Texada Knowledge Base

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Texada Knowledge Base

Texada Web

Texada Web

Part of Rental Management

Getting Started

About Super Admins

About Instances

Add A Site to a Document in Texada Web

Help and Feedback

About Texada Web and Texada Mobile

Reset a Password in Texada Web

Clock In and Out of Texada Web

Introduction to the Texada Web Dashboard

About Users in Texada Web and Texada Mobile

About Divisions and Locations

About Customers

Working with Tables

Exporting the Contents of a Table

The View Manager

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Dashboard

The Dashboard Console

The Dashboard Calendar

Tickets

About Tickets

The Delivery Tickets List

The Ticket Scheduling Page

The Task Tickets List

Edit the Origin or Destination Address of a Ticket in Texada Web

The Pickup Tickets List

The Ticket Map

Texada Web and Mobile Ticket Statuses

Create a Ticket in Texada Web

View and Edit a Ticket in Texada Web

Assign and Schedule a Ticket in Texada Web

Close or Cancel a Ticket in Texada Web

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Work Orders

The Work Order List

About Work Orders in Texada Web and Texada Mobile

The Work Order Map

The Work Order Scheduling Page

About Work Order Posting Types

About Work Order Statuses

Create a Work Order in Texada Web

View and Edit a Work Order in Texada Web

Assign and Schedule a Work Order in Texada Web

Download a Work Order as a PDF in Texada Web

Print a Work Order in Texada Web

Email a Work Order in Texada Web

Print a Red or Green Tag for a Work Order in Texada Web

Close a Work Order in Texada Web

What does “May include other technicians tracked time” mean?

The Create / Edit Work Order Page

Work Order Estimates

Create a Work Order Estimate in Texada Web

View and Edit a Work Order Estimate in Texada Web

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Contracts

The Create / Edit Contract Page

Quick-Create a Customer in Texada Web

The Contract List Page

The Contract Calendar

Create a Contract in Texada Web

View and Edit a Contract in Texada Web

View the Electronic Signature Status of a Contract

Electronically Sign a Contract in Texada Web

Product Kits

Product Substitution

Product Exchanges

The Contract Draft List Page

Off Rentals

Missed Rentals

Availability Calendar

Draft Contracts

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Invoices

About Invoices in Texada Web and Texada Mobile

The Invoice List

Create an Invoice in Texada Web

View, Edit, Email and Print an Invoice in Texada Web

Send an Invoice for Payment in Texada Web

Pay an Invoice in Texada Web

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Customers

Configure a Customer Contact to Receive System Emails

Add, Edit, or Delete a Driver's License in Texada Web

Add, Edit, or Delete a Customer Contact in Texada Web

Add or Edit a Site in Texada Web

The Customer List

Create a Customer in Texada Web

View and Edit a Customer in Texada Web

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Returns

The Rental Returns Page

The In-Yard Returns Page

Rental Returns and In-Yard Returns

Process a Return in Texada Web

Inventory

The Asset List Page

The Parts List

The Requested Parts List

The Rental Board

About the Digital Rental Board in Texada Web

Create an Asset in Texada Web

View and Edit an Asset in Texada Web

Create a Part in Texada Web

View and Edit a Part in Texada Web

The Customer Owned Asset List

The Create / Edit Customer Owned Asset Page

Customer Owned Assets

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Operators

The Drivers List

Time Tracker

The Time Tracker Page

About the Time Tracker

Settings

Create a User in Texada Web

The Company Settings Page

The Role Manager

About User Roles and Permissions

The User Menu (Texada Web)

The Division Settings Page

Edit a User in Texada Web

Configure Texada Web to Send System Emails

Custom Fields

The Create / Edit User Page

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Troubleshooting

Error: "Oops, Something Went Wrong…"

Errors When Closing Work Orders in Texada Web

Resolve Work Order Sync Error Messages in Texada Web

Bookings

The Reservations List Page