Find step-by-step guides for every part of the powder coating shop management system. Whether you are setting up the shop for the first time or need a quick refresher, the articles below have you covered.
Log in, navigate the system, understand user roles, and take your first steps setting up the shop.
Read moreCreate and manage jobs, track status through the shop workflow, assign workers, and manage line items.
Read moreBuild quotes for customers and prospects, use the pricing engine, and convert approved quotes into jobs.
Read moreCreate invoices from completed jobs, send them to customers, record payments, and track outstanding balances.
Read moreAdd and manage commercial and non-commercial customers, set credit limits, and view their job and invoice history.
Read moreTrack powders and supplies, monitor stock levels, set reorder points, and record stock transactions.
Read moreManage suppliers, set payment terms, link vendors to inventory items, and track purchase history.
Read moreCreate POs for vendors, track submission and receipt, and convert received POs into vendor bills.
Read moreRecord vendor bills, track what you owe, mark bills as paid, and manage your AP ledger.
Read moreTrack your oven, sandblaster, and coating booth. Log maintenance records and schedule upcoming service.
Read moreTrack employee attendance with daily clock-in/clock-out. Multi-segment days, tablet kiosk mode with PIN, and attendance reports.
Read moreFinancial summaries, AR aging, job throughput, inventory levels, and equipment status — all in one place.
Read moreConfigure company info, pricing rates, operating costs, pricing tiers, and chart of accounts.
Read moreUpdate your contact details, change your password, upload a profile photo, and choose your display theme.
Read moreBuild reusable NCalc pricing formulas for complex fabricated items like roof curbs, enclosures, and frames.
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