KnowledgeBase
Search or browse in depth articles, software resources and videos on everything about Appward.
Operations
Trips
- Getting Started with Trips - Trips is a dedicated application for efficiently handling travel logistics, bookings, and coordination. It simplifies the management of travel data, expenses, itineraries and traveler profiles across your organization.
Tickets
- Getting Started with Tickets - The Tickets app is a powerful application used to create, track and manage the progress of your support inquiries. This guide will cover how to add, view, edit and keep up to date with your tickets and the parties working on them.
Special Events
- Getting Started with Special Events - Special Events is an app designed to manage your company's organized events, such as conferences, summits and parties. In this guide, we'll cover how to add an event, view, edit, archive or delete an event, manage event invites and RSVP to events.
Sales Orders
- Getting Started with Sales Orders - A sales order is a seller's response to a customer's purchase, confirming sale details and indicating intent to fulfill the order. Its primary purpose is to communicate order specifics to internal fulfillment departments. This guide will cover how you can use the Sales Orders app to efficiently manage sales orders, link contacts, sales reps, commission schedules and approvals. It documents order details for seamless, transparent transactions with customers.
Pinpoint
- Getting Started with Pinpoint - Whether you're in charge of a warehouse, factory, shop, or office, understanding the location and condition of your assets is essential for efficient resource allocation. This guide is designed to help you navigate Pinpoint's features, offering insights into managing personnel, assets, projects, and work orders through a comprehensive, bird's-eye view of your entire business.
Maintenance
- Getting Started with Maintenance - The Maintenance app is designed to help organizations manage essential work tasks. It's important to complete maintenance tasks at an efficient pace to stay on track and ensure business assets are functioning optimally.
Assets
- What is the Auto Set feature used for? - The Auto Set feature helps you set up an automated way to number and organize your parts, including configuring numbering conventions and reset intervals. For more info please check out our auto-numbering guide.
- What are associated task templates used for? - Associated task templates are used to create maintenance tasks for an asset that share similarities, simplifying the process of creating tasks with common characteristics.
- What is the Assets app used for? - Appward’s Assets app centralizes your organization’s assets, facilitating timely maintenance, highlighting necessary upgrades, and improving overall asset condition.
- What are asset locations and where are they defined? - Asset locations refer to physical places where assets are placed within your organization’s facilities. They are defined within the Location field of an asset and can be selected from a list directly imported from the Locations app.
- Can I auto-populate asset details from the Parts app? - Yes, if the asset is already in your organization’s Parts app, you can select the part from an imported list to auto-populate the provided fields.
Projects
- Getting Started with Projects - Relying on a paper-based system to manage manufacturing projects not only creates bottlenecks in productivity but also limits your organization's ability to adapt and scale effectively. As project complexity grows, manual management methods become increasingly cumbersome, making it challenging to keep pace with industry changes and evolving project requirements.
Shipping
- Getting Started with Shipping - Appward's shipping app provides a straightforward, all-in-one solution for efficient shipping management. Shipping works with major carriers like FedEx, allowing you to track shipments in real time and improve your shipping strategist, improving customer satisfaction.
Receiving
- Getting Started with Receiving - The Receiving app is used to document the times, dates and locations of shipments received by your organization. This guide will cover how to follow up on Purchase Orders and receive your ordered items.
Purchase Requests
- Getting Started with Purchase Requests - Purchase Requests is an app designed for tracking and managing your company's procurement requests. With this app, you can keep precise oversight of purchase-related activities from request submission to final approval and fulfillment. This guide will cover everything you need to know about the Purchase Requests app, including how to add new requests, gain approval and ultimately put in an order.
Purchase Orders
- Can I change the PO number after it has been generated? - Yes, you can modify the PO number or any other additional information related to a purchase order after it has been created.
- Purchase orders at my company often require approval from stakeholders. Can the Purchase Orders app help with this? - Yes, you can easily request approval within the app, streamlining the entire approval process from initiation to final stakeholder decision.
- Can I view a list of individual parts related to a purchase order? - Yes, you can view individual parts related to a purchase order within the Items tab, where detailed information about each part is available.
- Who is considered the buyer in a purchase order? - The buyer is the specific contact from the organization that initiates the purchase order.
- How do I track the transit time of a purchase order? - You can track the transit time for a purchase order in the Transit Time field when viewing the front line of a Purchase Order.
Maintenance Director
- Can I keep track of time during the completion of a maintenance task? - Yes, you can keep track of the time it takes to complete a maintenance task by using the Start and Stop buttons. This will generate labor allocations and provide you with a detailed log of your work.
- I tried adding a checklist to a maintenance task, but the popup was empty. Why is that? - The checklist popup will be empty if no checklists have been made by your organization in the Checklist Creator app.
- Can I create recurring maintenance tasks? - Yes, you can create recurring tasks by ticking the Recurring checkbox and defining the frequency and duration for the task.
- What are the different statuses a maintenance task will go through? - Maintenance tasks will go through statuses such as Not Done, In Progress, and Complete during their life cycle.
- How are maintenance tasks assigned in Appward? - In Appward, maintenance tasks are assigned based on the business asset or location they are linked to. When creating a maintenance task, you can choose between Asset or Location, determining whether the task will be completed on a specific asset or location. You can also check both boxes if a task is for both an asset...
