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Technical Internal Guides
General
- How Invoice Editability and Status Transitions Work
- How the Mobile App Decides Which Server to Connect To
- How Payment Terms Default on Invoices
- How Subscription Tier Feature Gating Works
- How Inspection Verification and Customer Access Works
- How Payments Are Allocated Across Invoices
- How Xero/MYOB Integration Conflicts Work
- How Online Booking Requests Match to Customers and Vehicles
- How the Platinum API Authentication Works
- How SMS and Email Sending Limits Work
- How Customer Matching Works Across Branches
- How Session Timeout and Login Work
- How CSV Exports and Report Queuing Works
- How Invoice Tax Calculations Work
- How Booking Schedule Availability Is Calculated
- How Online Booking Duplicate Detection Works
- How Phone Number and Email Validation Works
- How Invoice Processing Affects Vehicle Data
- How the Booking Diary Appointment Types Work
- How Stock and Reserved Stock Tracking Works
Authentication & Sessions
- How Account Lockout and Password Reset Works
- How Company Settings and Tax Configuration Works
- How Azure SSO and Two-Factor Authentication Works
- How Login Authentication and Session Resolution Works
- How Multi-Branch and Franchise Settings Work
- How User Permissions and Access Control Works
- How Email Verification and Integration Setup Works
- How Subscription Billing and Chargify Integration Works
Bookings & Events
- How Mechanic Clock In/Out and Management Works
- How Unscheduled Hours on the Diary Work
- How Work Hours Configuration Works
- How Booking Status Transitions and Lifecycle Works
- How Booking Line Items Work
- How Booking Creation and Validation Works
- How Follow-Up Notes and Service Reminders Work
- How Online Booking Requests Are Processed
- How Unavailable Times and Schedule Exceptions Work
- How Booking Tax and Discount Calculations Work
- How the Booking Diary Time Slots Work
- How Booking Data Scoping and Soft Delete Works
- How Loan Vehicle Management Works
- How Loan Car Bookings Work
- How the Public Booking Diary Schedule Works
- How Service Advisers Are Managed
- How BOM (Bill of Materials) Preview on Bookings Works
- How Event Logging and MYOB Sync Counts Work
Payment Processors
- How Fulcrum Parts Ordering Works
- How FlipPay/WorkshopPay Works
- How PartsTech Integration Works
- How Vehicle Data Lookups Work (TireMetrix, HaynesPro, Carfax)
- How TillPayments Online Payments Work
- How Supercheap Auto Parts Ordering Works
- How Oscar Parts Ordering Works
- How Relay Assist Integration Works
- How Neto E-Commerce Integration Works
- How POS Terminal Management Works
- How Stripe Online Payments Work
- How VV Garage Integration Works
- How Mailchimp Integration Works
- How Bursons Parts Ordering Works
- How Transnational Payments (TNP) Works
- How Motorserve Integration Works
- How TillPayments Terminal Transactions Work
- How Rewards Programs Work (Capricorn, AMS)
- How Burson EzyParts Ordering Works
- How GSF Car Parts Ordering Works (UK)
Customers & Vehicles
- How Customer Activity Logs Work
- How Vehicle Photos, Videos, and Attachments Work
- How Vehicle Third-Party Integrations Work
- How Multibranch Customer Operations Work
- How Multibranch Vehicle Sync Works
- How Customer Portal User Management and Passwords Work
- How Customer Balance and Credit Calculations Work
- How Vehicle Registration and VIN Lookups Work
- How Vehicle Body Groups and Form Serial Numbers Work
- How Tyre Registrations Work
- How Customer Accounting Integration Sync Works
- How Customer Statements and Exports Work
- How Vehicle Soft-Delete and Archiving Works
- How Customer Soft-Delete and Archiving Works
- How Vehicle Validation and Auto-Behavior Works
- How the Customer Portal Login and Sessions Work
- How Customer Sources Work
- How the Customer Portal Dashboard Works
- How Customer Defaults and Validation Works
- How Vehicle Sales and For-Sale Pipeline Works
Accounting Integrations
- How QBO Branch and Tax Synchronization Works
- How MYOB Freight and Tax Handling Works
- How MYOB Authentication and Connection Works
