{"id":307532,"date":"2026-04-17T17:29:23","date_gmt":"2026-04-17T17:29:23","guid":{"rendered":"https:\/\/academy.gestioo.com\/taller\/?post_type=docs&#038;p=307532"},"modified":"2026-04-22T15:21:51","modified_gmt":"2026-04-22T15:21:51","password":"","slug":"manual-practico-de-inicio-en-gestioo","status":"publish","type":"docs","link":"https:\/\/academy.gestioo.com\/taller\/docs\/manual-practico-de-inicio-en-gestioo\/","title":{"rendered":"Manual pr\u00e1ctico de inicio en Gestioo\u00ae"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Gu\u00eda r\u00e1pida para comenzar a trabajar con \u00f3rdenes de trabajo en su taller.<\/p>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Con este manual usted podr\u00e1:\n<ul class=\"wp-block-list\">\n<li>Configurar su taller.<\/li>\n\n\n\n<li>Crear su primer usuario de t\u00e9cnico o mec\u00e1nico.<\/li>\n\n\n\n<li>Configurar sus permisos.<\/li>\n\n\n\n<li>Crear su primera \u00e1rea del taller.<\/li>\n\n\n\n<li>Crear su primera orden de trabajo.<\/li>\n\n\n\n<li>Finalizar su primera orden de trabajo.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Configure su taller.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Aqu\u00ed definir\u00e1 la informaci\u00f3n b\u00e1sica para que el sistema funcione correctamente.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Acceso de ingreso.<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ingresa al men\u00fa lateral; realiza <span class=\"g_clic\"><i class=\"fa-solid fa-arrow-pointer\"><\/i> clic<\/span> en <strong>\u201cCentro de servicios\u201d.<\/strong><\/li>\n\n\n\n<li>Luego realiza <span class=\"g_clic\"><i class=\"fa-solid fa-arrow-pointer\"><\/i> clic<\/span> en <strong>\u201c\u00d3rdenes de trabajo\u201d.<\/strong><\/li>\n\n\n\n<li>Por \u00faltimo, realice clic en <strong>\u00abConfiguraci\u00f3n\u00bb.<\/strong><\/li>\n<\/ol>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1885\" height=\"416\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-24.png\" alt=\"\" class=\"wp-image-308865\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-24.png 1885w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-24-1280x282.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-24-980x216.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-24-480x106.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1885px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><b>Gestioo<sub><small>\u00ae<\/small><\/sub><\/b> lo va a redirigir a: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>El men\u00fa lateral, en \u00ab<strong>Sistema\u00bb<\/strong>.<\/li>\n\n\n\n<li>Luego a <strong>\u00abUsuarios<\/strong>\u00ab.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1891\" height=\"710\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-38.png\" alt=\"\" class=\"wp-image-308885\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-38.png 1891w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-38-1280x481.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-38-980x368.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-38-480x180.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1891px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">All\u00ed deber\u00e1 habilitar en qu\u00e9 sucursales puede operar su usuario en el bot\u00f3n <strong>\u00abSucursales\u00bb.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1890\" height=\"360\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-39.png\" alt=\"\" class=\"wp-image-308886\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-39.png 1890w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-39-1280x244.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-39-980x187.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-39-480x91.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1890px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Habilite las sucursales donde desee tener acceso.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"871\" height=\"285\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-26.png\" alt=\"\" class=\"wp-image-308869\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-26.png 871w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-26-480x157.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 871px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez habilitada la sucursal, ingres\u00e9 nuevamente a:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>En el men\u00fa lateral <strong>\u201cCentro de servicios\u201d<\/strong>.<\/li>\n\n\n\n<li>Luego realiza <span class=\"g_clic\"><i class=\"fa-solid fa-arrow-pointer\"><\/i> clic<\/span> en <strong>\u201c\u00d3rdenes de trabajo\u201d<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1892\" height=\"354\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-27.png\" alt=\"\" class=\"wp-image-308870\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-27.png 1892w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-27-1280x239.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-27-980x183.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-27-480x90.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1892px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Y all\u00ed siga los siguientes pasos:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Configure <\/strong>su rubro.<\/li>\n\n\n\n<li>Opcionalmente, puede <strong>preinstalar <\/strong>marcas de su rubro seleccionado.<\/li>\n\n\n\n<li><strong>Inicie su configuraci\u00f3n.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1895\" height=\"550\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-28.png\" alt=\"\" class=\"wp-image-308871\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-28.png 1895w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-28-1280x372.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-28-980x284.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-28-480x139.