pitly.Knowledge base

Dashboard

The home page, the calendar, bookings, orders and their statuses, PDF documents, clients and cars, photos.

8 articles

  1. 1HomeWhat the dashboard's home page shows and where it leads.
  2. 2CalendarDay and week views, filters by branch and employee, a new booking from the calendar.
  3. 3Bookings and reschedulingWhere bookings come from, how to reschedule or cancel them and what the client receives.
  4. 4Orders and statusesThe work order from "New" to "Closed", cancellation, services in the order and who can do what.
  5. 5PDF documentsWork order, invoice, acceptance and handover acts: when they are issued, in which language and where they are kept.
  6. 6Clients and carsThe client card, communication language, adding a car and searching the base.
  7. 7Car historyThe car's timeline: completed work, notes, recommendations and what the client sees of it.
  8. 8Photos"Before", "after" and extra photos in an order; company photos for the public page.