Knowledge Base
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1. Getting Started
Learn how to get started
3 Articles
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CRM
Learn about Leads/ prospects , Customer Management and Estimates
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Dashboard & Reports
Learn about various reports, Dashboard available
1 Article
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Employee App
Learn how to assign work orders , Time tracking, Location Tracking
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Finance
Learn about Invoicing, Expenses, profit-loss, financial reports
13 Articles
- How to upsell your services using options estimate
- How to add Flexible Package estimate?
- How to setup Payment processing fees
- Store Card on File
- Ask for Deposit
- Record Billable Expense
- Record Expense from App
- Invoice / Estimate Settings
- Record Payment
- Sending an Estimate from App
- Create an Estimate
- Sync with Quickbooks
- Record a Expense / Mileage
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How To
Various tips and tricks of the platform
22 Articles
- File Vault
- How to Setup Google and FB review link
- Route planner
- Sync Google Contacts
- Share a Job
- Sync Your Contacts (iPhone, Android)
- Sync Google Calendar / iCal
- Create Service Items, price list
- Convert Inquiries to Customers
- Accept Facebook bookings
- Use app in the off-line mode
- Hide Quantity, Price
- Pay by Text
- Accept Tip
- Record Payment
- Tag a customer to a Group or Source
- Setup Virtual Number
- Virtual Estimator
- Setup Credit Card Payments
- Customer Notification Settings
- Sync with Quickbooks
- Attach Photos, docs by default
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Marketing
Check out how to use the Marketing features for your business
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Reviews
1 Article
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Schedule & Dispatch
Learn about Work orders, Schedule and Dispatch