with To Dos

Creating and Managing Enquiries and Quotations.

Enquiries

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

Inventory

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

Purchases

Creating and Managing Jobs/Sales

Sales/Jobs

How to Send an SMS Text Message from Obatics

Sending Text Messages

Manage Time Logs and Time Sheets

Time Management

Manage User Access and Security in Obatics

Users

Creating and Assigning Job Work Flows and Tasks

Work Flows & Tasks

Pro Tips