The Tools Dashboard is the landing page for Bizuno’s utilities — the helpers that sit alongside the day-to-day modules: report designer, import/export, backup, email templates, scheduled tasks, and data cleanup. You won’t live here, but you’ll visit every time you need to reshape data or tune how Bizuno runs.

What you can do here #

• Design or tweak reports and printable forms in PhreeForm.
• Bulk-import customers, vendors, inventory, or transactions from a CSV.
• Export data for spreadsheet analysis or hand-off to a CPA.
• Run a manual backup before a risky change.
• Edit email templates used by invoices, POs, statements, and reminders.
• Schedule or run recurring tasks (statements, backups, end-of-day).
• Mass-update fields across many records.

The sub-menu under Tools #

• Dashboard — this screen.
• PhreeForm — designer for every report and printable form in Bizuno.
• Import Manager — CSV import for customers, vendors, inventory, balances, etc.
• Export & Backup — data export and database backup.
• Email Templates — the wording and layout of system emails.
• Scheduled Tasks — recurring jobs (cron-like).
• Custom Fields & Mass Update — add fields to records and edit many records at once.

Who uses Tools most #

Typically the shop owner or admin. Many of these utilities touch data broadly — a bad import or a mis-configured scheduled task can affect every record in the system. Grant Tools access sparingly, and keep a backup before any bulk operation.Important: Every utility on this menu has the power to change or overwrite a lot of data in one stroke. Run a manual Backup immediately before any import, any mass update, or any PhreeForm change you’re not confident about. “Undo” on these screens means “restore from backup.”

When you’ll visit Tools #

• Setting up for the first time — bulk-importing your opening customer, vendor, and inventory lists.
• End of year — exporting data for your CPA.
• When a customer asks for a report you don’t have — PhreeForm.
• When email wording needs to change — Email Templates.
• Ahead of an update or major change — Backup.
• When a repetitive task becomes a chore — Scheduled Tasks.

Tips for Ridgeline Cycles #

• Spend an afternoon early on in the Tools menu. Running one each of PhreeForm, Import, Export, Backup, and Email Templates teaches you most of what you’ll need later.
• Keep a running note of customizations you’ve made — which reports you’ve copied and edited, which email templates you’ve reworded. It shortens the next system review.
• If you’ve got a nightly backup via the Scheduled Tasks module, still trigger a manual backup before any risky change. Belt and braces.

Where to go next #

• PhreeForm — customize a report or an invoice template.
• Import Manager — bulk-load data.
• Export & Backup — run a manual backup right now.