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1895px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez que inicie la configuraci\u00f3n, deber\u00e1 por \u00faltimo completar los datos de su sucursal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1893\" height=\"762\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-72.png\" alt=\"\" class=\"wp-image-307712\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-72.png 1893w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-72-1280x515.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-72-980x394.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-72-480x193.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1893px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">En la configuraci\u00f3n de la sucursal:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Complete los <strong>datos <\/strong>de su <strong>sucursal<\/strong>.<\/li>\n\n\n\n<li>Asigne <strong>horarios de atenci\u00f3n <\/strong>si desea un seguimiento m\u00e1s preciso de su taller.<\/li>\n\n\n\n<li>Y por \u00faltimo, seleccione en <strong>guardar<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1888\" height=\"638\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-40.png\" alt=\"\" class=\"wp-image-308887\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-40.png 1888w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-40-1280x433.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-40-980x331.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-40-480x162.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1888px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Y de esta manera ya tendr\u00e1 su taller configurado.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Crear un usuario<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Para crear un nuevo usuario, ingrese en<strong>:<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>El men\u00fa lateral a \u00ab<strong><strong>Sistema<\/strong>\u00ab<\/strong>.<\/li>\n\n\n\n<li>Luego en \u00ab<strong>Usuarios\u00bb<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1884\" height=\"642\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-29.png\" alt=\"\" class=\"wp-image-308872\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-29.png 1884w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-29-1280x436.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-29-980x334.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-29-480x164.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1884px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Y en la parte superior derecha, realice clic en el bot\u00f3n <strong>\u00abCrear\u00bb.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1884\" height=\"642\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-30.png\" alt=\"\" class=\"wp-image-308873\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-30.png 1884w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-30-1280x436.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-30-980x334.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-30-480x164.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1884px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Cree un nuevo usuario y asigne:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nombre y apellido.<\/strong><\/li>\n\n\n\n<li><strong>Correo electr\u00f3nico.<\/strong><\/li>\n\n\n\n<li><strong>Contrase\u00f1a.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"449\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-2.png\" alt=\"\" class=\"wp-image-307572\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-2.png 817w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-2-480x264.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 817px, 100vw\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Crear niveles de acceso<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">En la parte superior derecha, realiza <span class=\"g_clic\"><i class=\"fa-solid fa-arrow-pointer\"><\/i> clic<\/span> en <strong>\u201cNiveles de acceso\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1105\" height=\"457\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-6.png\" alt=\"\" class=\"wp-image-308358\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-6.png 1105w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-6-980x405.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-6-480x199.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1105px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Se desplegar\u00e1 el panel de niveles de acceso creados; luego realiza <span class=\"g_clic\"><i class=\"fa-solid fa-arrow-pointer\"><\/i> clic<\/span> en el bot\u00f3n <strong>\u201cCrear\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1096\" height=\"310\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-31.png\" alt=\"\" class=\"wp-image-308874\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-31.png 1096w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-31-980x277.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-31-480x136.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1096px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Asigne un nombre al nivel de acceso, opcionalmente una descripci\u00f3n, y luego seleccione <strong>\u201cGuardar\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1106\" height=\"269\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-15.png\" alt=\"\" class=\"wp-image-308367\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-15.png 1106w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-15-980x238.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-15-480x117.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1106px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">En la parte inferior se desplegar\u00e1 el listado de permisos configurables, organizados por m\u00f3dulos, y en cada permiso podr\u00e1 configurar:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span class=\"manual_orden_alfabetico\">A<\/span> Acceso<\/strong>: Habilita el ingreso al m\u00f3dulo o funcionalidad.