Setting up your PJR Online account is one of the most important things you have to do to ensure a successful operation of the SaaS, but also to make sure you are managing your business efficiently. The following steps will guide you through setup and upon completion, you should have the knowledge to start setting up jobs and tickets.
Required Information #
We help you get started quickly with “red” required information sections when setting up new customers, users, jobs, tickets, and other areas within the platform. Once you have satisfied this requirement, simply click on the “Save” button and this will now allow you to start adding additional information to the specific item you are adding.
Administrative Settings #
- Set Up Branches – Create records for each branch of your business, even if you only have one.
- Set Up Chart of Accounts – Create your chart of accounts to match your accounting system
- Set Up Your Line Items “Product List” – Define all the products that will be used in transactions.
- Set Up Your Equipment Types and then the List (if applicable) – Catalog all equipment used in your operations
- Set Up Your Drivers – Begin by setting up driver profiles in the system
- Set Up All Users – Add all system users, including Full Users and Drivers.
- Set Up Sales Categories – Organize your sales items into relevant categories.
- Set Up Sales Inventory List (If Applicable) – Define all sales items offered by your business.
- Set Up Trucks List – Record details of all trucks used in your operations
- Set Up All Accounting Terms – Define the payment terms for transactions.
- Set Up Tax Rates – Input the tax rates for each city where you operate.
- Set Up Tax Groups – Group the tax rates into Tax Groups for each operating city
- Set Up Billing Cycles – Define how frequently you bill your customers.
- Set Up the Company – Ensure all company defaults are configured to match your business operations.
Optional Settings #
- Kits
- Sub Items
- Maintenance Categories
- Zones
- Employees – other than Drivers
- Login Schedules
- Work Classes
