Help Squad
Articles
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How To Create A New Visit
Visits are used to schedule an onsite assessment to collect more information before starting a job. After the assessment is completed, you can convert the visit into an estimate or a job with just ...
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How To Create An Estimate
Step By Step Guide 1) You can create a new estimate quickly by clicking the + New button " located in the top right corner of the page, next choose "estimate" from the drop-down menu. 2) The n...
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How To Generate An Invoice
Step By Step Guide1) To generate an invoice, navigate to the job section by clicking the "work" link located in the top navigation bar then choose "Jobs" from the drop-down menu. 2) Now that ...
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How To Create A Job
This tutorial will explain how to create a new job, add line items, choose a tax rate, add a discount, and dispatch the job to a team member. Step By Step Guide 1) To create a new job, click on ad...
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Add Online-booking Items.
You can add new items to your online booking page by following the instructions below. Keep in mind all online booking items are created and stored in your price List. 1) First, navigate to the Pri...
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Customer Email & SMS Notification
What you should Know What are customer notifications? Notifications are automated messages that are delivered through email and text messages. They are used to communicate with your customers. Do I...
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Customer Profile Page Overview
Each customer has their own profile page that contains records similar to a filing cabinet: All visits, estimates, jobs, invoices, payments, property locations, notes, and attachments are neatly or...
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My Funds
If you plan on accepting card payment through our integrated partner, then this is the area where you can set that up and view the transaction history. How long does it take to get approved? New ac...
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Viewing Job Activity
The activity feed logs every step taken during the job cycle, starting with the job creation date through the final payment. Step By Step Guide 1) First, click on the work icon then chose jobs from...
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How to Approve / Decline An Estimate
Approved and declined are considered a status. The status displays the last action taken. Status serves as a tool to keep you informed throughout the job cycle. When you send an estimate via email ...