webSAM by Auxo

Setup 14

• [webSAM] Getting Started with webSAM
• [webSAM] webSAM Quick Setup Guide
• [webSAM] User Setup
• [webSAM] User Roles
• [webSAM] User Technician Option

View all 14

System / General 6

• [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 6

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 3

• [webSAM] Diary & scheduler introduction
• [webSAM] Technician Availability
• [webSAM] How to set the default diary view (weekly/monthly/daily)

Estimates 5

• 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

Jobs 11

• [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
• [webSAM] Charging freight to your customer

View all 11

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 4

• About the Dashboard
• [webSAM] Creating Follow-ups (Reminders)
• [webSAM] Sending Booking Reminders
• [webSAM] Dashboard - Action List

Xero Accounting Interface 13

• 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 13

Release Notes 7

• [webSAM] 1.8 Release Notes
• [webSAM] 1.7 Release Notes
• [webSAM] 1.6 Release Notes
• [webSAM] 1.5 Release Notes
• [webSAM] 1.4 Release Notes

View all 7

Customer Portal 1

• The webSAM customer portal - how to log-in and use