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CertainPath Software Knowledge Base
CertainPath Software Knowledge Base
Jobs
Converting Estimates to Invoices in CertainPath Software
Adding and Managing Customer Addresses
Removing Job Assignments in Two Simple Steps
Deleting Customer Locations Effectively
Troubleshooting Unresolved Follow-ups in Debrief Search
Adding Documents to the customer's profile
Deleting an Invoice
Payrix Disbursement report (CertainPath Payments)
Adding a Paysource
New AI-Generated Equipment Details
On Call Technicians
CertainPath Payments
Process Refund (CertainPath Payments)
Jobs
Schedule Work Tab
Remove Technician from Assignment
Administrative
Delete a Duplicate Time Card
How to add a Membership to Customer
How to search for a club membership
Inventory
Inventory
Adding Vendors
Materials
Adding Inventory to a Warehouse
Reports
Reports
Daily Manager Report
Set up reporting for the Scoreboard Report
Running and Reading a Tuneup Report
Integrations
Mojio Fleet Management
Mobile App
🔧 How to Create Customers, Jobs, and Dispatch from the Mobile App
Self Dispatching with new customer
Self Dispatching with existing customer
How to create an estimate
Invoices and Payments
Completing a debrief
