In HirePOS, the Home page serves as a central hub providing easy access to various features and functions. This guide will walk you through how to nav...

Efficient management of customer information is essential for the smooth operation of any business. This guide provides a comprehensive overview of ho...

This guide provides a comprehensive overview of the fundamental steps required to create bookings and invoices within the HirePOS system. Understandin...

The Sales/Hire Menu in HirePOS contains all the core functions for creating and managing Quotes, Bookings, Invoices and hire-related tasks. This artic...

This article provides an overview of the tools and features on the Sales Record screen in HirePOS, the application's core data entry interface. Also k...

The Find Sales/Hire screens provide tools to list sales/hire records and provide metrics across any given date range. There are three main variants of...

The Sales Calendar feature is designed to provide users with a visual representation of records on a job-by-job basis, displayed in a chart format. Th...

Effective inventory management is essential for the smooth operation of any business. In HirePOS, the ability to check availability is a key feature t...

This document provides a overview of the features and functionalities of the dispatch screen located under Sales/Hire > Dispatch. The dispatch screen ...

This guide will walk you through the process of emailing customer statements in bulk and how to send emails to multiple recipients using HirePOS. The ...

Recurring invoices let you produce the same invoice on a fixed cadence—great for simple, predictable charges that must go out on an anniversary date...

This document provides a comprehensive overview of how item line pricing is calculated in HirePOS. It explains the two key columns used in the pricing...

This guide provides instructions on how to receive payments, record COD payments, handle outstanding payments, process refunds, manage card payments, ...

Bank Feeds are included in HirePOS to streamline expense and payment tracking. If the Accounting/Bookkeeping module is switched on via Setup > Prefe...

Chargebacks (also called disputes ) are a reality for any business accepting card payments. In the hire industry, they are especially relevant becaus...

This document provides a step-by-step guide on how to set up a purpose-built email template for emailing receipts within the HirePOS system. Following...

If your business currently stores raw card details or allows them to be viewed in full after entry, it’s time to make a change. Storing visible card ...

To create a new Purchase Order in HirePOS, follow these steps: Access the Purchase Orders section under Expenses > Purchase Orders. Click on either Ne...

This document provides a comprehensive guide on how to access the Sales Stock Levels & Reordering screen in HirePOS, as well as instructions for order...

Enabling the Accounting/Bookkeeping module in HirePOS allows users to access the Expenses menu, which offers additional functionalities beyond the sta...

This document provides instructions on how to automatically include a CSV file instead of a PDF when emailing supplier purchase orders. For a seamles...

This document provides an overview of the " Invoice now, supply later " feature available in the Invoice screen. This functionality is particularly us...

Accurate reconciliation of bank transactions is essential for maintaining the integrity of your financial records. This document outlines the steps ne...

The HirePOS Bookkeepoing Module is designed for smaller cash-based businesses that do not already have accounting software. Read more about Bills and ...

The CRM (Customer Relationship Management) module in HirePOS allows your business to track, follow up, and communicate with customers throughout the h...

Most activities within the system automatically generate reminders on the main page for upcoming bookings, overdue returns, expenses, maintenance, etc...

CRM notes can be linked to customers, contacts, leads, and invoices, providing a comprehensive timeline of interactions. To search through all existi...

Leads in HirePOS represent potential customers for whom you have not yet gotten to the stage of creating a quote or sales record. Leads is a place to ...

The Quotes Tool in HirePOS provides a centralized hub to manage, track, and filter quotes efficiently. It allows users to create, monitor, and updat...

This document provides a comprehensive guide on how to send SMS messages to customers using the HirePOS system. It covers both general SMS sending and...

This document provides a comprehensive guide on how to efficiently send bulk email and SMS messages to customers for specific purposes other than gene...

In HirePOS, you have the ability to automate the sending of follow-up emails based on specific criteria you set for your secondary email templates. Th...

The Events module is designed for businesses in the events and entertainment industry. This module consididates related sales records, such as Quotes,...

The Projects module efficiently tracks multiple quotes, bookings, and invoices within a single project. This feature streamlines the process of managi...

The HR module in HirePOS is a comprehensive tool designed to streamline staff time tracking and task assignment processes. This module encompasses var...

The Crew Management module within the HR menu is designed to streamline the scheduling of staff jobs, enhancing operational efficiency. This module al...

With SMS express enabled, you can send crew invitations for unassigned jobs directly from the calendar screen. The three-step invite process allows yo...

Timesheets are essential for accurately recording employee work hours and associating them with specific jobs or payroll processes. By properly settin...

This document provides a comprehensive overview of shifts within the HirePOS system, detailing their purpose, setup process, and usage in task managem...

The Maintenance Module in HirePOS is designed to help you efficiently manage and track all service, maintenance, and repair activities for your equipm...

This document provides a comprehensive guide on how to access and utilize the reporting features available in HirePOS. With over 300 reports covering ...

This document provides comprehensive instructions on how to print global and customer-specific price lists. By following the outlined steps, users can...

To calculate the cost of sales in HirePOS, you first need to determine the stock-on-hand value at the start and end of the reporting period. This is d...

In order to enhance your reporting capabilities, you may find it necessary to request significant modifications to your report template. These customi...

In HirePOS, the global search icon (magnifying glass) in the top menu bar is a quick and efficient tool for searching across various areas within the ...

The Recent History feature can significantly enhance your workflow and save valuable time. The Recent History icon is represented by an analogue clock...

This document outlines how to add items to your cart, view cart contents, and incorporate cart items into sales records. You can add items to your car...

The Tasks feature in HirePOS enhances productivity by allowing users to add and track unscheduled tasks efficiently. This document provides an overvie...

The "New Home Tab" icon is located in the top menu bar and is represented by a square with an arrow pointing out the top right corner. Its function is...

The Help Menu provides users with access to various resources designed to assist with inquiries, support, and feedback. The Help Menu is easily ident...