Articles

How to create a repair sale

You can create a repair sale by creating a new sale and selecting a customer, and then...
How to update and track repairs, jobs and special makes

Once a job is created, from the sales screen you can enter further details of the job, along with...
How to bulk track repairs, jobs and special makes using the job tracking page

To track the status of a repair for a sale or to add a job so that it can be tracked, follow the...
How to add a picture to a repair job or non stock item

To add a picture to a repair job for the purposes of showing the customer or person doing the...
How to add costings and materials to repairs, jobs and special makes

Find the sale/job and select to view Click on the item to bring up the workorder popup screen...
How to add tasks, assign tasks and book in the calendar

Getting started with tasks To start, find and open the sale/job Click on the item to bring up...
How to preset a task list for non stock items

Preset Task List Setting up a preset task list for a non-stock item takes place in the 'new...
How to record the time taken on a task (clock on/off)

Tracking Task Time Having created a task on a sale, Swim allows you to track the amount of time...
How to add new work order locations

New work order locations can be added at any time by going to 'Utilities' > 'Edit Dropdown...
How to enter outstanding repair jobs

If you are new to Swim you may want to manually enter any outstanding jobs/repairs that you had...