General Info

[SAM/Orion] Back up your data
This is the process of copying the data of your software, its an insurance policy just in case you become the subject of a virus or a simple human error, s...
Sat, 21 Aug, 2021 at 6:49 PM
[SAM/ORION] Checks if my system is running slower than normal.
This article will enhance your understanding why your system may be running sluggishly Applies to: All SAM systems and Orion up to and including version...
Sat, 21 Aug, 2021 at 6:50 PM
[SAM] Sending an email to your customers
This article will go through how to send an email to your customers   Export your list You will first need to export the list from SAM Follow ...
Sat, 21 Aug, 2021 at 6:50 PM
[SAM/Orion] Operating Offline
In this article we will go over what to prep in instances where you no longer have access to your system. NB: These are guidelines only, there may be asp...
Sat, 21 Aug, 2021 at 7:08 PM
[SAM] How to create a Quote
After looking through this article you will be able to create a quote/estimate and convert it into a job   What is a quote/esti...
Wed, 21 Jul, 2021 at 10:32 PM
[SAM/Orion] - Minimum system/hardware requirements
This article will go over the minimum recommended hardware requirements for SAM and Orion These recommendations are subject to change without notic...
Wed, 22 Sep, 2021 at 10:44 AM
GMail Generate App Password - when using 2 step authentication
How to allow 3rd party apps or generate application passwords for Gmail accounts The steps to set up applications are the following. Please keep in mind t...
Sat, 21 Aug, 2021 at 7:53 PM
[SAM] How to split an invoice
Splitting an invoice - having two or more people pay for one job Great for insurance work Once all items are posted onto a job click on Split. ...
Tue, 31 Aug, 2021 at 10:13 AM
[SAM/Orion] Back up your data
TABLE OF CONTENTS How to backup Automatic backups When to backup Hosted sites Where to backup to Hosted sites How to backup Everyone must b...
Sat, 21 Aug, 2021 at 7:59 PM
[SAM] How to credit an invoice.
Here you can find out how to credit an invoice for SAM:  
Wed, 21 Jul, 2021 at 10:40 PM