Getting Started
How to Send Invoices and Export to your Finance Package
Once you have finished checking your completed jobs, you can send out the invoice. You can either email them directly from AGG SMART, export them to your finance package, or both. First, click on Completed in the Customers / Quotes screen, and set ...
How to Install/Update the AGG NAV Mobile App
The AGG SMART companion mobile app, AGG NAV, is now available on Google Play Store for Android devices. We recommend downloading and installing it from here as it will allow your drivers to automatically update to the latest version of the app, ...
Checking Your First Job
Once you have tracked your first job to completion, it is time to check the details before it is invoiced. The drivers have the function on their app to enter the amount of product that was delivered, and to recalculate the price. In fact, they ...
Tracking Your First Job
Once you have created and sent out your first job, you can now keep an eye on its progress as the driver carries it out. On the shipping screen, you will see the status indicator of the job change as the driver reaches the various stages of the job. ...
Creating Your First Job
Once you have added your first quote, you are ready to create a job from that quote and add it to the Shipping page. Your completed quote should look something like the below, displaying the details that you entered and with a button on the ...
Adding Your First Customer and Quote
The best way to add a customer to AGG SMART for the first time is to use the Quick Quote feature. This allows you to add both the customer and their order simultaniously, and we can then go back and add detail to this later on. Simply click on Quick ...
Signing in to AGG SMART for the First Time
Once you have been set up as a user on AGG SMART, you should receive an email containing your username and password. You should also receive the personalised web address for your company. It will be admin[number].aggsmart.co.uk. If you attempt to log ...