Tutorials
Automan Tutorials
First time here? Start with the top card and work down — four tutorials, one sitting, ending with a real repair finished and the money visible. Already running and just looking for one thing? Skip it; the topic library is below.
Learning path
New here? Work through these four in order.
One complete loop: set the shop up, take a unit in, finish it, then watch the money appear in your report. Each stage points at the next.
- Your First Minutes: Sign-Up to Ready for Business Your account is live in under a minute. The rest is six tick-box steps that fill your shop catalogues — the whole thing in one sitting.
- Recording a Repair Intake in Automan Recording an incoming unit at a counter or a workshop: customer, unit identity, accessories, complaint, condition checklist, photos, and estimate.
- The Repair Flow from Intake to Pickup Automan's two repair paths: Quick Add finishing in 1–2 steps for express jobs, and the full 4-step path with work logs as detailed as you need.
- Reading the Lite Financial Reports How to read Automan's lite financial reports: balances per channel, cash flow, receivables and payables, P&L, period filters, and tracing to sources.
Topic library
Already running and just after one thing? It is all below — open what you need, in any order.
Reference — look it up
- Intermediate
Automan Settings Dictionary: What Each Menu Does
A complete map of Automan Store App settings, what each section does, and its effects on transactions, receipts, stock, reports, public pages, and access.
- Intermediate
Manage Store App Modules: Install, Uninstall, Activation
How to manage Automan modules from Module Setting: install/uninstall modules, understand free vs premium modules, and activate premium module tokens.
Each Step in Detail
- Basic
Create an Automan Account and Log In to the Account Panel
How to create an Automan account: click Use Automan free, then sign up fastest with Google, or use email and a six-digit verification code instead.
- Basic
Create a Store App and Claim an Activation Voucher
How to create a Store App from the Account Panel: build the shop application, read its key data, upgrade the plan when needed, and claim promo vouchers.
- Basic
The Business Type Wizard: Six Steps, Almost All Tick-Boxes
Answer one question about the shop you run, and Automan fills in your unit types, fault catalogues, intake checklists, service lists, and product categories.
- Basic
Account Panel, Store App, Modules and Menus Explained
Understand the difference between the Account Panel and Store App, how modules affect menus, and why access rights also control what appears.
- Basic
Repair Master Data and Services
How to fill in unit types, brands, accessories, fault groups, symptoms, checklist items, and the service list with its prices and warranty periods.
- Basic
Product Master Data: Categories, Brands, and Units
How to fill Automan's product master before transactions: categories and sub-categories, brands, units, then create the first products ready for the register.
- Basic
Master Data vs Transaction Data in the Store App
Master data lives in Settings and changes occasionally; transaction data lives in operational menus and is recorded routinely. Learn the distinction.
- Basic
Minimum Automan Setup before the First Repair
Set up the shop identity, owner or admin account, and payment channels before completing master data and recording the first repair in Automan.
Repairs
- Basic
Quick Repair Entry: One Page, Done Before They Sit Down
For work done while the customer waits. One form holding unit, services, parts and payment — and it is either one step or two, depending on a single toggle.
- Intermediate
Work Records: Logging What Was Actually Done
The part of the normal flow most often skipped. One repair may carry many records, and each record brings its own services and spare parts.
- Basic
The Confirmation Stage: Pausing a Job for a Decision
Cost grew mid-repair? Hold the job at Awaiting Confirmation, call the customer, then record the decision. That trail protects you when the bill is questioned.
- Intermediate
Ralat: Correcting a Closed Repair Without Losing the Trail
A mistyped price, a missed part, a wrong discount — on a transaction already closed. Ralat fixes it by storing a version rather than overwriting.
- Basic
How Customers Check Their Repair Status
How to set up tracking codes, QR on receipts, the %URLTRACK% WhatsApp link, and public-info toggles so customers check repair status themselves.
- Basic
The Queue Display: Answer "Is Mine Ready?" Without Speaking
Put a screen in the waiting area, show a repair queue that refreshes itself, and let a voice announcer call customer names out loud as each job finishes.
- Intermediate
Intake and Pickup Receipt Settings
How to shape Automan's repair receipts: intake and pickup templates, printer paper sizes, visible information, header/footer, and test prints.
- Intermediate
Handling Cancelled Repairs
Record a cancelled repair, decide whether used parts return to stock or remain billable, and verify the resulting stock and bill so the history stays traceable.
Inventory
- Intermediate
The Stock Card: Proving Why Your Stock Figure Is What It Is
Every unit in and out carries a recorded origin — purchase, sale, repair, return, stock count, transfer or damage. How to read it when the number looks wrong.
- Intermediate
Buy by the Box, Sell by the Piece: Multi-Unit and Assemblies
One item may carry several units, each with its own price and code. Plus how to build bundles whose stock comes out of their components.
- Intermediate
Variants and Serial Numbers: One Product, Many Identities
Colour, size, capacity, voltage — each variant carries its own stock. And for high-value goods, each unit can be traced down to its serial number.
- Intermediate
Produk Rusak: Claiming Faulty Goods Back Instead of Eating Them
A list that fills itself from returns, holding faulty goods still claimable from a supplier — and why their stock is deliberately not deducted twice.
- Intermediate
Stock Requests: Branches Ask, Head Office Decides
Not the same as a stock transfer. Here a branch submits what it needs, and each line gets its own fate — shipped from the warehouse, bought in, or declined.
- Intermediate
Copy Products & Settings: Open Branch Two Without Retyping
Move the product catalogue, repair rules, buying and selling rules, and receipt templates from an established shop to a new one — with a Preview before anything runs.
