How To...

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.

Interim Invoicing

A short walkthrough explaining how to do an interim invoice.

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.

Operative Setup

Our first online walkthrough video explaining all about the operative setup process.

Job Messages

How to add messages to a job, viewing the messages on the job sheet and dashboards, responding to messages and closing them.

Issuing a Job

How to issue a job to an operative using the Issue Job screen.

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 ...

Manual Job Entry

How to log a job using the Manual Job Entry screen.

Client Wizard

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 ...

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.

Operative Diary

How to use the Operative Diary and book absences.

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 ...

Personalising the Jobsheet

How to personalise the job sheet and explaining the difference between 'hidden', 'closed' and 'open' reports.

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.

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.

Communications Templates

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 ...

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 ...

Asset Importer

How to import assets in bulk.

Applications / Certificates / Invoices

The process of applying for payment, recording a certificate and converting the certificate into an invoice.

RACSAMS Unconfirmed Assets

How to confirm unconfirmed assets into the system.

Our Vision


  • Provide a secure future for our staff.
  • Benefit our customers and help them to succeed, except where this conflicts with the first law.
  • Have fun, so long as this does not conflict with the first and second laws.

These laws serve us well because by having a team who know that their security is the most important thing to us they feel safe so that they can focus on helping our customers and solving problems; by benefiting our customers and helping them to succeed we build long relationships that shape our future too; and by having fun we make sure that our team is enthusiastic and ready to innovate every day.