How to use CloudERM

Step-by-step guides for the front counter, the service shop and the back office, plus the InspectERM mobile app and the CloudERM API.

User guide

Every screen of the CloudERM web app, step by step.

InspectERM mobile

The field app for inspections and service tasks, with or without a signal.

API

Connect your own systems to CloudERM over its REST API.

The user guide, by job

Getting started

Logging inSigning in to the web app.
Finding your way aroundThe menus, header and search bar.
Roles and permissionsWho can see and change what.

Front counter

DashboardThe widgets on your home screen.
RentalsQuotes, reservations, contracts and returns.
SalesSelling assets and parts.
CustomersCustomer records, deposits and balances.

Service shop

ServiceWork orders and inspections.
AssetsYour fleet, from purchase to depreciation.
PartsParts and stock.
Categories and form templatesHow assets are grouped and inspected.

Back office

AccountingReceivables, cash drawers and GL codes.
Purchase ordersBuying assets and parts from vendors.
VendorsThe suppliers you buy from.
ReportsBuilt-in reports and price sheets.
Platform settingsOrganization-wide settings.