<br><strong><span class=\"manual_orden_alfabetico\">B<\/span> Edici\u00f3n<\/strong>: Permite modificar la informaci\u00f3n del m\u00f3dulo.<br><strong><span class=\"manual_orden_alfabetico\">C<\/span> Permisos internos<\/strong>: Disponibles en algunos m\u00f3dulos, ofrecen mayor control sobre acciones espec\u00edficas.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1065\" height=\"249\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-16.png\" alt=\"\" class=\"wp-image-308368\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-16.png 1065w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-16-980x229.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-16-480x112.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1065px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez definidos los permisos, seleccione <strong>\u201cGuardar\u201d<\/strong>.<br>El sistema mostrar\u00e1 una alerta confirmando que el proceso fue efectuado correctamente.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Asignar nivel de acceso<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez creado el perfil de acceso, edite sus usuarios:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1623\" height=\"450\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-11.png\" alt=\"\" class=\"wp-image-308825\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-11.png 1623w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-11-1280x355.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-11-980x272.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-11-480x133.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1623px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Y aplique el perfil de acceso que corresponda:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"825\" height=\"449\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-12.png\" alt=\"\" class=\"wp-image-308826\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-12.png 825w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-12-480x261.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 825px, 100vw\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Cree un \u00e1rea de trabajo.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Las \u00e1reas permiten organizar el flujo de cada orden en el taller. Previamente, en el sistema ya tendr\u00e1 configuradas las \u00e1reas de&nbsp;<strong>Entrada &#8211; Domicilio &#8211; Reparaci\u00f3n &#8211; Salida<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pasos:<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Ingrese a <strong>configuraci\u00f3n de taller.<\/strong><\/li>\n\n\n\n<li>Luego en <strong>\u00e1reas.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1887\" height=\"536\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-32.png\" alt=\"\" class=\"wp-image-308875\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-32.png 1887w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-32-1280x364.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-32-980x278.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-32-480x136.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1887px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez dentro, podr\u00eda crear las \u00e1reas que usted necesite en su taller realizando clic en <strong>\u00abCrear\u00bb<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1887\" height=\"536\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-33.png\" alt=\"\" class=\"wp-image-308876\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-33.png 1887w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-33-1280x364.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-33-980x278.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-33-480x136.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1887px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez dentro:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Asigne el <strong>nombre <\/strong>del \u00e1rea (Ej.: \u00c1rea de diagn\u00f3sticos) y seleccione <strong>guardar y abrir<\/strong>.<\/li>\n\n\n\n<li>Asigne el <strong>orden <\/strong>en el cual se va a ubicar en su panel de gesti\u00f3n de \u00f3rdenes.<\/li>\n\n\n\n<li>Asigne un <strong>estado <\/strong>por defecto y as\u00edgnele un color (Ej.: En espera, En proceso o finalizado).<\/li>\n\n\n\n<li>Asigne un <strong>responsable <\/strong>que pueda operar en esta \u00e1rea.<\/li>\n\n\n\n<li>Seleccione <strong>guardar y cerrar.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1580\" height=\"858\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-35.png\" alt=\"\" class=\"wp-image-308878\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-35.png 1580w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-35-1280x695.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-35-980x532.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-35-480x261.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1580px, 100vw\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4. Cree su primera orden de trabajo.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez creadas las \u00e1reas del taller, ingres\u00e9 nuevamente en:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>El men\u00fa lateral <strong>\u201cCentro de servicios\u201d<\/strong>.<\/li>\n\n\n\n<li>Luego realiza <span class=\"g_clic\"><i class=\"fa-solid fa-arrow-pointer\"><\/i> clic<\/span> en <strong>\u201c\u00d3rdenes de trabajo\u201d<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1887\" height=\"577\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-42.png\" alt=\"\" class=\"wp-image-308891\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-42.png 1887w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-42-1280x391.