- Intermediate
Running a Stock Count in Automan
A repair shop stock-count guide: pick a quiet time, count each product physically, enter the results, read the differences, and adjust stock traceably.
- Intermediate
Registering Salvaged Parts in Automan
A pulled part that still works is an asset. How to register salvaged parts: identity, category, price, and warranty — so their usage leaves a system trail.
- Advanced
Importing Products and Stock from Excel
How to import product data and opening stock from Excel into Automan: the template, key columns, duplicate cleanup, validation, and result checks.
- Intermediate
Transferring Stock Between Your Shops in Automan
Send parts from the branch where they pile up to the branch that ran out. The destination confirms what arrived, and the cost price travels with it.
Purchasing
Sales
- Intermediate
Sales, Inventory, and Receipt Settings
Configure Automan sales defaults, register receipts, and the Inventory Costing Method while understanding the current FIFO and Average implementation limits.
- Basic
Recording Sales at the Register (POS)
How to record parts and accessory sales at the Automan register: pick the customer, find products, set qty and discounts, take payment, issue the receipt.
Returns & Claims
- Intermediate
Repair Returns in Automan
How to handle repair returns: pick the source transaction, the items, restock/damaged/loss condition, refund or replacement, and check the results.
- Intermediate
Recording Repair Warranty Claims in Automan
Customer back with the same complaint while under warranty? How to record a warranty claim: link it to the original job and set the warranty-period policy.
- Intermediate
Handling Sales Returns and Refunds in Automan
How to handle goods coming back from a sale: pick the source receipt, items and qty, restock/damaged/loss condition, refund or same-product exchange.
- Intermediate
Purchase Returns and Supplier Claims
How to turn claimable damaged stock into a supplier warranty claim, from the Damaged Stock pool through to a recorded claim-type purchase return.
Finance
- Basic
Recording Shop Expenses and Operating Costs
How to record shop expenses in Automan: choose the expense category, the date it happened, the amount, and the pocket it was paid from.
- Intermediate
Settling Supplier Payables and Collecting Receivables
How to manage payables and receivables in Automan: read due-date lists, record payments or installments, automatic settled status, and WhatsApp reminders.
- Basic
Cash Transfers: Moving Money Without Losing the Trail
Till cash banked, e-wallet balance withdrawn. Record the movement with its admin fee, attach the proof, and every balance stays reconciled.
- Intermediate
Automatic Payroll and Technician Commission Settings
How to set automatic pay and commissions in Automan: enable commissions, per-employee rules (percent or fixed), the work-log source, through payroll.
Reports & Accounting
- Intermediate
The Repair Dashboard: Patterns Invoices Never Show You
Five breakdowns — brand, customer, fault type, service and spare part — turn a pile of repair jobs into decisions about stock, pricing and technician training.
- Advanced
Enabling the Accounting Module with the Wizard
How to step up from lite reports to full accounting in Automan: the step-by-step wizard, books start date, opening balances, validation, formal statements.
Team & Access
- Intermediate
Setting Cashier and Technician Access Rights
How to separate staff access: create user groups, set Add/Edit/Search/Delete/Print permissions per table, test the role login, and read the activity log.
- Intermediate
The Activity Log: "Who Changed This?" Without Accusing
Every data change leaves a named trail: who, when, which record, and what actually changed. How to use it to fix your process rather than hunt for a scapegoat.
Attracting Customers
- Intermediate
Lead Forms: Catching Customers Before They Drift Away
Build your own form for callouts or price enquiries, run what arrives through a status board you design, and let WhatsApp follow up automatically.
- Intermediate
Promotions and Points: Offers That Do Not Cost You Money
Nineteen kinds of condition, seven kinds of reward. Build an offer aimed at particular people at particular times — then use points to make them come back.
- Intermediate
A Shop Website Without Hiring a Web Developer
Assemble a page from stacked blocks, set colours and order, then install Meta ad tracking — all from inside the application you already use.
- Intermediate
Connecting the WhatsApp Gateway
Connect the shop's WhatsApp number to Automan: create a session, scan the QR, wait for Connected, test it, then configure senders and reminders.
- Advanced
WhatsApp Auto Sender, Auto Responder, and Quick Reply
Automan's advanced WhatsApp features: Auto Sender templates per status trigger, Auto Responder, Quick Reply with the "/" key, and safe-usage practice.
- Intermediate
The Reminder System: 26 Things Automan Remembers For You
Receivables falling due, warranties lapsing, repairs stuck on a shelf, stock running out. Pick the trigger, choose who hears about it, stop relying on memory.
Backup & Data
- Advanced
Back Up Data before a Reset or Big Import
How to make a backup before big changes in Automan: open Backup & Restore, create a fresh backup, note the reason, then run the import/reset.
- Advanced
How to Reset Your Store App Data Safely
How to reset Store App data safely: back up first, pick the data categories to delete, confirm, verify results — a clean start without rebuilding the shop.
Quick help
- Collection
Tips & Tricks
Short, practical habits that speed up daily work: quick-add, priorities, backups, safe WhatsApp blasts.
- Collection
Troubleshooting
Fixes for the most common issues: missing menus, auto logout, delayed WhatsApp, import errors, report numbers.
- Reference
Modules & Menus Catalog
Browse Ready modules, affected menus, dependencies, official pricing, and related setup guides.
- FAQ
Automan FAQ
Honest answers to pre-purchase and operational questions.
Start with the first step
Create your account, prepare the Store App, understand its data, then complete one repair through customer pickup.