How Do I?- Kaptur Management Suite

How do we set the payment terms for clients when invoicing for jobs?
  Select Client on your KMS dashboard and select the Client you wish to amend payment terms from the list. Find the sectin [Finance Options] and the fiel...
Tue, 8 Apr, 2025 at 12:59 PM
How do I add or amend a local client to my Kaptur Management Suite?
Wed, 9 Apr, 2025 at 9:37 AM
How do I copy the data from one report to another?
To copy data and photographs from one report to another you can do this via the 'Copy Report Data' facility From the dashboard, select 'Job...
Thu, 10 Apr, 2025 at 3:20 PM
How do I add a clerk to my Kaptur Management suite?
From your home screen, select [My Details] from the menu down the left Select from the Tabs at the top of the screen 'Users' All current users...
Thu, 10 Apr, 2025 at 3:28 PM
How do I add a new room to my Inventory?
You can add a room within the 'Report Editor' From the dashboard, select 'Jobs' .  Select your Job from the list,  and from the Job Det...
Thu, 10 Apr, 2025 at 3:36 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 dashboard, select 'Jobs'  Select your Job from the...
Thu, 10 Apr, 2025 at 4:04 PM
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' Use the t...
Thu, 10 Apr, 2025 at 4:11 PM
How do I send a copy of the paperwork for a Job to my client via the Kaptur Management Suite?
This is usually done thorugh the [Upload + Send] option but can also be done through the [Notifications] tab. Job Details page select 'Notification...
Thu, 10 Apr, 2025 at 4:15 PM
How do I email my reports?
This is done once you have uploaded the completed job from the mobile device into KMS, quality checked it so it is ready to send to the client.  You wil...
Fri, 11 Apr, 2025 at 11:46 AM