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-42-980x300.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-42-480x147.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1887px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez dentro, podr\u00e1 ingresar en la parte superior al bot\u00f3n <strong>\u00abCrear\u00bb.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1887\" height=\"577\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-43.png\" alt=\"\" class=\"wp-image-308892\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-43.png 1887w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-43-1280x391.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-43-980x300.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-43-480x147.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1887px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez dentro, para crear su primera <strong>orden de trabajo<\/strong>, siga los siguientes pasos:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Registre su primer <strong>cliente <\/strong>(si su cliente ya est\u00e1 registrado en el sistema, podr\u00e1 buscarlo por nombre, apellido o n.\u00ba de identificaci\u00f3n).<\/li>\n\n\n\n<li>Registre su primer <strong>equipo o veh\u00edculo<\/strong> (si el veh\u00edculo ya est\u00e1 registrado en el sistema, podr\u00e1 buscarlo por n.\u00ba de patente o placa).<\/li>\n\n\n\n<li>Asigne el <strong>trabajo <\/strong>o <strong>servicio <\/strong>correspondiente.<\/li>\n\n\n\n<li>Seleccione <strong>guardar y abrir<\/strong>.<br><br><div class=\"g_comentario\"><span><i class=\"fa-solid fa-message-quote\"><\/i><\/span>  Opcionalmente, puede completar el resto de la informaci\u00f3n.<\/div><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1880\" height=\"639\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-46.png\" alt=\"\" class=\"wp-image-308901\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-46.png 1880w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-46-1280x435.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-46-980x333.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-46-480x163.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1880px, 100vw\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Y su <strong>orden <\/strong>ya est\u00e1 creada; ahora haga clic en el bot\u00f3n \u00ab<strong>Cerrar<\/strong>\u00bb para poder observar su taller.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"616\" height=\"423\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-47.png\" alt=\"\" class=\"wp-image-308904\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-47.png 616w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-47-480x330.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 616px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Acciones disponibles:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Imprimir A4:<\/strong> Genera la orden en formato A4 para impresi\u00f3n o archivo.<\/li>\n\n\n\n<li><strong>Imprimir ticket: <\/strong>Produce la versi\u00f3n en ticket para impresoras t\u00e9rmicas.<\/li>\n\n\n\n<li><strong>Orden:<\/strong> Abre la orden reci\u00e9n creada para continuar trabajando sobre ella.<\/li>\n\n\n\n<li><strong>Cerrar:<\/strong> Cierra la ventana actual y regresa al panel de gesti\u00f3n de \u00f3rdenes del taller.<\/li>\n\n\n\n<li><strong>Crear nueva orden: <\/strong>Inicia el proceso para registrar una nueva orden desde cero.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">5. Gestione la orden dentro del taller.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Para poder gestionar su orden de trabajo, cierre el panel de nueva orden o vuelva al taller y realice los siguientes pasos:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Visualice <\/strong>el \u00e1rea de <strong>entrada <\/strong>volviendo al <strong>taller<\/strong>.<\/li>\n\n\n\n<li><strong>Identifique <\/strong>su orden de <strong>trabajo<\/strong>.<\/li>\n\n\n\n<li><strong>Mueva <\/strong>la orden al <strong>\u00c1rea de diagn\u00f3sticos<\/strong> desde el bot\u00f3n de <strong>estado <\/strong>o desde <strong>Transferir o mover <\/strong>ubicado en<strong> m\u00e1s opciones.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1612\" height=\"664\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-48.png\" alt=\"\" class=\"wp-image-308905\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-48.png 1612w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-48-1280x527.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-48-980x404.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-48-480x198.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1612px, 100vw\" \/><\/figure>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Asigne el <strong>\u00e1rea <\/strong>a donde va a <strong>trasladar <\/strong>la <strong>orden de trabajo<\/strong>.<\/li>\n\n\n\n<li>Indique en qu\u00e9 <strong>estado <\/strong>se encuentra (Ej.: Diagn\u00f3sticos &#8211; En espera).<\/li>\n\n\n\n<li>Asigne el <strong>t\u00e9cnico<\/strong>\/<strong>mec\u00e1nico <\/strong>responsable.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"638\" height=\"388\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-49.png\" alt=\"\" class=\"wp-image-308907\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-49.png 638w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-49-480x292.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 638px, 100vw\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">6. Visualice la orden en la nueva \u00e1rea.<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Ingrese al <strong>\u00c1rea de Diagn\u00f3sticos<\/strong>.<\/li>\n\n\n\n<li>Identifique su <strong>orden<\/strong>.