AvailSuite - Service Management Software
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This page is the part of the AvailSuite online help.

AvailSuite is a software solution for managing a small or medium service business. It covers all critical activities of small companies, like customer and work order management, invoices and account receivables, employee scheduling, and task management.

Online Help Index
# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A
About Sales Tax
Account Payables
Add Customers
Add Users and Employees
Auto Preview

B
Bands (Show/Hide)

C
Can any people access AvailSuite data by using other software?
Changing Order's Statuses
Changing Purchase Order's Statuses
Charge Types Maintenance
Cleanup Database
Collecting sales tax
Columns Auto Width
Company Settings Maintenance
Coulmn Customization
Currency to text conversion
Customer Management

D
Displaying Subtotals
Document Status
Documents IDs

E
Employee and Security Management

F
File Attachments
Fill in Company info
Fill miscellaneous tables
Filtering Data in Grids
Full Collapse
Full Expand

G
Getting Started with AvailSuite
Grid Best Fit
Grid Layout Options
Group Panel
Grouping Data in Grids

H
Headers (Show/Hide)
Horizontal Separators
How add Parts and Services into an AP Invoices?
How do I see changes to the data done by other AvailSuite users?
How does AvailSuite help in inventory tracking?
How does AvailSuite print all day tasks?
How does AvailSuite synchronize with QuickBooks?
How to add a new Order?
How to add a new Payment?
How to add a Referral?
How to add a Vendor?
How to add an Employee?
How to add contacts of a Vendor?
How to add Expenses into an Invoice?
How to add expenses to invoices?
How to add Parts and Services into an Invoice?
How to add services to be provided under the Contract?
How to add the amount in words on report?
How to add your Parts and Services to an Order?
How to add your Parts and Services to an Order?
How to adjust the count of partsd in stock?
How to allow an Employee to access the system?
How to Approve or Reject expenses?
How to approve or reject Time Cards?
How to assign an Expense into a Project?
How to assign an Order into a Project?
How to assign an Order into a Project?
How to assign Order to a Route?
How to assign tasks?
How to associate assets with a contract?
How to attach a file?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to attach special instructions and other files?
How to automatically ship Orders on completion?
How to backup AvailSuite's data into an external file directly at AvailSuite?
How to backup AvailSuite's data into an external file?
How to change sorting order of AP invoice details?
How to change the layout of Invoices?
How to change the layout of orders?
How to change the layout of purchase orders?
How to change the layout of Tasks?
How to change the logo and text on the Invoices?
How to change the logo and text on the Orders?
How to change the logo and the text on the Purchase Orders?
How to change the number of pages used on Calendar Printing?
How to change the sorting order of Invoice Details?
How to change the sorting order of Order details?
How to change the sorting order of Purchase Order Details?
How to change the Status of a Project?
How to change the Status of a Purchase Order?
How to change the Status of a Task?
How to change the Status of an AP Invoice?
How to change the Status of an Invoice?
How to change the Status of an Order?
How to change time scale in the timeslot views?
How to choose Portrait or Landscape layout for printing Orders or Invoices?
How to complete a Purchase Order along with its receipt?
How to complete an Order along with its shipment?
How to Complete Tasks assigned to Orders?
How to create a Customer?
How to create a new Contract?
How to create a new Invoice?
How to create a new Location?
How to create a new Part?
How to create a new Purchase Order?
How to create a Project?
How to create a return Order?
How to create a return Purchase Order?
How to create an AP Invoice for an existing Purchase Order?
How to create an AP Payment for an existing Expense?
How to create an Invoice for an existing Order?
How to create an Invoice for an Order?
How to create and schedule tasks?
How to create AP payment for an expense?
How to create new AP Invoice?
How to create new AP Payment?
How to create new Expenses?
How to Create Recurring Tasks?
How to create Tasks for an existing Order?
How to create Tasks?
How to Create Unplanned Tasks?
How to define a default Status for new AP Invoices?
How to define a default Status for new Expenses?
How to define a default Status for new Invoices?
How to define a default Status for new Orders?
How to define a default Status for new Projects?
How to define a default Status for new Purchase Orders?
How to define a default Status for new Tasks?
How to define a default Status for new Time Cards?
How to define a time range for Calendar Printing?
How to delete a Referral?
How to delete a Vendor?
How to delete an attached file?
How to delete an Employee?
How to determine the number of licenses you need?
How to duplicate an Order?
How to edit a report by the Report Designer?
How to enter a Refund Payment?
How to enter a Refund Payment?
How to enter a Time Card?
How to enter Benefits, Salary History and Vacations for an Employee?
How to enter Notes for a Customer?
How to exclude weekends on Calendar Printing?
How to export an Invoice?
How to export an Order into a file?
How to export Purchase Orders into a file?
How to Export Tasks into a file?
How to find customers who have not been served recently?
How to find the count of Parts in stock?
How to highlight working time printed on Calendar printing?
How to Load a Report Layout from a file?
How to manage and re-schedule tasks?
How to manage Order's tasks?
How to Manage Unplanned Tasks?
How to modify an approved or rejected Time Card?
How to move a Part to another Location?
How to navigate in Calendar?
How to open a file from AvailSuite?
How to print a Purchase Order?
How to Print a Task?
How to print an Invoice?
How to print an Order?
How to print tasks that are scheduled to non-working time?
How to print the Calendar?
How to quickly add a new Order?
How to receive a Purchase Order along with its completion?
How to receive a Purchase Order Detail?
How to receive a Purchase Order?
How to receive a return Order?
How to receive an Order detail of a return Order?
How to renew Contracts?
How to restore AvailSuite's data from an external file?
How to return back to the original layout?
How to review all expenses of a specific Employee?
How to review all expenses related to a specific Customer?
How to review all your expenses?
How to review Customer's contracts?
How to review Customer-related expenses?
How to review Invoice and Payment history?
How to save a report layout into a file?
How to see all critical information about a Customer?
How to see all day tasks?
How to see all outstanding Invoices?
How to see all outstanding Invoices?
How to see all tasks for today or current week?
How to see all Time Cards for a specific Task?
How to see all Time Cards of a specific Employee?
How to see all your Time Cards?
How to see if a document has a file attachment?
How to see Invoices for a specific month or year?
How to see Invoices of a specific Customer?
How to see Invoices to a specific Vendor?
How to see Payments of a specific Customer?
How to see Payments to a Specific Payee?
How to see tasks assigned to particular Employee?
How to see tasks for a few Employees?
How to see the service history for a Customer?
How to see the tasks that haven't been assigned yet?
How to send an E-mail to a Customer?
How to set a Location for an Employee?
How to set picture for a Part?
How to set price and warranty information?
How to set Referral for a Customer?
How to set up the amount settings?
How to setup a default discount for a Customer?
How to setup additional charges?
How to setup appointments, visits, and other events?
How to setup default Location in the System?
How to ship a Purchase Order Detail of a return Purchase Order?
How to ship a return Purchase Order?
How to ship an Order along with its completion?
How to ship an Order Detail?
How to ship an Order?
How to specify contract payment terms?
How to submit a Time Card for approval?
How to submit Expenses for approval?
How to switch between Timeslot and Task List views?
How to switch to another Location?
How to turn automatic IDs off?

