Utilities & Data
6 docs
Manage To Do List
Last Updated: 10 November 2026Keep your own list of things to do, and tick them off when they’re done.
Manage Media (Documents, Forms, Pictures etc.)
Last Updated: 10 November 2026Store and organise files such as forms, documents and pictures in the Media file manager.
Data Export | Export Data to CSV or PDF
Last Updated: 10 November 2026Export customers, vehicles, appointments, job cards, invoices, payments, quotes, credit notes, expenses, items, purchases, vendors, reminders and shop orders to CSV, or documents to PDF.
Data Import | Import Customers, Vehicles, Invoices and More from CSV or Excel
Last Updated: 10 November 2026Import customers, vehicles, appointments, job cards, invoices, payments, quotes, credit notes, expenses, items, reminders, purchase orders and vendors from a CSV or Excel file.
Data Cleanup | Merge Duplicate Records
Last Updated: 10 November 2026Find duplicate vehicles, customers and items, and merge them safely.
Login Attempts
Last Updated: 10 November 2026See who has tried to log in, from where, and whether any account is locked out.