<\/li>\n\n\n\n<li>Revise el <strong>estado <\/strong>actual. <\/li>\n\n\n\n<li>Y verifique el <strong>t\u00e9cnico\/mec\u00e1nico responsable<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1601\" height=\"564\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-52.png\" alt=\"\" class=\"wp-image-308912\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-52.png 1601w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-52-1280x451.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-52-980x345.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-52-480x169.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1601px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Una vez que el t\u00e9cnico marque la orden como <strong>\u201cFinalizado\u201d<\/strong>, mueva la <strong>orden <\/strong>al <strong>\u00c1rea de salida.<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1607\" height=\"556\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-57.png\" alt=\"\" class=\"wp-image-308919\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-57.png 1607w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-57-1280x443.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-57-980x339.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-57-480x166.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1607px, 100vw\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">7. Entrega del equipo\/veh\u00edculo<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Para poder <strong>finalizar <\/strong>el servicio y entregar el <strong>equipo\/veh\u00edculo,<\/strong> siga los siguientes pasos:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Env\u00ede su orden al <strong>\u00c1rea de salida<\/strong>; <b>Gestioo<sub><small>\u00ae<\/small><\/sub><\/b> <strong>notifica <\/strong>autom\u00e1ticamente a su <strong>cliente <\/strong>v\u00eda <strong>email<\/strong>.<\/li>\n\n\n\n<li>Cuando el <strong>cliente <\/strong>se encuentre en su taller para retirar su <strong>equipo\/veh\u00edculo,<\/strong> <strong>identifique <\/strong>su orden.<\/li>\n\n\n\n<li>Finalice el servicio desde el bot\u00f3n <strong>Entregar<\/strong> (bot\u00f3n azul).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1602\" height=\"553\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-56.png\" alt=\"\" class=\"wp-image-308917\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-56.png 1602w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-56-1280x442.png 1280w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-56-980x338.png 980w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-56-480x166.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1602px, 100vw\" \/><\/figure>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Finalice la orden.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"837\" height=\"441\" src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-84.png\" alt=\"\" class=\"wp-image-307737\" srcset=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-84.png 837w, https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-84-480x253.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 837px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Acciones disponibles:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comprobante de retiro:<\/strong> Genera un comprobante que deja constancia de la entrega del equipo al cliente al finalizar la orden de trabajo.<\/li>\n\n\n\n<li><strong>Factura (ticket o comprobante):<\/strong> Permite generar un ticket o comprobante del pago realizado por el cliente, sin validez fiscal.<\/li>\n\n\n\n<li><strong>Preventivos:<\/strong> Acceso para crear y asociar mantenimientos preventivos vinculados al equipo y al cliente para futuras intervenciones.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Cierre del manual<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Este es el flujo b\u00e1sico para comenzar a trabajar de forma r\u00e1pida y organizada dentro de Gestioo. Una vez que domine estos primeros pasos, podr\u00e1 incorporar funciones m\u00e1s avanzadas que le permitir\u00e1n optimizar a\u00fan m\u00e1s el trabajo diario, mejorar la comunicaci\u00f3n con sus clientes y llevar un control completo de cada proceso dentro de su taller.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A continuaci\u00f3n, encontrar\u00e1 una serie de manuales recomendados para continuar aprendiendo y aprovechar al m\u00e1ximo todas las herramientas que ofrece Gestioo.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Aprovecha al m\u00e1ximo nuestro sistema de Gestioo<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>C\u00f3mo crear y asignar una plantilla de tareas.<\/li>\n\n\n\n<li>C\u00f3mo crear y asignar un diagn\u00f3stico.<\/li>\n\n\n\n<li>C\u00f3mo crear y asignar un preventivo.<\/li>\n\n\n\n<li>C\u00f3mo utilizar la app para t\u00e9cnicos.<\/li>\n\n\n\n<li>C\u00f3mo utilizar la app para clientes.<\/li>\n\n\n\n<li>C\u00f3mo enviar una cotizaci\u00f3n digital y adjuntarla en una orden de trabajo.<\/li>\n\n\n\n<li>C\u00f3mo compartir una orden digital y reportes de la orden de trabajo.<\/li>\n\n\n\n<li>C\u00f3mo administrar productos, stock y servicios.<\/li>\n\n\n\n<li>C\u00f3mo funciona el m\u00f3dulo contable.<\/li>\n\n\n\n<li>C\u00f3mo funciona el punto de venta.<\/li>\n\n\n\n<li>C\u00f3mo asignar permisos de usuarios a mis t\u00e9cnicos.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Gu\u00eda r\u00e1pida para comenzar a trabajar con \u00f3rdenes de trabajo en su taller. Configure su taller. Aqu\u00ed definir\u00e1 la informaci\u00f3n b\u00e1sica para que el sistema funcione correctamente. Acceso de ingreso. Gestioo\u00ae lo va a redirigir a: All\u00ed deber\u00e1 habilitar en qu\u00e9 sucursales puede operar su usuario en el bot\u00f3n \u00abSucursales\u00bb. Habilite las sucursales donde desee [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"<!-- wp:paragraph -->\n<p>Gu\u00eda r\u00e1pida para comenzar a trabajar con \u00f3rdenes de trabajo en su taller.