How to log into Pinnacle?
Google Chrome is the supported browser for Pinnacle, please use Chrome to ensure Pinnacle runs properly.
Pinnacle
Overview
ImportantGoogle Chrome is the recommended browser for Pinnacle. Firefox is also compatible.
This document explains the steps for adding contacts in Pinnacle. If a contact does not exist in Pinnacle, you must add them with these steps. You are not able to free-form add contact information in other areas of the Pinnacle system.
Navigation
Maintenance > Contacts
Overview
Important Google Chrome is the recommended browser for Pinnacle. Firefox is also compatible
This document outlines steps to take before getting started and tips for using the web browser.
Note: Turn off popup blocker before using Pinnacle in Google Chrome or Firefox.
Turn Off Pop-Up Blocker
In Chrome
Note: These instructions work for both Windows and Mac machines.
Overview
ImportantGoogle Chrome is the recommended browser for using Pinnacle. Firefox is also compatible.
This document explains the steps for entering someone else's time in Pinnacle. Time is based on tasks that are assigned to techs. These tasks are generally related to work orders and pre-orders. After you create a task, select the work order or pre-order the tech worked on and then enter the number of hours they worked. Continue creating tasks for each work order and pre-order they worked on.
Overview
Important Google Chrome is the recommended browser for Pinnacle. Firefox is also compatible.
This document explains the steps for entering your time in Pinnacle. Time is based on tasks that are assigned to you. These tasks are generally related to work orders and pre-orders. After you create a task, select the work order or pre-order you worked on and then enter the number of hours you worked. Continue creating tasks for each work order and pre-order you worked on.
Overview
ImportantGoogle Chrome is the recommended browser for Pinnacle. Firefox is also compatible.
This document provides a reference for navigating in Pinnacle. Examples show what is visible while using the Back Office User role. If you change from one role to another, the available menus and functions change.
Overview
ImportantGoogle Chrome is the recommended browser for Pinnacle. Firefox is also compatible.
This document explains the steps for Crystal reports in Pinnacle. Anyone with Pinnacle access can run Crystal reports.
Navigation
Reports > All Reports
Overview
ImportantGoogle Chrome is the recommended browser for Pinnacle. Firefox is also compatible.
This document explains the steps to run SQL reports in Pinnacle. Only certain Pinnacle roles can run SQL reports.
Navigation
Maintenance> Interactive SQL
Overview
ImportantGoogle Chrome is the recommended browser for Pinnacle. Firefox is also compatible if more than one window is needed.
This document contains tips for using the new Pinnacle web application. The purpose is to highlight differences in the web interface from the desktop version. For more details about navigating and searching in Pinnacle, please see the Pinnacle Navigation Overview.