Help Squad
Articles
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Add, Remove And Email Invoice Attachments
Stay organized and informed with notes and attachments. You can attach related documents, for example, before and after Images, notes, agreements, receipts, and more. This section will go over how ...
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How To Email An Estimate
You can email estimates to your customers with just a few clicks. Once the customer receives the email they have the option to approve or decline the estimate. The job status will reflect their dec...
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What Are Visits Used For?
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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Choose A Subscription Plan
Choose a subscription plan that matched your business needs. Step By Step Guide. 1) First, click on more which is located in the top navigation bar, then select setting from the menu. 1) next, sele...
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How To Change An Technicians Password
This section will cover how to change an technician password. You can only change passwords through the web portal. There are a few things you should know first. Field techs only have access to t...
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Accept Card Payments
With our Stripe integration, you can accept card payment out in the field, your customers can pay their invoices online, and you can take payments over the phone. Get approval instantly. No setup r...
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Locate And View The Estimate PDF
The estimate sent to customers is in a PDF format. If the customer opens the estimate on a mobile device it will look slightly different than the desktop version to compensate for the small screen ...
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Add Notes To Invoices
Keep your team informed with notes. Notes are private and only viewable by Team members. Step By Step Guide 1) First, click on invoices located in the top navigation bar. 2) Next, search and locat...
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How To Unschedule Jobs
Follow the instruction below to unschedule a job. Step By Step Guide 1) First, navigate to the job section. You can access the job section by clicking on the work icon located in the top navigation...
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How To Reschedule A Visit
Step By Step Guide 1) First, click on the work link located in the top navigation, then chose visits from the drop-down menu. 2) Now you're on the visits results page. Search and locate the visit ...