Setup at Intake

At the end of the intake process, you have an opportunity to detail how a customer wants their setup to be configured.

Step 1: On your work order, tap the white "Setup" button atop the page

This will open the Setup Details popup menu.

Step 2: Enter setup details

The Setup Details menu allows you to quickly notate various details about an instrument's setup, including:

• If the instrument should be setup "As Is"
• If setup applies to the instrument (marked as "N/A")
• The target action (in MM, 64th, or Thousandth)
• An option to load your last setup

You'll also notice separate Treble and Bass counters. Simply tap the up or down arrows to record small changes requested by the customer.

Step 3: Tap the green "Save" button

Saving here will create a note in the Invoice Notes containing all of the information you recorded.