Help Squad
Articles
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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 ...
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How To Edit An Invoice
Edit invoices by following the directions below.Step By Step Guide 1) First, let's access the invoice section. You can access the invoice section by clicking the invoice tab located in the top main...
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Convert Visits Into Estimates
You can convert a visit into an estimate with just one click. Let me explain what happens when you convert a visit. The system will create a new estimate document, assign it an Estimate ID, and cop...
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Register A New Account
The following steps will assist you with the registration process to start enjoying all the benefits FixerPro has to offer. 1) To start the registration process, visit our website, https://www.fixe...
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Keep Your Online-booking Page Organized With Categories.
Improve your booking rate by organizing your services so the end-user can quickly locate the service they need. You can organize your online booking items by creating categories. Categories are cre...