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.
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.
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 ...
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.
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.