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"start\":1} -->\n<ul start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Con este manual usted podr\u00e1:<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Configurar su taller.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Crear su primer usuario de t\u00e9cnico o mec\u00e1nico.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Configurar sus permisos.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Crear su primera \u00e1rea del taller.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Crear su primera orden de trabajo.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Finalizar su primera orden de trabajo.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list --><\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">1. Configure su taller.<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Aqu\u00ed definir\u00e1 la informaci\u00f3n b\u00e1sica para que el sistema funcione correctamente.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Pasos:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Ingrese a <strong>Centro de servicios \u2192\u00a0\u00d3rdenes de trabajo<\/strong>. Antes de comenzar con su primera orden de trabajo, debe configurar su taller.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307703,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-67-1024x380.png\" alt=\"\" class=\"wp-image-307703\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Gestioo lo va a redirigir a <strong>Sistema \u2192\u00a0Usuarios<\/strong> y all\u00ed deber\u00e1 habilitar en qu\u00e9 sucursales puede operar su usuario.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":307705,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-68-1024x384.png\" alt=\"\" class=\"wp-image-307705\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Habilite las sucursales donde desee tener acceso.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":307706,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-69.png\" alt=\"\" class=\"wp-image-307706\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Una vez habilitada la sucursal, ingres\u00e9 nuevamente a <strong>Centro de servicios \u2192&nbsp;\u00d3rdenes de trabajo<\/strong>  y seleccione su rubro y si desea <strong>preinstalar <\/strong>marcas de equipos o veh\u00edculos relacionados con su rubro.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":307710,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-71-1024x385.png\" alt=\"\" class=\"wp-image-307710\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Una vez que inicio la configuraci\u00f3n deber\u00e1 por \u00faltimo completar los datos de su sucursal.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":307712,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-72-1024x412.png\" alt=\"\" class=\"wp-image-307712\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Complete los <strong>datos <\/strong>de su <strong>sucursal<\/strong>, asigne <strong>horarios de atenci\u00f3n <\/strong>si desea un seguimiento m\u00e1s preciso de su taller y por \u00faltimo seleccione en <strong>guardar<\/strong>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":307714,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-74-1024x389.png\" alt=\"\" class=\"wp-image-307714\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Y de esta manera ya tendr\u00e1 su taller configurado.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\">2. Crear un usuario<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Ingrese a <strong>Sistema \u2192 Usuarios \u2192 Crear.<\/strong><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307571,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-1-1024x370.png\" alt=\"\" class=\"wp-image-307571\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Cree un nuevo usuario.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Asigne:<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Nombre y apellido<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>correo<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Contrase\u00f1a<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list --><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307572,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-2.png\" alt=\"\" class=\"wp-image-307572\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\">Crear niveles de acceso<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>En la parte superior derecha, realiza (clic) en <strong>\u201cNiveles de acceso\u201d<\/strong>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":308358,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-6-1024x424.png\" alt=\"\" class=\"wp-image-308358\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Se desplegar\u00e1 el panel de niveles de acceso creados; luego realiza (clic) el bot\u00f3n <strong>\u201cCrear\u201d<\/strong>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":308366,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-14-1024x338.png\" alt=\"\" class=\"wp-image-308366\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Asigne un nombre al nivel de acceso, opcionalmente una descripci\u00f3n y luego seleccione <strong>\u201cGuardar\u201d<\/strong>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":308367,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-15-1024x249.png\" alt=\"\" class=\"wp-image-308367\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>En la parte inferior se desplegar\u00e1 el listado de permisos configurables, organizados por m\u00f3dulos, y en cada permiso podr\u00e1 configurar:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>[A] Acceso<\/strong>: Habilita el ingreso al m\u00f3dulo o funcionalidad.<br><strong>[B] Edici\u00f3n<\/strong>: Permite modificar la informaci\u00f3n del m\u00f3dulo.<br><strong>[C] Permisos internos<\/strong>: Disponibles en algunos m\u00f3dulos, ofrecen mayor control sobre acciones espec\u00edficas.