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?
How to integrate PowerBI with Smart145
How to add multiple email addresses to the send by email option?

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 Step Name Visible to My Customers?
Adding Tools to a Work Order
How can I link an Internal WO to its main part from inventory?
How Can I Have High-Priority Work Orders Appear First in the Browser?

Purchase Orders

How to un-receive parts on Repair and Purchase Orders?
How can I cancel a Purchase Order?
How can 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 do I link a Sales Order to Inventory?
How can I populate the Remarks Field in the Sale Order CofC Report?

Inventory

Does Smart145 have Inventory management?
How Can I Record a Return Merchandise Authorization (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?
What is the meaning of the labels from the Warehouse tab?
How Can I Search by the First or Last Characters of a PN in the Inventory Browser?

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 Answer Customers’ RFQs Using the Rotabull Integration?
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?