Documentation
Learn how to use every feature of Check-in ARTISAN with step-by-step guides.
Getting Started
Create your account, set up your first field service company, explore the demo environment, and get familiar with the dashboard.
Read guide →Managing Customers
Add and organize customer records with contact details, addresses, internal memos, linked jobs, and invoice history.
Read guide →Managing Jobs
Create rich job profiles with job type selection, site photos, tags, reference numbers, and full intervention history tracking.
Read guide →Site Visits & Calendar
Create site visits linked to jobs and customers, manage your calendar with list and calendar views, configure schedule slots, and use the job backlog.
Read guide →Invoicing & Quotes
Create quotes and convert them to invoices, manage line items with auto-populated pricing, track payments, generate PDFs, send emails, and handle cash operations.
Read guide →Product & Service Catalog
Set up items with automatic tax calculations, organize them into families, configure tax rates with country presets, manage suppliers, and track stock levels.
Read guide →Suppliers & Orders
Keep track of your material suppliers, place purchase orders, receive deliveries, and maintain accurate stock levels -- all from one place.
Read guide →Newsletters & SMS
Build mailing lists, send beautifully formatted newsletters, and track SMS messages to keep your customers informed and engaged.
Read guide →Contacts & Lead Management
Capture inquiries from potential customers, track their status through your pipeline, and convert them into full customer records with a single click.
Read guide →Company Settings
Configure every aspect of your company -- from business details and invoice formatting to your public page, social media links, and opening hours.
Read guide →Plans & Billing
Understand the Free, Solo, and Pro plans, subscribe via Stripe, purchase SMS credits, and manage your billing -- all from the subscription page.
Read guide →API Reference
Use the Check-in ARTISAN REST API to display your company profile, synchronize customers, jobs, site visits, and invoices with your own tools.
Read guide →Customer Portal
Let your customers view their jobs, site visits, and invoices through a dedicated self-service portal -- reducing phone calls and building transparency.
Read guide →