Tinkari Help — Knowledge Base
Guides and answers for getting the most out of Tinkari. Search by topic, or browse by app below.
Merge fields: personalise your messages
Insert customer, job and invoice details into your templates automatically.
CommsCustomise your message templates in Comms
Browse the template gallery, make your own copies and edit them with merge fields.
BenchDictate notes with AI voice notes
Record a voice note, check the transcript and save it as a note on the step.
BenchAdd photos to a job and scan them with AI
Take or upload photos against each repair step, edit them and ask AI to describe what it sees.
BenchCreate a job and log repair steps
Create a job, assign it, and break the repair into numbered steps with notes.
BenchBench at a glance: jobs, kanban and customers
What Bench is for, what each menu item does and what you can use on each plan.
ScanWork through pick lists in Scan
Pick the items on an order from your phone, tick lines off and confirm the pick.
ScanMove and adjust stock with Scan
Scan an item and a location to move stock or correct a count - and every change is recorded.
ScanScan: look up and move stock with your phone
Use your phone camera to scan item and location QR codes and see what stock is where.
InventoryPrint QR codes for items and locations
Print QR labels for stock items and storage locations so you can scan them with your phone.
InventoryTransactions: the full stock history
See every stock movement - who did it, when, and why - with filters by type.
InventorySales orders, pick lists and invoicing
Raise a sales order, print a pick list, take stock off and create the invoice in CRM.
InventoryAssemblies and bills of materials
Define what an assembly is made from, check you can build it, and build it in one step.
InventoryItem types and spec fields
Record type-specific details such as resistance, voltage or thread size, and filter your stock by them.
InventoryUse tags to organise your stock
Create tag groups like Colour or Material, add tags to items and filter your list instantly.
InventoryReceive, move and adjust stock
Add stock at a location, move it between locations and correct counts - with every change recorded.
InventoryAdd and manage stock items
Create stock items with SKU, cost, low-stock alerts, tags and an item type, then search and filter them.
InventorySet up storage locations
Create nested locations such as Workshop > Cabinet 1 > Drawer 3 so you always know where stock is.
InventoryInventory at a glance: the dashboard and menu
A tour of Inventory - its menu, dashboard and the limits that apply on each plan.
CRMTeam visibility and message branding
Choose what team members can see in CRM, and how your emails to customers are branded.
CRMSend messages to customers from a job
Offer a template email when a job enters a stage, and send invoices or updates from CRM.
CRMShare job progress with the customer portal
Give customers a private link so they can follow their job without logging in.
CRMThe Diary: see your work by day, week or month
A calendar of jobs, activities and recurring work, with week, month and list views.
CRMRecurring jobs: repeat work on a schedule
Set up templates that create job cards automatically - daily, weekly, monthly and more.
CRMNotes, tasks and activities on a job
Keep a record of calls, visits and to-dos against jobs and customers, and decide which notes customers can see.
CRMUse the Kanban board to track jobs
Create jobs, drag them between stages, filter the board and archive finished work.
CRMPipelines and stages: set up how your jobs flow
Create a pipeline, add stages, give each stage default tasks, and decide what customers can see.
CRMCreate and send invoices in CRM
Raise an invoice for a customer or company, track its status and email it using a template.
CRMAdd and manage customers
Create individual and business customers, search for them, and see their jobs, tasks and notes in one place.
CRMCRM at a glance: the dashboard and menu
A tour of the CRM menu and dashboard, and which features come with the Free and paid plans.
Account & BillingManage your subscription and billing
Upgrade, add token blocks, update your card or cancel, from your Tinkari billing page.
Account & BillingInvite your team and give them app access
Invite people to your organisation, set their role and choose which apps each person can use.
Account & BillingPlans, pricing and user tokens explained
What Free, Solo and Pro include, how user tokens work, and how to add more.
Getting StartedInstall Bench and Scan on your phone
Add Bench or Scan to your home screen so they open like any other app - no app store needed.
Getting StartedTry the live demo
Explore CRM, Inventory, Bench and Scan with sample data before you sign up.
Getting StartedCreate your account and sign in
How to sign up for Tinkari, verify your email address and sign in to any app.
Getting StartedWelcome to Tinkari: the apps and how they fit together
A quick tour of the Tinkari apps - CRM, Inventory, Scan, Bench and Comms - and how one login covers them all.