KnowledgeBase

Search or browse in depth articles, software resources and videos on everything about Appward.

Operations

Assets

  • Getting Started with Assets - Organizations frequently rely on manual methods and basic practices for asset management, which leads to error-prone processes and inadequate control over their assets.

Special Events Director

  • Getting Started with Special Events Director - Special Events Director is a companion app to Special Events. It is used to create and manage organized events such as conferences, summits and parties. In this guide, we'll cover how to add, view and manage every detail of your events.

Budgets

  • Getting Started with Budgets - Understanding your organization's finances is not just crucial; it's the cornerstone of sustainable success and growth. With Appward's Budgets app, you gain access to a comprehensive suite of features designed to empower you in every aspect of financial management.

Deliveries

  • Getting Started with Deliveries - Appward's Deliveries app simplifies delivery management. Its user-friendly design and features allow you to track delivery status, customer comments, and communicate with your team effortlessly.  Receive timely updates on delays or successful deliveries through notifications sent directly to your workspace.

Licenses

  • Getting Started with Licenses - Licenses is a purpose-built application designed to efficiently manage and monitor licenses issued to your organization's customers. By overseeing the licenses granted, your organization can effectively monitor customer payments, ensuring adherence to sound business practices and safeguarding financial assets.

Locations

  • Getting Started with Locations - With the Locations app, your organization can designate specific spaces within your premises and define their intended purposes. Whether it’s a room for daily stand-up meetings or a warehouse for shipping products, Locations assists you in compartmentalizing and maintaining control over your business operations. This guide will walk you through the steps of creating a location, managing its details, and integrating them into other apps within your organization. 

Maintenance

  • Getting Started with Maintenance - The Maintenance app is designed to help organizations manage essential work tasks. It's important to complete maintenance tasks at an efficient pace to stay on track and ensure business assets are functioning optimally.

Safety Sheets

  • Getting Started with Safety Sheets - The Safety Sheets app is used to track this documentation for chemicals used within an organization, as well as verify that proper compliance is upheld with regards to training and notification of employees. This guide will cover everything you need to know about Safety Sheets including where to find safety sheet files, how to create new records, how to send approval requests for a safety sheet and where to find the necessary training for a particular chemical or part.

Maintenance Director

  • Getting Started with Maintenance Director - The Maintenance Director app is designed to help organizations efficiently manage essential Work Tasks. To stay on track and ensure your business assets are functioning optimally, it's important to actively manage your organization's one-time or recurring maintenance tasks.

Safety Incidents

  • Getting Started with Safety Incidents - Safety Incidents is an application for keeping track of workplace accidents. This guide will cover everything you need to know about Safety Incidents - from recording a new incident to following up with everyone involved and taking corrective actions based on those incidents. 

Markups

  • Getting Started with Markups - Simplify your project document reviews with Appward’s Markups app. Eliminate the risks of oversights and lack of control inherent in manual processes, especially in complex projects.

Pinpoint

  • Getting Started with Pinpoint - Whether you're in charge of a warehouse, factory, shop, or office, understanding the location and condition of your assets is essential for efficient resource allocation. This guide is designed to help you navigate Pinpoint's features, offering insights into managing personnel, assets, projects, and work orders through a comprehensive, bird's-eye view of your entire business.

Projects

  • Getting Started with Projects - Relying on a paper-based system to manage manufacturing projects not only creates bottlenecks in productivity but also limits your organization's ability to adapt and scale effectively. As project complexity grows, manual management methods become increasingly cumbersome, making it challenging to keep pace with industry changes and evolving project requirements.

Ticket Director

  • Getting Started with Ticket Director - While the Tickets app is designed to track the inquiries that you've made, Ticket Director is designed to manage how you handle incoming tickets. This guide will cover how to add, view, edit and respond to tickets from your customers and internal employees. We'll also cover how to use the Appward API to integrate ticket creation into your web forms.

Purchase Orders

  • Getting Started with Purchase Orders - As the companion app to Purchase Requests, Purchase Orders allows you to efficiently initiate and oversee the purchases made by your organization. This guide will cover everything you need to know about the app including the connection between requests and orders, how to add new orders and the process of following up.

Purchase Requests

  • Getting Started with Purchase Requests - Purchase Requests is an app designed for tracking and managing your company's procurement requests. With this app, you can keep precise oversight of purchase-related activities from request submission to final approval and fulfillment. This guide will cover everything you need to know about the Purchase Requests app, including how to add new requests, gain approval and ultimately put in an order.

Receiving

  • Getting Started with Receiving - The Receiving app is used to document the times, dates and locations of shipments received by your organization. This guide will cover how to follow up on Purchase Orders and receive your ordered items.

Sales Orders

  • Getting Started with Sales Orders - A sales order is a seller's response to a customer's purchase, confirming sale details and indicating intent to fulfill the order. Its primary purpose is to communicate order specifics to internal fulfillment departments. This guide will cover how you can use the Sales Orders app to efficiently manage sales orders, link contacts, sales reps, commission schedules and approvals. It documents order details for seamless, transparent transactions with customers.

Shipping

  • Getting Started with Shipping - Appward's shipping app provides a straightforward, all-in-one solution for efficient shipping management. Shipping works with major carriers like FedEx, allowing you to track shipments in real time and improve your shipping strategist, improving customer satisfaction. 

Special Events

  • Getting Started with Special Events - Special Events is an app designed to manage your company's organized events, such as conferences, summits and parties. In this guide, we'll cover how to add an event, view, edit, archive or delete an event, manage event invites and RSVP to events.

Tickets

  • Getting Started with Tickets - The Tickets app is a powerful application used to create, track and manage the progress of your support inquiries. This guide will cover how to add, view, edit and keep up to date with your tickets and the parties working on them.

Trips

  • Getting Started with Trips - Trips is a dedicated application for efficiently handling travel logistics, bookings, and coordination. It simplifies the management of travel data, expenses, itineraries and traveler profiles across your organization.