How Do I - Kaptur Management Suite

Step-by-step instructions / user guides

Where do I add or amend dashboard settings for SLA's for turnaround times for booking Jobs and sending reports?
From the Home dashboard and under the heading 'Set Up' select 'Clients' From the Tabs at the top of the screen select 'Pricing&...
Fri, 3 Jun, 2016 at 3:28 PM
Where do I add or hide report type selection to my clients drop-down list?
From the Home dashboard and under the heading 'Set Up' select 'Clients' From the Tabs at the top of the screen select 'Pricing&...
Fri, 3 Jun, 2016 at 3:47 PM
Report Editor - How do I edit my report via the Kaptur Management Suite?
The Kaptur 'Report Editor' allows you to quality check through each section of your report and send the report to your clients or just uploa...
Mon, 20 Jun, 2016 at 11:55 AM
How do I send appointment notifications via the Kaptur Management Suite
From the Job Details page select 'Notifications' from the top of the screen Select 'Send Appointment Notification' ...
Mon, 20 Jun, 2016 at 11:55 AM
How do I send a copy of the paperwork for a Job to my client via the Kaptur Management Suite?
From the Job Details page select 'Notifications' from the top of the screen Select 'Send Paperwork'
Fri, 3 Jun, 2016 at 4:48 PM
I am In the Job details screen for my job, where would I find all previous Jobs linked to that address in the Kaptur Management Suite?
From the Job Details page select 'Advanced' from the top of the screen Select 'Previous Jobs' from the Tabs at the top of ...
Mon, 20 Jun, 2016 at 11:56 AM
How do I add a new room to my Inventory?
You can add a room within the 'Report Editor' From the Home dashboard and under the heading 'Operations' select 'All Jobs&#...
Wed, 8 Jun, 2016 at 2:08 PM
How do I upload my report to the library and send via the Kaptur Management Suite?
You can upload and send your finished report within the 'Report Editor' From the Home dashboard and under the heading 'Operations&#x...
Mon, 13 Jun, 2016 at 1:14 PM
How do I copy a 'Service Level Agreement' (SLA) from one client to another via the Kaptur Management Suite?
You can copy an existing 'Service Level Agreement' (SLA) from one client to another via the 'Client' screen. From the Home dashboard...
Tue, 14 Jun, 2016 at 12:21 PM
How do I raise an Invoice for a Job via the Kaptur Management Suite?
You can raise an Invoice for your completed Job from the 'Invoices' tab From the Home dashboard and under the heading 'Operations...
Wed, 15 Jun, 2016 at 12:15 PM