Help Squad
Articles
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How To Cancel A Job
Step By Step Guide1) First, navigate to the jobs section which is located in the top navigation bar, then choose jobs from the drop-down menu. 2) Next, search and locate the job you intend to can...
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How To Cancel A Visit
Step By Step Guide 1) Navigate to the visits section by clicking my work located in the top navigation bar, then choose visits from the menu. 2) Now you're in the visit section. Search and locate ...
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Add/ Edit Company Information
Add and edit your company information by following the simple steps below. Your company information which included company name, address, email, and phone number will display on all customer notif...
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Set Up Your Price List
Create a master list of your companies services and the material and parts used, and the price associated. You can even create categories to stay organized. What are the benefits? The price list ke...
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How To Add Notes To Visits
Keep your team well informed with notes. Keep track of gate and alarm codes, add special parking instruction, and more. Notes are private and only viewable by Team members.Step By Step Guide 1) Fir...
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Estimate Activity Feed
The activity feed logs all actions taken during the estimate cycle. All actions are time-stamped and include the employee responsible for the action. Step By Step Guide 1) Start by navigating to t...
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Restore Archived Jobs
Step By Step Guide1) First, locate the job you wish to restore. To do so, click on the work icon located in the top navigation bar, then choose jobs from the drop-down menu. 2) Next, click on the ...
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Visit Activity Feed
The activity feed records all actions taken during the visit cycle. All actions are time-stamped and include the employee responsible for the action. Step By Step Guide 1) To view, the activity of ...
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How To Archive Estimates
Step By Step Guide 1) To archive, an estimate, start by navigating to the job section. To do so, click on the work section located in the top navigation bar, then choose estimates from the drop-do...
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How To Archive Jobs
Step By Step Guide1) To archive, a job, start by navigating to the job section. To do so, click on the work icon located in the top navigation bar, then choose jobs from the drop-down menu. 2) Nex...