Sales/Hire
Sales Records Overview (Quotes, Bookings, Invoices and more)
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...
Sales/Hire (Overview)
The Sales/Hire Menu in HirePOS contains all the core functions for creating and managing Quotes, Bookings, Invoices and hire-related tasks. This artic...
Sales/Hire > Find Sales/Hire
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...
Sales Calendar
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...
Availability (Overview)
Effective inventory management is essential for the smooth operation of any business. In HirePOS, the ability to check availability is a key feature t...
Dispatch
This document provides a overview of the features and functionalities of the dispatch screen located under Sales/Hire > Dispatch. The dispatch screen ...
Email/Review Invoices
This document provides detailed instructions on how to efficiently manage and process invoices in bulk through the Email/Review Invoices feature in th...
Email Statements
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
This document provides a comprehensive guide on setting up and managing recurring invoices in HirePOS. Recurring invoices are useful for automating bi...
CRM
CRM Module (Overview)
The CRM Module enables you to track conversations with customers and contacts. It includes a dedicated Leads area where contacts can be entered as Lea...
Reminders
Most activities within the system automatically generate reminders on the main page for upcoming bookings, overdue returns, expenses, maintenance, etc...
CRM Notes
CRM notes can be linked to customers, contacts, leads, and invoices, providing a comprehensive timeline of interactions. To search through all existi...
Leads
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 ...
Quotes (CRM)
The Quotes Tool in HirePOS provides a centralized hub to manage, track, and filter quotes efficiently. It allows users to create, monitor, and updat...
Send SMS
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 ...
Bulk Messages
This document provides a comprehensive guide on how to efficiently send bulk email and SMS messages to customers for specific purposes other than gene...
Auto-Followups
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...
FAQs and General Topics
Automated Overdue Payment Reminders
This article provides guidance on automating overdue invoice reminder emails in HirePOS. While the platform offers a dedicated Overdue Reminders scree...
Copy and Paste Plain Text
Web apps like HirePOS enhance our workflows, but copying and pasting data can lead to unexpected formatting issues. Follow these best practices for sm...
Performance, Connection and Stability Issues and Troubleshooting
To ensure a seamless experience with HirePOS, it's important to address potential performance issues before contacting our support team. Often, issues...
Incorporating QR Codes in HirePOS
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...
500 Error
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....
HirePOS Data Management and Security
This document outlines the comprehensive security measures and data protection practices implemented by Innercircle Technology Pty Ltd (HirePOS) to sa...
Selling your Business
When selling your hire business and transitioning ownership, HirePOS offers a structured process to facilitate the handover. This document outlines th...
Searching and Sorting Tips
In HirePOS, efficient search and filtering functionalities are essential for finding specific information quickly and accurately. By utilizing the var...