2 topics

Getting started

• The first hour“I've just signed in — what do I do first?”
• Bringing your data across“How do I get my customers and parts out of my old system?”

3 topics

The job

• From a quote to an invoice“How does a job move through MOTION?”
• Voiding and deleting“Why can't I delete this invoice?”
• Changing something that is already processed“Why can't I edit this invoice?”

3 topics

Money

• Taking a payment“How do I take a payment and put it against an invoice?”
• Deposits and money on account“A customer paid before the invoice — where does it sit?”
• Chasing what is owed“Who owes us money, and how overdue is it?”

2 topics

Parts and stock

• How stock on hand is worked out“Why does this part show a quantity I don't recognise?”
• Counting the shelves“How do I do a stocktake without stopping work?”

5 topics

Reports

• The six an auditor asks for“An auditor is coming — what do I give them?”
• Number sequence and gaps“What does the gap report mean, and what is "taken, unused"?”
• The reports you decide with“What made money, and what is standing still?”
• What the stock is worth“How much money is sitting on the shelves?”
• Sending the books to the accounting system“How does the nightly journal reach our accounts package?”

2 topics

Settings and people

• Who can see and do what“How do I stop a mechanic seeing what things cost?”
• Sending a document to a customer“How does a customer get their invoice?”