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Main Navigation User guide InspectERM mobile API

Appearance

Sidebar Navigation

Fundamentals

Logging In

Layout Familiarization

User Profile

Search Bar

Roles And Permissions

Field Settings

Field Validation

The Dashboard

Overview

Dispatches Widget

On Order Assets Widget

On Order Parts Widget

Invoices Widget

Work Orders Widget

My Pending Assets Widget

Rentals

Overview

Creating A Rental Quote/Order

Viewing and Searching Orders

Additional Functions

Rental Contract Renewals

Promoting A Rental Order

Backdated Rentals

Replacing/Removing Assets On Orders

Viewing and Searching Invoices

Additional Functions

Invoice Approval

Invoice Payment

Invoice Refund

Sales

Overview

Creating A Sales Quote/Order

Viewing and Searching Orders

Additional Functions

Promoting A Sales Order

Viewing and Searching Invoices

Additional Functions

Order Work Logs

Invoice Approval

Invoice Payment

Service

Overview

Inspecting Assets

Inspection Report

Creating Stand-Alone Inspections

New Asset Detail Checklist (NADC)

Creating A Work Order

Part Billing on Work Orders

How Parts Are Priced on a Work Order

Viewing and Searching Work Orders

Additional Functions

Work Order Work Logs

Promoting A Work Order

Invoice Approval

Invoice Payment

Work Timeline

Purchase Orders

Creating A New Purchase Order

Filtering Purchase Orders

Editing A Purchase Order

Additional Functions

Allocating Parts To Work Orders

Processing a Purchase Order

Reconciling A Purchase Order

Assets

Purchasing/Creating A New Asset

Validating Asset Checklists

Viewing and Filtering Assets

Additional Functions

Editing And Validating Assets

Additional Functions

Purchase Details

Depreciation Schedules On Assets

Media

Telematics

Parts

Creating A New Part

Viewing and Filtering Parts

Additional Functions

Editing and Validating Parts

Additional Functions

Media

Customers

Creating A New Customer

Viewing and Filtering Customers

Additional Functions

Editing and Validating Customers

Additional Functions

Customer Notes

Media

Insurance Media

Deposits & Customer Balance

Taking a Deposit

Applying Balance

Vendors

Creating A New Vendor

Viewing and Filtering Vendors

Additional Functions

Editing and Validating Vendors

Reports

Viewing and Generating Reports

Asset Price Sheet Report

Complete Asset Report

Complete Customer Report

Assets Maintenance Report

Daily Summary Report

Accounts Receivable

A/R Over Credit Limit

Average Days To Pay

EOD Payment Register

Credit Notes Issued

Customer Deposit Liability

Inventory Report

Transaction History QuickBooks Export

GL Transaction Report

Financial Activity Audit Journal

PO Receipt Report

PO Export Report

PO Status Report

Fleet Utilization Report

Delivery Subsidy Report

Inspection Analysis Technician Report

Inspection Analysis Inspection Report

Inspections Report

Equipment Sold

A/R Transaction Search

Assets Missing Category Templates

Dispatched Assets

Categories Export

Category Attachments

Category Checklists

Customer Documents Report

Users Permissions Report

Permissions Users Report

Parts Inventory Report

Org Fleet Report

Vendor Invoice Export Report

Rental Revenue Analysis

Customer Sold Asset Report

Accounting

Accounts Receivable

Cash Drawers

Drawers

Closing History

GL Codes

Reports

Categories & Form Templates

Overview

Category Tree Inheritance

Creating A Category

Viewing Categories

Editing A Category

Additional Functions

Sorting Categories

Merging Categories

Deleting A Category

Creating/Editing A Form Template

Creating/Editing A Form Item

Platform Settings

General

Notifications

Orders

Rentals

Sales

Invoices

Fees & Discounts

Service

Purchase Orders

Assets

Asset Purchase

Asset Sale

Checklists

Cloning

Field Settings

Liabilities

Depreciation Schedules

Parts

Creation Settings

Field Settings

Markup Shelves

Part Bundles

Customers

Field Settings

Customer Email Settings

Site Field Settings

Vendors

Accounting

Freight

Users

Roles And Permissions

History

On this page

Customer Email Settings

Customer Email Settings allow customizing format of emails sent out to customers.

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