Documentation Sections
Browse the sections below to find guides, tutorials, and reference material for every part of UBOSS.
Getting Started
New to UBOSS? Start here. Learn how to set up your account, configure your business profile, and navigate the platform.
- Creating your account
- Setting up your business profile
- Navigating the dashboard
- Inviting team members
- Configuring roles and permissions
CRM & Customers
Manage your customer database, track interactions, and build better relationships.
- Adding and editing customers
- Customer search and filtering
- Customer groups and tags
- Activity history and notes
- Customer statements
Workshop & Repairs
Track repair jobs from check-in to collection with the workshop module.
- Creating repair job cards
- Status workflow and updates
- Technician assignment
- Customer notifications (SMS/Email)
- Converting repairs to invoices
Invoicing & Quotes
Create professional invoices and quotes, track payments, and manage your billing.
- Creating invoices and quotes
- Customising invoice templates
- Recording payments
- Sending invoices via email
- PDF generation and printing
Inventory Management
Track stock levels, manage suppliers, and stay on top of your inventory.
- Adding products and categories
- Stock level tracking
- Low-stock alerts
- Supplier management
- Stock takes and adjustments
VoIP & Calling
Make and receive calls directly from UBOSS with the built-in softphone.
- Setting up your SIP account
- Making and receiving calls
- Call history and logging
- Click-to-call functionality
- VoIP troubleshooting
Bank Reconciliation
Import bank statements and reconcile transactions with your UBOSS records.
- Importing bank statements (CSV, OFX)
- Automatic transaction matching
- Manual matching
- Reconciliation reports
- Supported banks
Settings & Configuration
Customise UBOSS to fit your business — branding, users, notifications, and more.
- Business profile and branding
- User management and roles
- Email and SMS notification settings
- Invoice numbering and templates
- Data export and backup
Field Service & Callouts
Schedule callouts, dispatch technicians, and track field service work.
- Creating and scheduling callouts
- Technician dispatch and assignment
- GPS location tracking
- On-site photos and completion
- Callout-to-invoice conversion
Point of Sale
Process walk-in sales with the POS terminal — fast, simple, and integrated with inventory.
- POS terminal setup
- Processing sales
- Barcode scanning
- Payment methods
- Daily cash-up and reports
Mobile & Desktop Apps
Access UBOSS on the go with native apps for Android and Windows.
- Installing the Android app
- Installing the Windows desktop app
- Push notification setup
- Offline access and data sync
- VoIP calling from the desktop app
Need Help?
If you can't find what you need in our documentation, our support team is here to help:
- Email: support@uboss.co.za
- Phone: 039 314 4359
- Support hours: Monday to Friday, 08:00 – 17:00 (SAST)
You can also visit our Support page for FAQs and troubleshooting guides.