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Getting Started

26

Setting Up a Job
Customer Setup
Setting Up Your Account
Branches
Chart of Accounts
Product Items
Equipment Types and Equipment
Equipment Types (Product Categories)
Equipment List
Drivers
Users
Mobile App Set Up
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Trucks
Accounting Terms
Units of Measure
Tax Rates
Tax Groups
Employees
Company
Price List
Kit Inventory
Sub Items
Maintenance Categories
Zones
Quote Extras

Settings

29

Setting Up a Job
Customer Setup
Branches
Chart of Accounts
Product Items
Equipment Types and Equipment
Equipment Types (Product Categories)
Equipment List
Drivers
Users
Mobile App Set Up
Quote Extras
Sales Categories
Trucks
Accounting Terms
Units of Measure
Tax Rates
Tax Groups
Employees
Company
Price List
Kit Inventory
Sub Items
Maintenance Categories
Ticket Setup (Work Orders)
Zones
Customer Portal
Labels
Login Schedules

Administrative Settings

14

Setting Up a Job
Customer Setup
Branches
Chart of Accounts
Accounting Terms
Units of Measure
Users
Tax Rates
Tax Groups
Employees
Company
Customer Portal
Labels
Login Schedules

Invoicing

5

Invoice Process
QuickBooks Errors
Rental Minimums
Credit/Debit Memo Processing
Simplified DWM (Daily/Weekly/Monthly) Feature

Mobile App

3

Mobile App Set Up
PJR Mobile App User Manual
PJR Timecard App User Manual

Equipment

2

Equipment Types (Product Categories)
Equipment List

Jobs

1

Setting Up a Job

Customers

1

Customer Setup

Reports

2

Ticket Items Not on Price List
Tickets Not Final Edited

Customer Quotes

2

Quotes Setup
Quote Extras

Tickets

5

Copying Job Tickets
Ticket Setup (Work Orders)
Service / Job Check Ticket
Tickets Not Final Edited
Ticket Items Not on Price List

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We provide solutions for your Portable Restroom Rental business by automating your workflow and saving you time and money

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14100 N 83rd Ave
Suite # B-295
Peoria, AZ 85381
Phone: 877-240-0004
Text: (480) 630-0738

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