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Manage Customers Online

December 27, 2018 by admin Updated: March 27, 2020

  • CRM
  • add, Customer

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Categories

  • 1. Getting Started (3)
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  • 2.Quick Reference (11)
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    • Ask for Tip
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    • How to delete an Estimate?
    • How to inactive an Employee?
    • How to move items?
    • How to set up Online Payment methods?
    • How to Reschedule a work order?
    • How to Resend Invoice?
    • Invoice / Estimate Settings
  • Add-ons (3)
    • Invite Customers to access Customer Portal
    • Virtual Video Estimate
    • Add-ons
  • CRM (7)
    • Invite Customers to access Customer Portal
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    • Manage Customers Online
    • Lead Management through Mobile app
    • Create & Track a Lead
    • Manage Customers through Mobile App
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    • How to use Employee app
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  • Finance (13)
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    • How to upsell your services using options estimate
    • How to add Flexible Package estimate?
    • How to include Payment processing fees
    • Store Card on File
    • Ask for Deposit
    • Record Expense from App
    • Invoice / Estimate Settings
    • Record Payment from app
    • Sending an Estimate from App
    • Create an Estimate
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    • Record a Expense / Mileage
  • How To (43)
    • Invite Customers to access Customer Portal
    • How to store Customer's Card on File?
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    • Jobs Bird Eye View
    • Request a deposit via Invoice
    • How to Setup Call Forwarding for Virtual Number
    • Add Items in bulk to Estimate
    • Schedule Settings
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    • How to Setup Employee Roles
    • How to access Activity Log
    • How to add Recurring Invoice?
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    • How To Install google play on Amazon Fire HD Tablet
    • How to use NiceJob Connector?
    • Markate app Offline Mode
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    • How to add Recurring Work Order?
  • Marketing (12)
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  • Online Booking (3)
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  • Reviews (3)
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  • Schedule & Dispatch (5)
    • How to Create Work Order
    • Change Order Process
    • Schedule Settings
    • How to add Recurring Work Order?
    • Pre Work order Setup

Knowledge Base Articles

  • January 11, 2021
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  • November 30, 2020
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  • November 28, 2020
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  • September 19, 2020
    How to store Customer's Card on File?
  • June 18, 2020
    Virtual Video Estimate

    You can connect via Facebook, Google and Skype

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