Ticket Director
- Can I configure agent settings directly in the ticket director app? - Yes, you can access agent settings by pressing the Settings button in the top right corner of the app. This will bring up a menu where you can customize agent info such as role, company, image and more. Additionally, you can customize notification preferences and ticket view.
- Can agents reuse solutions from previous tickets when handling similar issues? - Yes, agents can reuse previously provided solutions. Ticket Director allows agents to search for and apply solutions from past tickets. They can use the Solution Search feature to find relevant solutions and transfer them to new tickets, streamlining the process and improving response efficiency for recurring issues.
- Can I prioritize tickets? - Yes, you can assign priority levels to tickets(e.g., High, Medium, Low) to help categorize and address tickets based on urgency.
- What are internal and external files in Ticket Director? - Internal files are visible only to agents, while external files are accessible by customers and agents.
- What happens when I close a ticket? - Closing a ticket marks it as resolved and removes it from the active ticket list.
Locations
- Can I add new companies while adding a new location? - Yes, you can add new companies while adding a location, even if you have not added any locations previously.
- What do Latitude and Longitude represent in a location? - Latitude and Longitude represent the precise geographic coordinates of a location, with latitude indicating the north-south position and Longitude indicating the east-west position.
- What is an example of locations being used in another app? - Locations are integrated with other apps, such as the Maintenance Director app, where they are used to specify the spaces where tasks or operations will take place.
- What if my location has multiple entrances? - You can specify multiple entrance in the Address Name or Description fields to clarify the location’s layout for your organization.
- What are the different views offered on a Locations map? - The app offers two views: Wide view which gives a zoomed-out overview of the location and Zoom view, which provides a detailed close-up, including streets and landmarks.
Licenses
- How do I know when a license is expired? - When a license expires, the status will change to “Expired”, and the expiration date will be displayed in red text on the record for clear visibility.
- What are the different access levels for a license? - Access levels for a license can be set as either public or members only. Public licenses are visible to everyone in your organization, while members only licenses are restricted to specific members that you assign.
- Can i assign installations to a license? - Yes, you can assign specific installations to a license by selecting the installation within the front line of a license.
- Can I track customer payments for a license? - Yes, you can manage customer payments by associating a customer with a license in the Customers tab.
- What types of licenses can I manage in the Licenses app? - You can manage various types of licenses, from software licenses to service agreements.
Safety Incidents
- Getting Started with Safety Incidents - Safety Incidents is an application for keeping track of workplace accidents. This guide will cover everything you need to know about Safety Incidents - from recording a new incident to following up with everyone involved and taking corrective actions based on those incidents.
Safety Sheets
- Getting Started with Safety Sheets - The Safety Sheets app is used to track this documentation for chemicals used within an organization, as well as verify that proper compliance is upheld with regards to training and notification of employees. This guide will cover everything you need to know about Safety Sheets including where to find safety sheet files, how to create new records, how to send approval requests for a safety sheet and where to find the necessary training for a particular chemical or part.
Deliveries
- What is the Deliveries app used for? - The Deliveries app is used to manage and track deliveries, providing updates on delivery status, customer comments, and team communication.
- Can I track the status of a delivery in real-time? - Yes, you can track the status of a delivery in real-time using the Tracking Number field to monitor the shipment’s location and updates.
- What does status indicate in a delivery record? - Status indicates the current stage of the delivery process, such as Expecting Delivery, Arrived, or Complete.
- How are companies receiving deliveries defined as vendor or customer? - When defining companies for deliveries, this can be done either when adding a new delivery or while creating a new company. During this setup, you can specify the company’s role by selecting the appropriate checkboxes for vendor, customer, or both, depending on your requirements.
- Can I link a purchase order directly to a delivery? - Yes, you can link a purchase order directly to a delivery. You can create a record to link in the Purchase Orders app.
Markups
- Getting Started with Markups - Simplify your project document reviews with Appward’s Markups app. Eliminate the risks of oversights and lack of control inherent in manual processes, especially in complex projects.
Budgets
- Can I view recent Budget activity? - Yes, you can view the recent edits made to a Budget by viewing the History tab.
- How do I include part costs in a budget? - First, create a part in the Parts app. Once you’ve populated the Parts app, these parts will be available for selection when adding or editing a budget.
- Can I add labor costs to a budget? - Yes, you can add labor costs while adding or editing a budget. Provide necessary details such as type of labor, hourly rate, and estimated hours required.
- What is a baseline budget? - A baseline budget is the estimate of project costs that you start with at the beginning of your project.
- What are the various statuses of a budget? - Draft: The budget is still being created and has not been finalized.Pending Approval: The budget has been submitted and is awaiting approvals from the relevant party.Approved: The budget has been reviewed and approved for implementation.Not Approved: The budget has been reviewed but was not approved and may required revisions.Completed: The budget has been fully executed and no...
Special Events Director
- Getting Started with Special Events Director - Special Events Director is a companion app to Special Events. It is used to create and manage organized events such as conferences, summits and parties. In this guide, we'll cover how to add, view and manage every detail of your events.
