Quick Starts by Role
Nobody works all of APEX. These guides cut the product down to your day: each one is a single page with the handful of tasks that job does daily, the screens that matter, and the pitfalls worth knowing on day one. Read yours in ten minutes, then go deeper through the links — every task points into the full guide for that module.
| Your job | Your quick start | Day one looks like |
|---|---|---|
| Shop supervisor, technician, front office | Operator | Running jobs through the shop — stages, holds, material, ship-out. |
| Receiving, stores, warehouse crew | Warehouse | Booking stock in and out — the dock, the bins, the phone app. |
| Sales desk, parts broker | Broker | Turning requests into quotes and quotes into orders. |
| Quality, compliance, auditors | Compliance | Protecting the trace — inspection, documents, vendors, audit answers. |
| CFO, controller, finance | CFO | Reading the books — AR/AP, statements, periods, the operational reports. |
If you’re brand new to APEX, do Getting Started first — it covers signing in, the console layout, language, and roles in about five minutes.