Intro to Cost Capture

Adding costs manually (inventory) and using receipt capture.

2:23

Recording Costs and Managing Inventory on the Mobile App

Technician experience for adding costs manually and with receipt capture.

1:19

Receipt Review and Correction Process

Review receipt captures made by vendors and techs, and easily make corrections.

0:46

Understanding Shop Rates and Bill Rates

Setting up your shop and bill rates, as well as tailoring other visibility settings.

4:15

Consolidating Line Items for Clarity

Consolidate itemized costs for simplified billing.

2:12

Manager Resources

This video can also be viewed here.

With this setting, a bill in Meld becomes a bill in AF, instead of just becoming billable line items on the work order that accounting must manually convert into a bill. It’s still on the work order, but it’s a full bill linked to the work order that doesn’t require any manual conversion into a real bill.

Coordinator Resources

This video can also be viewed here.

This video can also be viewed here.

This video can also be viewed here.

Technician Resources

This video can also be viewed here.

Accountant Resources

Bills in Meld becomes a bills in AF, instead of just becoming billable line items on the work order that accounting must manually convert into a bill. It’s still on the work order, but it’s a full bill linked to the work order that doesn’t require any manual conversion into a real bill.