RO | OR

Learn how to view key metrics, manage schedules, services, products, and bundles in the My Company section in RO App

General information about My Company section

Learn how to use the Dashboard in RO App to easily monitor work orders, payments, cash flow, and employee workload

Manager Dashboard: key company metrics on one page

How to use a catalog in a mobile application, basic features

Catalog in a mobile application

Xenia

Amalia

Christina

In this section you will learn about the main indicators of the company

My company

What are schedules, timesheets, and time tracking in RO App, and how do they work together?

Employee working hours

Learn how to create and edit schedule and timesheets correctly

How to work with schedule and timesheets

Learn how to start the timer, monitor work hours, and view employee schedules on the go in the RO App mobile app

How to track work schedule in the mobile app

Learn how to work with employee work schedule

Employee hours

Find out how to set up service categories in RO App

Service Categories

Fill in the list of labors and services of the company in RO App

How to create services/labors?

Find out how to set up the List of Services and Labors and what group actions are available in the table

Services And Labors Table

Ability to edit a service or labors in RO App

How to edit services/labors?

Learn how to reprice services and work in RO App — change the markup manually, partially, or in bulk via import

How to reprice services and labors in RO App

Everything about using services in RO App

Services

Learn how to create products in the warehouse and work with the product list

How To Create A New Product?

Find out what information is stored and displayed in the product profile

Product Profile

Find out how to upload the image of the product in RO App

Product Image

How To Edit A Product?

Learn how to streamline your Inventory using product categories

Product Categories

How To Change The Category of The Product?

Learn how to search for duplicate products

How To Find Duplicate Products?

Find out how to merge duplicates of products

How To Merge Duplicate Products?

Find out how to import and export products from the inventory

Importing and Exporting Products

Find out what are the ways to review the prices of the products in the RO App inventory

How To Conduct A Price Review?

Learn about possible reasons for incorrect product import, common errors, and ways to quickly resolve import issues in the system

Why Products Are Not Imported and How to Fix Errors

Learn how to work with products in RO App

Products

Learn how to create a bundle consisting of several products or services to automate adding them to work orders.

How to create and edit a bundle of products or services?

Learn how to quickly perform the same action on multiple bundles of products or services to save time and simplify bulk work

What bulk actions are available for managing bundles?

Structure your work with bundles by creating categories for them to simplify searching and ensure convenient navigation while working

How to create and work with bundle categories?

Learn what bundles are and how to work with them

Bundles

Public API

Publiczne API

Публичный API

Публічне API

API Publique

Öffentliche API

API Pública

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Demo Buchen

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Video Tutorial

Poradniki Wideo

Видео Обучение

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Tutoriel Vidéo

Video-Tutorial

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Tutorial en Vídeo

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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