webSAM by Auxo

This article helps you on your way to creating bookings, managing jobs and generally finding your feet in webSAM... If you're completely new to web...

Before you can start using webSAM you will need to: 1. Complete the steps in this guide and...  2. Link webSAM to Xero with this setup guide.     For...

How to add or edit users in SAM Firstly, just to clarify, you can add as many users as you like to your webSAM setup, however the number of users that can...

How to control security and user access using User Roles in webSAM... In webSAM, we've simplified the approach to controlling the level of access your...

User Set Up - What does the "technician" selection do? Users can be linked to Technicians within the User Setup screen in the system's Setup...

How to edit or update the details of a vehicle, such as owner, VIN/Rego number, WOF/Reg expiry and follow-up / reminder details? You'll be creating ve...

Here's how start building a library of pre-written text stories that can be quickly added to your jobs & customer invoices... It probably goes wit...

This article will go through the spreadsheet supplied, what information is required and how to enter it. You should already have received a link to dow...

*Note - this functionality is currently only available to NZ customers. The NZTA Data Feed makes adding and updating vehicle details easier, faster and ...

We've tried to make jumping on board with webSAM as simple as possible, so most new systems come with our default set of payment types preconfigured. Bu...