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How to Filter Jobs by Insurance, Vehicle, or Technician
Find the jobs you need by filtering for insurer, vehicle, or technician.
Color Codes & Dot Markers: What They Mean and How to Use Them
Use color codes and dot markers to identify job status, urgency, and special requirements.
How to Move Jobs from Planning to Production
Move scheduled jobs from the Planning Board into active production.
How to Schedule a Job on the Planning Board
Schedule incoming jobs on the Planning Board and organize your shop’s workload.
Understanding the Planning Board vs. Production Board
Learn when to use the Planning Board for scheduling and the Production Board for active repairs.
How to Add Users and Set Permissions
Invite team members and set permissions for what each person can see and do.
Helios on Desktop and Mobile: What You Can Do on Each
Compare Helios in your web browser and optional mobile app to choose the right view for each task.
Navigating the Helios Dashboard: A Quick Tour
Get familiar with the dashboard tools for managing jobs, teams, and production.
How to Log In and Set Up Your Helios Account
Log in to Helios, customize your account, and invite your team.