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Checklist Feature

November 14, 2019 by admin

  • CRM

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Categories

  • 1. Getting Started (3)
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    • Navigate Mobile App
  • 2.Quick Reference (11)
    • Workflow for Mobile app
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    • Ask for Tip
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    • How to delete an Estimate?
    • How to inactive an Employee?
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    • Invoice / Estimate Settings
  • Add-ons (3)
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  • CRM (7)
    • Invite Customers to access Customer Portal
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  • Dashboard & Reports (1)
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    • How to use Employee app
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    • Employee Clock In - Time Tracking
  • Finance (14)
    • Authorize.net Configuration
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    • How to upsell your services using options estimate
    • How to add Flexible Package estimate?
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    • Store Card on File
    • Ask for Deposit
    • Record Expense from App
    • Invoice / Estimate Settings
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    • Sync with Quickbooks
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  • How To (49)
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    • Estimate Settings - How to
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    • How to delete recurring workorder
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    • Invite Customers to access Customer Portal
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    • How to create Tasks?
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    • Jobs Bird Eye View
    • Request a deposit via Invoice
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    • Schedule Settings
    • Reschedule Work order from Mobile app
    • How to Setup Employee Roles
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    • How to add Recurring Invoice?
    • How to add Markup to the Estimate?
    • How To Install google play on Amazon Fire HD Tablet
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    • Tag a customer to a Group or Source
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  • Online Booking (3)
    • Lead Contact Form
    • Customer Experience booking Online
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  • Online Payment (1)
    • How to store Customer's Card on File?
  • Quickbooks (3)
    • Auto Sync Quickbooks
    • How to Check Quickbooks Sync Errors
    • Quickbooks - Common Sync Errors
  • Reviews (4)
    • How to add Google And Facebook review link
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    • NiceJob Connector
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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

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  • June 23, 2021
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