Chapter 14
Everyday tasks at a glance
| I want to | Go to |
|---|---|
| Find anything | Ctrl+K, anywhere |
| See what's coming due | Home → Expirations |
| Open a client | Clients, or Ctrl+K and the client's name |
| Leave a note everyone sees on a client | Edit on the client's quick note |
| Add a device | The client's Assets tab → Add asset |
| Write a procedure | The client's Documents tab, or Docs → Knowledge base → New document |
| Work through onboarding | The client's Checklists tab → Start a checklist |
| See a password | The client's Passwords tab, then the eye |
| Give a password to someone outside | The password → Quick share |
| Hand over a file once | Vault → Send → New Send |
| Keep my own login | Vault → My vault → Add |
| Find weak or reused passwords | Vault → Password health |
| Print a QR label | The asset → QR label |
| Send a client their report | Client header → Monthly report, then print to PDF |
| Change my menu layout | Profile & sign-in → Menu |
| Add a technician | Admin → People & access → Add person |
| Reset someone's two-step sign-in | People & access → Manage → Reset sign-in |
| Turn off a leaver | People & access → Manage → tick Disable this account |
| Set up email | Admin → Email & alerts |
| Bring in Hudu or ConnectWise | Admin → Import & export |
| Make a backup now | Admin → System status → Back up now |
| Install an update | Admin → Updates |
| Restart a service | Admin → Services |
| Stop the certificate warning | Admin → Certificate → Download, then install it |