How Do I?- Kaptur Management Suite
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
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
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
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
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
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
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
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