Modules

Shortcuts

• Add a Shortcut to the Shortcut menu

KProjects

• KIM-Manual-01-V1 : How to create a new Project
• KIM-Manual-01-V1 : How to edit a Project

Sales Module

• How to Create and Use a Customer Rate Card
• KIM-Manual-01-V1 : How to create a Purchase Order
• KIM-Manual-01-V1 : How to create a Deal
• KIM-Manual-01-V1 : How to create a Quote
• KIM-Manual-01-V1 : How to create an Invoice

HR

• Change the order of Training Log, License Competency and PPE Register certificates in HR module Matrix
• KIM-Manual-01-V1 : How to add or change Public Holidays
• Access Settings
• How to configure DIstance Restriction mode during check in on a job
• How to configure timesheet settings

Scheduler

• KIM-Manual-01-V1 : How to manage the Access Settings
• KIM-Manual-01-V1 : How to edit the colours of the scheduler
• How to use the Click and Drag feature of the Scheduler
• How to configure the Scheduler
• Managing notifications in the Scheduler
• Overview of the Scheduler

Knowledge Base Module

• Resetting Password for your Account
• Adding Articles to Knowledge Base or adding a Link

Forms

• Edit form template - add a button
• KIM-Manual-01-V1 : Change colour of Headers on Form Exports
• Restoring Archived Forms
• KIM-Manual-01-V1 : How to set a Custom Excel Export Format
• KIM-Manual-01-V1 : How to use the custom Email tab
• KIM-Manual-01-V1 : How to use the Sharing tab

See all 22 articles

Files Module

• How to upload a new File/Floorplan
• KIM-Manual-01-V1 : How to edit Folders

Equipment

• Adding custom fields for equipment.
• Maintenance Scheduler
• KIM-Manual-01-V1 : Bulk Update Equipment records
• How to setup Equipment for Maintenance
• How to add a new Category
• KIM-Manual-01-V1 : How to add a Cost

See all 7 articles

Contacts

• Create notes from emails with Personal Dropbox email
• KIM-Manual-01-V1 : How to use the Contacts options
• How to create a new Company
• How to create a Contact/Contacts through Import
• How to create a Company/Companies through Import
• How to assign Users to Contacts/Companies

See all 8 articles

Calendar Module

• How to use the Calendar Dashboard/Open Screen
• How to create an Event
• KIM-Manual-01-V1 : How to create a Task
• KIM-Manual-01-V1 : How to create a Job
• How to create a Callback
• KIM-Manual-01-V1 : How to change Calendar views