All the tutorials below are available on YouTube. This page is constantly evolving as we release new guides. If you would like to follow us on Youtube our channel is UC47hV7n7DVxhcdD0US5LRog. ........
SORs and Prices
How to add a sales code (or SOR) - Adding prices / modifying prices - How to make a sales code visible on the PDA.
How to add messages to a job, viewing the messages on the job sheet and dashboards, responding to messages and closing them.
Using the Client Wizard to add a new client to the system, this video explains each of the stages in the process. - Adding a client - Clientbranches - Contracts ...
Introduction to the Markus Mobile App
An overview of the most commonly used screens on the mobile application this video is designed to give you a flavour of what our app does, how a job is ...
System Basics - Back Office
A brief introduction to Markus AMS in the Back Office containing useful hints and tips and the system basics that you will need in order to get started on our ...
Supplier Setup / Editing Supplier Details
How to add a supplier to the system, including adding branches and contacts. Also, how to edit existing supplier, branch and contact information.
Adding Parts / Materials
How to add a new part / materials code to the system and ensure it is visible on a job, purchase order and the PDA app.
Personalising the Jobsheet
How to personalise the job sheet and explaining the difference between 'hidden', 'closed' and 'open' reports.
Adding New Contracts
How to add new contracts to the system, including how to adjust which SOR list / price list the contract is looking at.
Personalising the Dashboard
How to personalise your dashboard by editing the columns, rows and sequence order of the widgets from the personalise screen. Also, explanation of how to ...
How to setup new communications templates (letters / emails). How to edit a communications template. And all importantly, how to use the template within a job ...
Applications / Certificates / Invoices
The process of applying for payment, recording a certificate and converting the certificate into an invoice.
Recording an Invoice
Recording a supplier invoice against a purchase order. How to pass the invoice for payment.
Domestic Reverse Charge VAT - Purchasing
How to raise an order with the correct CIS options applied to cater for the Domestic Reverse Charge VAT coming into effect in March 2021. How to record a ...
Domestic Reverse Charge VAT - Sales Invoices
An instructional video to support you through the changes to CIS and VAT as of March 2021. - How to set CIS options against your invoice addresses. - Raising ...
Correcting a Supplier Invoice
How to correct an incorrectly recorded supplier invoice. Perhaps you recorded it incorrectly or the supplier made a mistake on the invoice. This short video ...
New AMS End of Visit Screens on the Mobile App
We changed the way we display the end of visit screen on the mobile app... just slightly. This is a brief overview of the new layout for our end of visit screens on ...
Recording a Delivery
This is the second part of the series of tutorials on purchase orders. Once the order has been received / delivered this video covers the process of recording a ...
How to Install the Mobile App
Getting the mobile app to your handset Installing the app to the handset and setting it up for an operative.
How to Record a Visit
Recording a visit using the back office system. Useful for those operatives who do not have the mobile app to record their own visits. In the back office system ...
How to get the best out of running reports: - Filtering - Sorting - Pinning reports to your reports menu - Personalising a report - Printing and Exporting.
How to move a purchase order from one job to another
How to move a PO from one job to another is one of those questions we get a lot so I thought a video may help... This video shows two examples, one where the ...
Adding and Editing Contracts
How to add a new contract to the system and the process of editing an existing one.
Requesting Holidays Using the Mobile App
This short tutorial explains how you can use the mobile app to request absences and also see the status of any requests you have made.
Advanced Contract Options
How to set the advanced options with the contract setup. It will help you to watch the first video in how to setup / edit contracts before this one.
Adding a Site from the job entry screen
This tutorial explains how to add a new site or property to your system for a client as you are creating the job. This will come in really handy if you receive a job ...
Creating a survey
How to create a survey within the system including how to make sure you select the correct units of measure / possible answers to display correctly on the mobile ...