Opmetrix Help Center

Opmetrix Mobile App (Field User Help)

Help for field users using the Opmetrix App

38 articles in this collection
Written by Jo Richardson, Oliver Huggins, Eion Robb and 3 others

Opmetrix HQ - Overview & Introduction

Overview of how to measure and report performance in Opmetrix HQ

16 articles in this collection
Written by Oliver Huggins, Don Rae, Opmetrix Service Desk and 1 other

Opmetrix HQ - Call Cyles

Setting up, Maintaining and Reporting on Call Cycles

12 articles in this collection
Written by Natasha Sahi and Oliver Huggins

Opmetrix HQ - CRM and Field Team Reporting

Customer and Field Team Peformance Reporting

9 articles in this collection
Written by Don Rae, Natasha Sahi, and Oliver Huggins

Opmetrix HQ - Sales Transactions

Everyting to do with sales including processing, budgets, workflow and reporting

4 articles in this collection
Written by Natasha Sahi, Jo Richardson, and Oliver Huggins

Opmetrix HQ - Survey, Objectives, Retail Execution Modules

Also includes Document Managment and Workday Modules

11 articles in this collection
Written by Don Rae, Oliver Huggins, and Natasha Sahi

Opmetrix HQ - Maps

Location Auditing, GPS Tracking and Map Reporting

5 articles in this collection
Written by Don Rae, Oliver Huggins, and Natasha Sahi

Opmetrix B2B eCommerce

How to configure Opmetrix eCommerce, invite customers and process online orders

10 articles in this collection
Written by Oliver Huggins and Natasha Sahi

Power BI Dashboard and Reporting

Create custom dashboards and reports using Opmetrix and Microsoft Power BI

3 articles in this collection
Written by Oscar Bondai and Oliver Huggins

Opmetrix HQ - Maintenance for Administrators

How to Maintain Lists, Geocode customers, check logs and advanced tech tips

10 articles in this collection
Written by Opmetrix Service Desk, Don Rae, and Oliver Huggins

Opmetrix Mobile App - Maintenance for Administrators

How to configure mobile printers, scanners and help install and support field user devices

12 articles in this collection
Written by Oscar Bondai, Opmetrix Service Desk, and Oliver Huggins

Technical - ERP Integration and Version Release Notes

Accounting Integration specifications and Opmetrix version release documents

30 articles in this collection
Written by Oliver Huggins, Opmetrix Service Desk, Romesh Wijemanne and 1 other