Getting started

How to start using the Smart145 mobile app
What is MRO in Aviation?
How can I access Smart145?

General

How can I place a customer's account on credit hold?
How can I enter a new Bank account into the system?
How to add shipping services?
How can I grant my customers access to check their requests by themselves?
How to add an online signature to a report?
How Can I Create Employees and Assign Types to Them?
How Can I Compress Files in Order to Upload Them?
How Can I Manage My Dashboard's Reminders?
How Can I Change the Customer's Name in a Report's Address?
Why is it showing Access Forbidden Error when trying to log in to Smart145?
How can I have a personalized email address and sender set up for my company account emails?
How can I register Exchanges Due/Exchanges Owed in Smart145?

FAQ

Can brokers or suppliers use Smart145?
What is the purpose of the Work Order Preview?
Does a closed Work Order show up on the calendar?
How do I manage the General Ledger codes?
How do I get blind copied on my outgoing emails?
What QuickBooks version and plans are more suitable to run with Smart 145?
How can I manage my calendar events?
Why can't I retrieve a vendor I just entered into the system?
How can I print an 8130 report for an inventory part?
How can I add a bank account when creating a check?
Can I manually input CMM codes?
How to create new payment terms?
How to create new Shops
How can I add Manufacturers to the system?
How can I modify a PN´s information after its registration in Smart145?
How can I edit an invoice report?
Why can't I seem to find a Work Order I'm trying to issue some parts to?

Work Orders

How do I issue a part to a Work Order?
How can I have a unit linked to its Component Maintenance Manual?
How can I reopen an invoiced or a closed Work Order?
How is the Work Order Labor calculated?
How to create a WIP section
How to create new Work Order Steps
How can I change a Work Order status from open to quoted?
How can I link a Work Order to a Manual?
How can your customers digitally approve and sign WO quotes?
How to set up automatic WO notifications to your customers?
How can I add jobs to WOs?
How can I un-issue items in the system?
How to get a report of closed WO on a mothly basis?
How can I have an employee training record and no labor record linked to a WO?
How can I attach a manual to a WO?
How can I create a Work Order Sub-Step?
How Can I Get a Notification When Work Order Steps Change?
How Can I Add Component Parts to a Work Order?
How Can I Select Alternates for Work Order Component Parts?
Work Order Prefixes
How can I send reminders to my Customers so they don't forget to sign their quotes online?
System Tags
How can the Work Order Assignment sub-module help me in my daily work?
Can I delete Work Orders in Smart145?
How can I change the name and order of the Work Order Steps?
How can I change the name of the step that my customers see?
Adding Tools to a Work Order
How can I link an Internal WO to its main part from inventory?

Purchase Orders

How to un-receive parts on Repair and Purchase Orders?
How can I cancel a Purchase Order?
How do I receive a part through a Purchase Order?

Sales Orders

How can I keep track and follow up on my sales performance?
Sales Order Overview- Part I
Sales Orders Overview - Part II
How can I sell a part that has been purchased and sent for repair?
How can I add conditions to the list on SO?
Why can´t I seem to find the Enter/Update function on the SO screen?
Why can I not print the reports linked to a SO?
I can't seem to enter/ update an SO and we have recently restocked, thus the quantity should cover the sale. What am I missing?
Do I need to have quantity in Stock to sell a part through a Sales Order?
How to Link a Sales Order to Inventory
How can I populate the Remarks Field in the Sale Order C of C Report?

Inventory

Does Smart145 have Inventory management?
Return Merchandise Autorization (RMA)
How to correct misspellings after a P/N has entered the system?
How can I upload documents to a part under Inventory?
How can I relocate a part in the Warehouse?
Can I modify the quantity in stock for a part, whose shelf life has expired?
How to build an Inventory Kit?
How can I add inventory parts to the system?
How can I print an inventory label?
How can I enter a part in my inventory?
How can I push parts to ILS and Rotabull after integrating my Smart145 account?
Why can't I issue parts to a WO
How to upload a batch to inventory?
How Does the "On WO Repair" Card Work?
How to edit the Quantity of a PN in stock of an order in the Manage Inventory?
How can I delete a Part Number in Smart145?
How can the main part of an Internal WO return to Inventory with the Condition of the Work Performed?

Repair Orders

How can I create a bill from a RO?

Quotes

Can I send out a request for quotation to a supplier listed in Parts Base from Smart 145?
How to upload an excel file with Vendors Quotes?
How Can I Create "Customer Quote" Statuses?
Approving and Signing Quotes Online
How can I respond to RFQ that come from Rotabull?
How can I set an expiration date for a quote to be signed or approved by a customer?

Security

How can I assign permissions to existing roles?
How can I change a user's role?
How can I change my password?
Two-Factor Authentication compatible apps
The Importance of 2-Step Verification: Securing Your Digital Identity
How Can I Implement Two-Factor Authentication in Smart145?
How Can I Grant Specific Permissions to a User and not to the Whole Role?

Accounting

How can I sync my QBO account with Smart 145?
How to create a credit memo and apply it to a customer invoice?
How and Where Can I Print Proforma Invoices in Smart145?
How and Where Can I Print a Commercial Invoice in Smart145?