I
Importing Customer, Vendor, Service, and Part lists from Excel files
Importing Data: File Format Requirements
Indicating taxable customers and items
Indicator (Show/Hide)
Inventory Management
Invoices and Payments

K
Keyboard Shortcuts

L
License Agreement

M
Maintenance
Miscellaneous Tables Maintenance
Modify layouts of printing documents
Multiple Record Actions

N
Navigation Pane

O
Order Management

P
Popup menus
Printing Orders and Exporting Orders into files
Printing Purchase Orders
Project Management
Purchase Order Management

R
Receiving Purchase Orders
Record Navigation
Refreshing Data in Grids
Return Purchase Orders

S
Scheduling
Services Maintenance
Setting up Sales Tax
Setting up tax agencies
Setting up tax items
Shipping Orders
Sorting Data in Grids
Summary Panel
Supported currency formats and languages
Supported QuickBooks versions
Synchronization with QuickBooks
System Requirements

T
Tips and Tricks
Tracking and Paying Sales Tax You Owe
Tuning your Look and Feel

U
Using Documents
Using sales tax items and rates to charge sales tax
Using Time Cards

V
Vertical Separators

W
What is AvailSuite Database Backup and Restore Tool?
What is AvailSuite?
What is the difference between AvailSuite Personal and AvailSuite Standard editions?
What is the difference between AvailSuite user roles?
What is Windows Authentication option in the system access settings?
What to do after evaluation period expires?
What's new in AvailSuite 2.6?
Working with AP Invoices
Working with AP Payments
Working with AvailSuite Database Backup and Restore Tool
Working with Contracts
Working with Customers
Working with Expenses
Working with international date, time, and currency formats
Working with Invoices
Working with Locations
Working with Orders
Working with Parts
Working with Payments
Working with Purchase Orders
Working with Refferals
Working with Return Orders
Working with Tasks
Working with the Report Designer
Working with Vendors

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z