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":308368,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/03\/image-16-1024x239.png\" alt=\"\" class=\"wp-image-308368\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Una vez definidos los permisos, selecciona <strong>\u201cGuardar\u201d<\/strong>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>[guardado]<br><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><br>Una vez creado el perfil de acceso, edita tus usuarios:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":308825,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-11-1024x284.png\" alt=\"\" class=\"wp-image-308825\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>y aplica el perfil de acceso que corresponda:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":308826,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2026\/04\/image-12.png\" alt=\"\" class=\"wp-image-308826\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">3. Cree un \u00e1rea de trabajo<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Las \u00e1reas permiten organizar el flujo de cada orden en el taller. Previamente en el sistema ya tendr\u00e1 configuradas las \u00e1reas de&nbsp;<strong>Entrada - Domicilio - Reparaci\u00f3n - Salida<\/strong>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Pasos:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Ingrese a <strong>Configuraci\u00f3n de taller&nbsp;\u2192 \u00c1reas \u2192 Crear.<\/strong><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307722,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-75-1024x291.png\" alt=\"\" class=\"wp-image-307722\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Asigne el nombre del \u00e1rea (Ej.: \u00c1rea de diagn\u00f3sticos) y seleccione <strong>guardar y abrir<\/strong>.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Asigne un estado por defecto (Ej.: En espera, En proceso o finalizado).<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Asigne un responsable que pueda operar en esta \u00e1rea.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Seleccione guardar y cerrar.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307574,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-4-1024x556.png\" alt=\"\" class=\"wp-image-307574\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">4. Cree su primera orden de trabajo<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><strong>Pasos:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Ingrese a <strong>Taller de reparaci\u00f3n<\/strong>&nbsp;<strong>\u2192 \u00d3rdenes de trabajo&nbsp;\u2192<\/strong> <strong>Nueva orden<\/strong>.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307725,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-77-1024x334.png\" alt=\"\" class=\"wp-image-307725\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Registre su primer cliente (Si su cliente ya est\u00e1 registrado en el sistema, podr\u00e1 buscarlo por nombre, apellido o N.\u00ba de identificaci\u00f3n).<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Registre su primer equipo o veh\u00edculo (Si el veh\u00edculo ya est\u00e1 registrado en el sistema, podr\u00e1 buscarlo por N.\u00ba de patente o placa).<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Asigne el trabajo o servicio correspondiente.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Seleccione guardar y abrir.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307576,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-6-1024x387.png\" alt=\"\" class=\"wp-image-307576\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:paragraph -->\n<p>Y su orden ya est\u00e1 creada, ahora haga clic en el bot\u00f3n \"<strong>Cerrar<\/strong>\" para poder observar su taller.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":307726,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-78.png\" alt=\"\" class=\"wp-image-307726\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>Acciones disponibles:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>Imprimir A4:<\/strong> Genera la orden en formato A4 para impresi\u00f3n o archivo.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Imprimir Ticket:<\/strong> Produce la versi\u00f3n en ticket para impresoras t\u00e9rmicas.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Orden:<\/strong> Abre la orden reci\u00e9n creada para continuar trabajando sobre ella.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Cerrar:<\/strong> Cierra la ventana actual y regresa al panel de gesti\u00f3n de \u00f3rdenes del taller.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Crear nueva Orden:<\/strong> Inicia el proceso para registrar una nueva orden desde cero.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. Gestione la orden dentro del taller<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><strong>Pasos:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Visualice la orden en el \u00c1rea de <strong>entrada <\/strong>volviendo al <strong>Taller<\/strong>.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Mueva la orden al <strong>\u00c1rea de diagn\u00f3sticos<\/strong> desde el bot\u00f3n de <strong>estado <\/strong>o desde <strong>transferir o mover.<\/strong><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307727,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-79-1024x422.png\" alt=\"\" class=\"wp-image-307727\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Asigne un \u00e1rea y estado (Ej.: Diagn\u00f3sticos - En espera).<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Asigne el t\u00e9cnico o mec\u00e1nico responsable.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307731,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-80.png\" alt=\"\" class=\"wp-image-307731\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">6. Visualice la orden en la nueva \u00e1rea<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><strong>Pasos:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Ingrese al \u00c1rea de Diagn\u00f3sticos.