Five tradespeople side by side: an electrician, a plumber, a builder, a security installer and an HVAC technician

Exequtech OS Manual.

Step-by-step guides to using the app. Pick a topic below and follow along — every walkthrough shows you the exact screens and clicks.

How the Manual Is Organised

Topics are grouped in the order a new company sets up: getting around the desktop and configuring company settings first, then users and their access, time tracking, the Contacts app for customers and suppliers, and the Assets app for products, consumables, and stock. Every guide is a numbered walkthrough with a screenshot per step, captured from Exequtech OS itself, so you can follow along on your own screen. Each page links to the previous and next topic.

Still deciding whether Exequtech fits your business? The platform overview explains what the job card and field service management software does, the Exequ-Jobs page covers the offline app your technicians use on site, and the FAQ answers the questions most businesses ask before a demo.

Getting started

Orientation

Get to know the Exequtech OS desktop — the app menu, the taskbar and working in more than one app at a time

Open guide

Setting up your company settings

Work through the settings tabs — business details, VAT and banking, units of measure, email, terms and access control

Open guide

Adding users

Set up groups for your job functions, invite your team with a signup link, and add workers who only need time tracking

Open guide

Set user views

Choose which views each user can access, and check they sit in a group with the right access rights

Open guide

Time tracking

Cloud users clock in

Clock in from the taskbar clock icon at the start of a shift, and clock out again when the shift is done

Open guide

Check working hours of users

Open a user in the Users app and review their hours over the last 7 days, 30 days or a custom date range

Open guide

Contacts app

Create a new customer

Add a customer in the Contacts app, with extra addresses for their sites and additional contact people

Open guide

Create a new supplier

Add a supplier on the Suppliers tab of the Contacts app, with extra addresses and contact people

Open guide

Edit a contact

Open an existing contact in the Contacts app, edit the details and save the changes with Update

Open guide

Assets app

Assets app orientation

Tour the Assets app — products, consumables, fixed and bulk assets, services and labour, plus filters and columns

Open guide

Create a new product

Set up a product definition with its category and serial number types, and create the first item with it

Open guide

Can't Find What You're Looking For?

The manual is growing as we go. Tell us which part of Exequtech OS you'd like walked through next and we'll add the guide.

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