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. ........

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.

Interim Invoicing

A short walkthrough explaining how to do an interim invoice.

Manual Job Entry

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

Issuing a Job

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

Operative Diary

How to use the Operative Diary and book absences.

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 ...

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.

Asset Importer

How to import assets in bulk.

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 ...

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 ...

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.

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 ...

Raising a Purchase Order

How to raise a purchase order.

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 ...

RACSAMS Maintenance Schedules - Part 1

How to add a maintenance schedule.

RACSAMS Maintenance Schedules - Part 2

The service plan sheet How to edit a schedule.

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 ...

Running Reports

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 ...

Approving Absences in the Back Office

This video is all about how a user can authorise or approve absence requests that have been logged in the system. These could be requests made by the ...

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.