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Revise el estado actual y el t\u00e9cnico responsable.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307732,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-81-1024x354.png\" alt=\"\" class=\"wp-image-307732\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Una vez que el t\u00e9cnico marque la orden como <strong>\u201cFinalizado\u201d<\/strong>, mueva la <strong>orden <\/strong>al <strong>\u00c1rea de salida.<\/strong><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307733,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-82-1024x354.png\" alt=\"\" class=\"wp-image-307733\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">7. Entrega del equipo o veh\u00edculo<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><strong>Pasos:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Al mover la orden al \u00c1rea de salida, Gestioo env\u00eda autom\u00e1ticamente un email al cliente.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>El cliente se acerca a su taller para retirar su equipo o veh\u00edculo.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Presione el bot\u00f3n <strong>Entregar<\/strong> (bot\u00f3n azul).<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307736,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-83-1024x353.png\" alt=\"\" class=\"wp-image-307736\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list {\"ordered\":true,\"start\":1} -->\n<ol start=\"1\" class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Finalice la orden.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":307737,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/academy.gestioo.com\/taller\/wp-content\/uploads\/2025\/12\/image-84.png\" alt=\"\" class=\"wp-image-307737\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>Acciones disponibles:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>Comprobante de retiro:<\/strong> Genera un comprobante que deja constancia de la entrega del equipo al cliente al finalizar la orden de trabajo.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Factura (ticket o comprobante):<\/strong> Permite generar un ticket o comprobante del pago realizado por el cliente, sin validez fiscal.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Preventivos:<\/strong> Acceso para crear y asociar mantenimientos preventivos vinculados al equipo y al cliente para futuras intervenciones.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">Cierre del manual<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Este es el flujo b\u00e1sico para comenzar a trabajar de forma r\u00e1pida y organizada dentro de Gestioo. Una vez que domine estos primeros pasos, podr\u00e1 incorporar funciones m\u00e1s avanzadas que le permitir\u00e1n optimizar a\u00fan m\u00e1s el trabajo diario, mejorar la comunicaci\u00f3n con sus clientes y llevar un control completo de cada proceso dentro de su taller.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>A continuaci\u00f3n, encontrar\u00e1 una serie de manuales recomendados para continuar aprendiendo y aprovechar al m\u00e1ximo todas las herramientas que ofrece Gestioo.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">Aprovecha al m\u00e1ximo nuestro sistema de Gestioo<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>C\u00f3mo crear y asignar una plantilla de tareas<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo crear y asignar un diagn\u00f3stico<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo crear y asignar un preventivo<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo utilizar la app para t\u00e9cnicos<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo utilizar la app para clientes<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo enviar una cotizaci\u00f3n digital y adjuntarla en una orden de trabajo<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo compartir una orden digital y reportes de la orden de trabajo<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo administrar productos, stock y servicios<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>C\u00f3mo funciona el m\u00f3dulo contable<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Como funciona el punto de venta<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Como asignar permisos de usuarios a mis t\u00e9cnicos<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->","_et_gb_content_width":"","inline_featured_image":false,"footnotes":"[]"},"doc_category":[35],"doc_tag":[],"class_list":["post-307532","docs","type-docs","status-publish","hentry","doc_category-introduccion"],"year_month":"2026-06","word_count":1221,"total_views":"106","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Gaston Bravo","author_nicename":"gaston","author_url":"https:\/\/academy.gestioo.com\/taller\/author\/gaston\/"},"doc_category_info":[{"term_name":"Introducci\u00f3n a la plataforma","term_url":"https:\/\/academy.gestioo.com\/taller\/docs-category\/introduccion\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/docs\/307532","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/comments?post=307532"}],"version-history":[{"count":15,"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/docs\/307532\/revisions"}],"predecessor-version":[{"id":308920,"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/docs\/307532\/revisions\/308920"}],"wp:attachment":[{"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/media?parent=307532"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/doc_category?post=307532"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/academy.gestioo.com\/taller\/wp-json\/wp\/v2\/doc_tag?post=307532"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}