Start here

Understand the service workflow before entering your first record.

What to do

Open app.zenithron.com and sign in with your invited account. Complete the security step shown by the sign-in service. Check the organization name before entering business information.
Find or create the customer, then the site and installed equipment. A customer is the company receiving service; a site is one of its locations; an installed asset is an individual piece of equipment.
Create a case for the service issue. Add a work order for the equipment and assign an engineer. A case is the overall issue; a work order organizes the work needed to resolve it.
The assigned engineer opens the work order, starts a visit and completes the linked report. Save the draft before leaving the page. Review coverage and approved quotations when relevant.
Record actual labour and parts, complete the visit, obtain the required report confirmation and review billing readiness. Closing the service case does not mean that an ERP invoice has been posted.

Before you continue

One asset can have several separate cases. Keep the displayed case, work-order and report numbers together when discussing a job.

Menus depend on your role and assignment. An empty list means no matching visible records; it is not a demonstration dataset.

If you manage the company, choose Company setup first. The link opens the existing company details form directly. Enter the information you know, review the details and save; use the available unknown options for facts that still need checking.

Questions and troubleshooting

Where should I log in?

Use app.zenithron.com for daily work. The sign-in service may briefly use auth.zenithron.com. Technical administration is separate; ordinary users do not need a Plesk or infrastructure account.

Can I try the system with invented customer data?

Use an agreed training environment. Do not create fictitious records in a live organization merely to explore buttons.

Browse all topics · Resolve a problem

Your industry overview in the cockpit

Cards require a confirmed module selection, appropriate access permissions and the relevant feature enabled by your current plan. No automatic actions are performed.

Choose your cards
Use Settings → Functions and industry to select visible modules. Selection grants no additional permissions.
Read counts and snapshot times
Fleet shows due and uncertain maintenance and open defects. Rentals shows overdue returns and work within the next 24 hours. Each card has its own server snapshot time.
Refresh and open the area
Refresh the card and open its area for details and permitted actions. A displayed read-only mode grants no additional changes.

Why is a card missing?

Check the confirmed module selection, current plan and your permissions. No card with counts is loaded while configuration is unknown or the feature is unavailable.

Why do snapshot times differ?

Areas are queried independently. Compare their server snapshot times and refresh when needed.

Does an error mean zero open work?

No. A loading failure or invalid response is not a zero total. Refresh and heed error messages.

Why can I view but not edit?

Your role may permit reading without permitting changes. The card grants no write permissions; existing role rules still govern changes.

Choose your industry before your functions

During first setup, choose your industry first, then review and extend the suggested functions. Selection organizes your menu but grants no additional permissions or plan features.

Choose an industry
As an authorized administrator, open Settings → Functions and industry. Choose the matching industry or the custom selection if none fits.
Adjust the suggestions
Review the recommended functions. Add others through search or the additional-functions section. A custom selection works without industry recommendations too.
Confirm and save
Confirm and save your selection. Only the confirmed saved configuration controls the menu. You can add or adjust functions later in the same settings.

I cannot change setup

Ask your company administrator to select the industry or requested function. Module selection does not replace role or plan authorization.

My industry is missing

Use the custom selection and choose suitable functions yourself. Empty recommendations do not mean no functions are available.

Configuration will not load

Refresh the view. Unknown or unloaded configuration does not mean your selection was deleted. Do not reset your preferences because of a loading failure.

A function is missing from the menu

Check with your administrator that it was selected and saved. Permissions and plan limits still apply. Hiding a menu item deletes no existing data and changes no access rights.

Due sales tasks in the cockpit

The preview shows up to five of your own due CRM tasks, not a complete total. Existing customer and sales read permissions and the plan entitlement for quotes are required. No additional admin module is needed.

Read the preview and snapshot
Due means the saved deadline is before or exactly at the stated server snapshot time. It does not mean the current calendar day. The preview contains only your own tasks.
Open the task directly
Open an opportunity through its transaction link. Leads can be opened directly only with the additional required permissions. Opening does not complete the task.
View all follow-ups
Open the follow-up overview in Customers. It starts with all timing groups, not automatically with the Due filter. Choose Due and your own or team tasks there as needed. Refresh for a new snapshot.

Are five tasks all open tasks?

No. The preview is limited to five entries and provides no complete total. Use the overview with its load-more controls and filters.

Why does the overview show different tasks?

The preview shows your own due tasks. The overview can show all timing groups and your own or team tasks according to your selection. Check the filters.

Why is a card or link missing?

Check role permissions and plan entitlement with your administrator. A lead link requires additional permissions. The preview grants no new rights.

Does opening or refreshing complete a task?

No. No tasks are automatically completed and no messages are sent. A loading failure does not prove zero tasks; refresh and check the server snapshot time.