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ManagerPlus Classic
Assets (Classic)
15
Creating an Asset Manually
Managing Asset Settings
Adding a Part in the Part Lookup
Importing Assets
Linking Common Parts to an Asset
View all 15
Certifications (Classic)
5
Creating an Employee Certification
Managing Attachments on an Employee Certification
Managing Custom Terms in the Certification Status Lookup
Managing Notes on an Employee Certification
Viewing Employee Certifications
Bi - Business Intelligence (Classic)
12
Managing Folders for Business Intelligence
Setting Up Your Home Page Dashboard
Managing Permissions for Business Intelligence
Standard Business Intelligence Reports
Copying a Report or Dashboard
View all 12
Budgets (Classic)
6
Creating a Budget
Adding a Previous Years Budget
Deleting a Budget
Creating a Budget Group
Estimating a New Fiscal Year
View all 6
Customers Classic
7
Managing Customer Entity Assignments
Creating a Customer Record
Customer Invoice and Work Order History
Managing a Customer's Address
Managing a Customer's Phone Number
View all 7
Inspections (Classic)
8
Creating a Manual Inspection
Executing an Inspection
Adding an Attachment to an Inspection
Adding Labor to an Inspection
Managing Notes in an Inspection
View all 8
Inventory (Classic)
7
Adding a Part to Your Inventory Manually
Importing Inventory Items
Creating an Inventory Item Manually
Adding an Image to a Part Record
Storing Barcodes in an Inventory
View all 7
Purchase Orders (Classic)
1
Creating a Purchase Order Manually
Logs Classic
1
Setting Up Log Warning Parameters
Reports (Classic)
4
Setting Reports for Work Orders
Setting Reports for Purchase Orders
Setting Reports for Inspections
Setting Custom Report Criteria
Security & Administration (Classic)
3
Add or Edit Company Information
Changing Your Password
Resetting a Forgotten Password
User Management (Classic)
1
Creating and Editing Users
Work Orders (Classic)
10
Definitions of Fields in a Work Order
Creating a Work Order
Adding a Service Item to a Work Order
Manually Adding Labor to a Work Order
Re-Opening a Work Order
View all 10
Work Request (Classic)
9
Creating a Work Request
Creating a Work Request Through the Request Portal
Finding Your Company's Request Portal URL
Adding an Attachment to a Work Request
Adding Notes to a Work Request
View all 9
ManagerPlus Onboarding Training Sessions (Classic)
9
Getting Started - ManagerPlus Onboarding
Asset Management - ManagerPlus Onboarding
Inventory Management - ManagerPlus Onboarding
Work Orders - ManagerPlus Onboarding
ManagerPlus Mobile - ManagerPlus Onboarding
View all 9
New User Training Sessions (Classic)
4
Getting Started - A ManagerPlus New User Training
Assets - A ManagerPlus New User Training
Budgets - A ManagerPlus New User Training
Work Orders - A ManagerPlus New User Training
Help Desk Software
by Freshdesk