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

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 ...

This document provides a comprehensive guide on setting up and managing recurring invoices in HirePOS. Recurring invoices are useful for automating bi...

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. To set up bank feeds, follow these steps: Go to Setup > Bank Accounts...

Managing refunds and credit notes in HirePOS is essential for handling situations where invoices are returned early or overpaid. This guide provides d...

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

To access the Sales Stock Levels & Reordering screen, follow these steps: From the main menu strip at the top, navigate to Order (or Expenses) > Stock...

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...

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...

Navigate to CRM > Send SMS Select the Recipient (if desired) Enter the mobile number to send the message to (if not already populated) Select the SMS ...

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...

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 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...

This article provides guidance on automating overdue payment reminder emails. While automating this process can enhance efficiency, it is essential to...

Web apps like HirePOS enhance our workflows, but copying and pasting data can lead to unexpected formatting issues. Follow these best practices for sm...

While HirePOS does not natively use QR codes for anytning out of the box, you can incorporate them with some setup and/or custom development. Here ar...

Encountering a 500 Internal Server Error can be frustrating, but fear not! Below are steps to help you troubleshoot and resolve this issue in HirePOS....

This document outlines the comprehensive security measures and data protection practices implemented by Innercircle Technology Pty Ltd (HirePOS) to sa...

When selling your hire business and transitioning ownership, HirePOS offers a structured process to facilitate the handover. This document outlines th...

In HirePOS, efficient search and filtering functionalities are essential for finding specific information quickly and accurately. By utilizing the var...

If your exported customer list or report looks weird—like phone numbers showing as strange letters or missing digits—it’s not HirePOS messing up. It’s...

In the event that the documentation available at docs.hirepos.com does not address your needs, or if the topic is too extensive or specific for an e...