- How Multi-Tax Configuration and Tax Groups Work
- How QuickBooks Online (QBO) Integration Works
- How MYOB Invoice Upload and Sync Works
- How Company Email Verification Works
- How Xero Settings, Tracking Categories, and Tax Rates Work
- How Xero Contact Clearing and Diagnostics Work
- How Xero Contact Sync Down Works
- How Xero OAuth and Connection Management Works
- How Xero Temporary Contacts Are Processed
- How Accounting Transaction Link Logs Work
- How Sage and Sage One AUS Integration Works
- How MYOB Contact Sync Down Works
- How MYOB Admin and Diagnostics Tools Work
- How Accounting Setup Validation Works
- How QuickBooks Desktop Export Formatting Works
- How QuickBooks Desktop (IIF Export) Works
- How New Customers from Xero Default
- How Xero Invoice Upload and Sync Works
Inspections
- How SMS and Communication Centre Works
- How Inspection Approval and Refusal Works
- How Inspection Lifecycle and Status Management Works
- How Inspection Model Validation Works
- How Inspection Email Sending Limits and Delivery Works
- How Inspection File Uploads and Video Minutes Work
- How Inspection Templates Work
- How Inspection Settings Work
- How Inspection Item Products Work
- How Email Address Validation and Formatting Works
- How Two-Way SMS and Bulk SMS Works
- How Message Templates and Templated Wordings Work
- How Inspection Email Delivery Details Work
- How Inspection Item Behavior Works
- How Inspection Groups Work
- How Inspection to Invoice/Event Conversion Works
- How Inspection Email and Finalization Rules Work
- How HubSpot Integration Logging for Inspections Works
- How Vehicle Visuals in Inspections Work
- How Two-Way SMS Account Management Works
Invoicing
- How Invoice Number Assignment Works During Processing
- How Trade-In and Vehicle Sale Line Items Work
- How Deposits on Invoices Work
- How Invoice Voiding Works
- How Vendor (Supplier) Payments and Credit Applications Work
- How New Invoice Defaults Are Set
- How Invoice Copying and Type Changes Work
- How Stripe and TillPayments Surcharges Work on Invoices
- How Multi-Tax (Tax Group) Items Work
- How Quote Follow-Up Scheduling Works
- How Applied Credits and Auto-Closing Work
- How Price-Includes-Tax and GST Calculations Work
- How Invoice Discount Calculations Work
- How Invoice Processing Updates Vehicle Records
- How Payment Voiding and Deletion Work
- How Invoice Cost Calculations and Swedish Rounding Work
- How Invoice Processing Preconditions Are Enforced
- How Customer Payments Are Processed
- How Invoice Deletion Rules Work
- How Invoice Line Item Calculations and Side Effects Work
- How Biller Payments and TillPayments Surcharge Distribution Work
- How Soft Delete vs Hard Delete Works for Invoices
- How Post-Processing Invoice Edits Work
- How Vendor (Supplier) Invoices Work
- How Invoice Creation Validation Works
- How Labor Items and Clock On/Off Work
- How Credit Note Processing and Vehicle Sale Reversals Work
- How Invoice Splitting Works
Products & Stock
- How Stock Take Filtering and Setup Works
- How Product Deletion and Soft-Delete Logic Works
- How Product Creation Defaults and Validation Works
- How Price Matrix Management and Branch Push Works
- How Multibranch Product Sync Works
- How Product Cost and Tax Calculation Works
- How Product Groups Work
- How Branch Product Deletion Cascading Works
- How Stock Take Processing Works
- How Product Categories and Their Constraints Work
- How Branch Product Copy and Find Works
- How Bundle (BOM) Products Work
- How Item Code Uniqueness and Product Search Works
- How Multibranch Reverse Sync and Blank Prevention Works
- How Stock Take Search and Barcode Scanning Works
- How Stock Transfers Between Branches Work
- How Purchase Order Creation and Lifecycle Works
- How the Default Labour Product Fallback Works
- How Serial Number Deletion and Invoice Linking Works
- How Bundle Price Cascading Works
- How Purchase Order Voiding, Copying, and Supplier Integrations Work
- How Product Inactivation Rules Work
- How Customer-Specific Pricing and Price Matrices Work
- How Serial Number Tracking Works
- How Product CSV Export Works