Getting Started – Epic 360

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Getting Started

4

Registration
Activate your account
Log in
Password reset

Company Settings

16

Dashboard
Plan and Features
Payment Information
Configuration Tasks
Modules
Addresses
Employees
Chart of Account
Vehicles
Products and Services
Templates
Carriers
Billing System
Service system
General settings
Logs

User profile

4

Edit profile
Toolbar actions
Dashboard widgets
Log out

Clients

13

Client administration
Addresses
Contacts
Quotes
Contracts
Products and Services
Billable items
Invoices
Delivery Orders
Payments
Service and Support
Notes
Logs

Providers

9

Vendor administration
Addresses
Contacts
Purchase orders
Receive items
Bills
Payments
Notes
Logs

Service

11

Case management
Case status
Email activities
Phone calls
Appointments
Notes
Pictures
Tasks
Work orders
Timers
Logs

Inventory

5

Product list
Stock taking
Transfer stock
Search serial number
Manufacturing

Reports

1

Predefined reports

Module: Inventory control

2

Enable module
Warehouse configuration

Module: Email

2

Enable module
Email configuration

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Getting Started

Getting Started

Registration and activation steps

Registration
Activate your account
Log in
Password reset

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