webSAM by Auxo
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Knowledge base
webSAM
Setup
15
[webSAM] Getting Started with webSAM
[webSAM] webSAM Quick Setup Guide
[webSAM] User Setup
[webSAM] User Roles
[webSAM] User Technician Option
View all 15
System / General
10
[webSAM] System Requirements / Minimum Specs
[webSAM] Merging Customers & Suppliers
[webSAM] Login Issue - Exceeded User License - Clearing Stuck Sessions
[webSAM] Synergy to webSAM FAQ
[webSAM] Quick Search
View all 10
Customer / Supplier
2
[webSAM] How to check the Email/SMS history of a customer?
[webSAM] Account Header and Charge-To Accounts (e.g. Farmlands & Capricorn)
Diary
6
[webSAM] Diary & scheduler introduction
[webSAM] Technician Availability
[webSAM] How to set the default diary view (weekly/monthly/daily)
[webSAM] Loan Cars - Setup & Operation
[webSAM] Printing Loan Car / Courtesy Car Agreement
View all 6
Estimates
9
How to Set-up and use Estimates
Estimates - Set Up
Estimates - Online Approvals - What your customer sees...
Estimates - Converting Approved Work to a Job
Estimates - How to Manually Approve Work & Convert to a Job
View all 9
Jobs
16
[webSAM] Go Mobile with the Technician Web App!
[webSAM] Digital job card - Pt 1: Creating a New Job
[webSAM] Digital job card - Pt 2: Adding Parts, Text & Labour
[webSAM] Job Sections
[webSAM] Job Templates
View all 16
Inventory (Parts)
9
[webSAM] Creating Purchase Orders
[webSAM] Add new Stock Item
[webSAM] Stocktaking - How to add more parts to an existing stocktake
[webSAM] Stocktaking
[webSAM] Stocktaking - Pt 2: Entering Stocktake Results and Finalising
View all 9
Invoicing and Payments
6
[webSAM] Entering a customer payment
[webSAM] Invoicing customers
[webSAM] Creating a ProForma invoice
[webSAM] Crediting an Invoice (Full or Partial Credit)
[webSAM] How to use Global Discounts
View all 6
Reporting
5
About the Dashboard
[webSAM] Dashboard - Action List
[webSAM] Creating Follow-ups (Reminders)
[webSAM] Sending Booking Reminders
[Websam] Labour Hours Summary Report
Xero Accounting Interface
15
Xero FAQ's
Xero Setup - Accounts Section
Xero Setup - Interface
Xero Integration Data Flow
Xero sync error: This invoice is linked to 1 unposted batch
View all 15
Release Notes
11
[webSAM] Version 2.2 (November 2024)
[webSAM] 2.1 Release Notes
[webSAM] 2.0 Release Notes
[webSAM] 1.9 Release Notes
[webSAM] 1.8 Release Notes
View all 11
Customer Portal
1
The webSAM customer portal - how to log-in and use
SmartCheck eWOF
4
[webSAM] SmartCheck eWOF - Electronic WOF Checksheets
[webSAM] SmartCheck eWOF - Quick Setup Guide
[webSAM & webWorkshop] Processing a WOF Checksheet in SmartCheck
[webSAM] Viewing SmartCheck eWOF Results
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