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Convert Inquiries to Customers

December 28, 2018 by admin

  • How To
  • convert, Customer, Inquiries, leads

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    • Navigate Mobile App
  • 2. Online Payments (15)
    • Wisetack - Enroll for Customer Financing
    • How to set up Online Payment methods?
    • Store Customer Credit Card Securely and Process Payments
    • Authorize.net Configuration
    • How to store Customer's Card on File?
    • How to setup Payment Schedule in Invoice
    • Add Markup to the Estimate?
    • How to add Flexible Package estimate?
    • How to include Payment processing fees
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    • How to move items?
    • How to Reschedule a work order?
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  • Add-ons (4)
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      • How to add photos from CompanyCam on App
      • How to Activate CompanyCam
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    • How to add photos from CompanyCam on App
    • How to Activate CompanyCam
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  • Customer & Lead Management (6)
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    • Multiple Employees Clocking In/ Out on a WO
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    • How to use Employee app
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  • Estimate (10)
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  • How To (42)
    • How to enable CompanyCam in Markate (Video)
    • Merge Customer
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    • How to search by resource id in Quickbooks online
    • How to create Tasks?
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    • Jobs Bird Eye View
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    • How to Setup Call Forwarding for Virtual Number
    • Schedule Settings
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    • Create Service Items, price list
    • Convert Inquiries to Customers
    • Accept Facebook bookings
    • Hide Quantity, Price
    • Pay by Text
    • Record Payment from app
    • Tag a customer to a Group or Source
    • Setup Virtual Number
    • Virtual Estimator
    • Attach Photos, docs by default
    • How to setup Recurring Work Order?
  • Invoice (1)
    • Change Default Invoice Settings
  • Latest! (1)
    • Report Settings > Employee Time Log
  • Marketing (15)
    • Marketing Channel
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    • Run Deals
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    • Design / upload Postcard using designer
  • Online Booking (3)
    • Lead Contact Form
    • Customer Experience booking Online
    • Online Booking Setup
  • Quickbooks (4)
    • Auto Sync Quickbooks
    • How to Check Quickbooks Sync Errors
    • Quickbooks - Common Sync Errors
    • Sync with Quickbooks
  • Reviews (4)
    • How to add Google And Facebook review link
    • How to use NiceJob Connector?
    • NiceJob Connector
    • How to use Ask for Review feature?
  • Schedule & Dispatch (6)
    • How to Edit / Pause/ Cancel the Recurring Work Order
    • How to Create Work Order
    • Change Order Process
    • Schedule Settings
    • How to setup Recurring Work Order?
    • Pre Work order Setup
  • Spanish Help (1)
    • Reloj de entrada y salida

Knowledge Base Articles

  • September 15, 2023
    Multiple Employees Clocking In/ Out on a WO 1
  • September 15, 2023
    Employee Clock In on Work Order
  • September 15, 2023
    Manually Clock In and Out on App
  • August 10, 2023
    Sales Pipeline
  • April 17, 2023
    Reloj de entrada y salida

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