🗃️ Installation
8 items
📄️ Configuring Invoice Printing
Invoice print forms are configured for each terminal independently. When you have multiple terminals that need the same printing options, you can duplicate the print form settings from one terminal to another.
📄️ Terminal Settings
In EPASS, Terminal Settings allows you to setup individual EPASS configurations (defaults) for computers in your business network. This means that you can set defaults for adding invoices, pickup and delivery locations, and what print, email and text forms can be used. It is best practice to give each EPASS user their own terminal ID but sharing an ID between multiple users can be done.
📄️ Signature Capture
EPASS has developed a fully integrated signature capture system for use in the showroom. It can be emailed to customers or builders so they can sign in their office at their leisure. It is also also good for the delivery staff on the road to capture customers' signatures.
📄️ Payment Transfer Security
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📄️ Security Overrides
You can employ a single password override system or you can employ a user-based override system. The user-based system is more secure and includes logging whereas the single password system is much less strict.
📄️ Dealer/Client Portal
The Dealer/Client Portal is a service that you can provide to your retail customers and/or other local dealers for whom you provide service to their customers. We call it a “portal” but it is really just a website that they can log in to. The primary purpose of the portal is to allow them to see their current/past work orders, or for a dealer to see their customer’s current/past work orders, and to be able to check the status of those work orders.
🗃️ System Maintenance
2 items