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Getting Started

4 articles

Logging in
Understanding the dashboard
Navigating the sidebar
Your first hire order

Hire Orders

6 articles

Creating a hire order
Managing hire records
Processing off-hires
Handling breakdowns
+2 more

Fleet Management

5 articles

Fleet records overview
Assigning fleet to orders
Pre-delivery inspections (PDI)
Return inspections
+1 more

Customers

5 articles

Managing customers
Customer contacts
Customer rates
Call records
+1 more

Suppliers

3 articles

Managing suppliers
Supplier contacts
Supplier rates

Invoicing

2 articles

Customer invoices
Supplier invoices

Equipment Setup

4 articles

Managing categories
Order items
Insurance types
Depot records

Settings & Admin

6 articles

System preferences
User profile
User management
Email groups (SMTP)
+2 more

Quick Answers

Quick Reference

Common status meanings

Hire Order Status

QuotationQuote provided, not confirmed

PendingConfirmed, awaiting delivery

On HireEquipment with customer

PartialSome items returned

CompletedAll items returned

Invoice Status

DraftBeing prepared

PendingAwaiting review

ApprovedReady to send

SentDelivered to customer

PaidPayment received

OverduePast due date

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