Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.

LXV | Updates and Releases
- System Status
- Enhancements
  - Evo Platform | Enhancements tracker
- Updates
  - Update | Van inventory management change (2024-09-02)
LXV | Morning Opening Procedures
- Sales Register [ Lightspeed]
  - LXV | Opening Register and Cash Float Before Trading
  - LXV | How to view History of Open/Close Register
- Van inventory check [ Lightspeed]
  - LXV | Checking Negative Van Inventory Before Dispatch
LXV | Sales to Payment
- Processing Job Invoices [Vital + Lightspeed]
- Lightspeed Promotions
- Retail Quotes [ Lightspeed Only]
  - LXV | How To Create Retail Quote in Lightspeed
  - LXV | How To Find Created Retail Quotes - Lightspeed
LXV | Prepare for Migration
Vital
Lightspeed
XERO
- Xero Franchise Partners & Finance Managers
- Xero Payroll Officer
- Xero Employee / Staff members
  - Xero Employees & access to Xero Me
- Xero fast track
  - Xero | Fast track | Finance Manager
- Xero Admin
Windcave
- Applying for Windcave
  - Windcave | How to Apply
  - Windcave | Migrating to Windcave
- Set-up Windcave
  - Windcave - how enable Wi-Fi on the terminal
  - Windcave | Setting up Windcave in Xero, Lightspeed and Vital
- Using Windcave
NetSuite | Employee Management
- Employee Self Service (ESS) Centre
NXS | Servicing and Scheduling
- Mobile App
Systems Updates and Releases
- General Updates
- Saturdays and Emergency Packs
  - System down | Business Continuity pack
- Past one-off issues
- Release Notes - 2024 February
  - NextService | Release 27 Feb 2024
Evo Platform | Admin / Integrations
- Integrations
  - Integrations | Overview
  - Integrations | Lightspeed/Xero - Inventory & COGS calculations
Agent Solutions
- PSC Related questions
  - First store opening (Mobile Only)

Vital Scheduler | Jobs

Lisette Wingelaar

Modified on: Sat, 8 Jun, 2024 at 7:37 AM

Enter summary here. 10-15 words on what reader will learn.

Create a one-off new job VIDEO
Create a recurring job VIDEO
Add additional tech to one-off job and Create follow up jobs VIDEO
Jobs Calendar View VIDEO
Edit Job from Calendar or List View VIDEO
Edit Job in Recurrence List VIDEO
Note: if you create a recurrence job and set up a reminder for the recurrence, all upcoming jobs will have the same settings which means if an SMS reminder was turned on for the recurrence all jobs will have it.
Invoicing Completed Jobs amd Splitting Invoices VIDEO
Enable batch invoicing for a client and Sending Batch Invoices VIDEO
Buy SMS Credits VIDEO
Create a seasonal job VIDEO

FAQ