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WorkTraq Documentation

website·Indexed 30 days ago

https://docs.vicdigitalworks.com/

Documentation for WorkTraq, including guides on the Product Module within the Serviz platform, quotation entry and list management, job lists, and the configuration of selectors.

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What's inside WorkTraq

  3. Overview of Leo-Booking Salon Management Platform

    Leo-Booking is an all-in-one management platform for nail salon owners. It provides tools for appointment scheduling, client communication, staff management, and performance tracking. Key capabilities include smart scheduling, client databases, SMS marketing, loyalty/reward programs, gift card deposits, and business reporting.

  5. POS Main Navigation Menu Overview

    The left sidebar of the POS interface provides access to the following core modules:

    • POS: Primary order-taking screen.
    • Kitchen Orders: Monitoring of food preparation.
    • Process Orders: Tracking orders from processing to serving.
    • Order History: Review of past transactions.
    • Staff: Personnel management.
    • Schedule: Staff scheduling.
    • Self Serve: Customer self-service options.
    • Settings: System configuration.
    • Log Out: Exit the POS session.

  7. Manage company contacts and preferences

    Company management options are accessible via the company settings menu. From this area, you can navigate to the 'Contacts' section to manage company contacts, or access the general preferences menu to manage Overview, Addresses, Locations, Enquiries, Jobs, Tasks, Documents, Quotes, Orders, Shipping, RFQ, Products, Account, Dealer Discount, and Tags.