Help Squad
Articles
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Verify Your Company Information.
Double-check to ensure your company information is accurate. Your company information which included company name, address, email, phone number, and website URL will display on all customer notific...
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A List Of All Your Customers
Customers are organized into two basic categories: Homeowner and Business. Customers can easily be accessed by following the instruction below 1) To view a complete list of your customers, Select t...
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How To Add Job Notes.
Keep your team well-informed throughout the job cycle with notes. For example, you can add gate and alarm codes, special parking instruction, is their animal on location, etc. Notes are private and...
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Edit Technician Information
You can edit technician information quickly by following these simple instructions.Step By Step Guide 1) Access the technician section by clicking on the More icon located in the top navigation the...
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Convert An Estimate Into A Job
You can convert an estimate into a job with just one click. Let me explain what happens when you convert an estimate. The system will create a new job document, assign it a job number, and copy all...
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Locate And View Invoices
1) To locate and view an invoice, click on the invoices icon located in the top navigation bar. 2) Now that you're in the invoices section, search and locate the invoice to wish to view and click ...
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Convert A Visit Into A Job
You can convert a visit into a job with just one click. Let me explain what happens when you convert a visit. The system will create a new job document, assign it a job number, and copy all the cus...
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Add Your Terms & Conditions
Terms & Conditions are rules that customers must comply with in order to use a service, a disclaimer, or as a way to protect your company in the event of a legal dispute. Your companies terms and c...
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Add / Remove Technician Attachments
With attachments, you can store important technician-related documents, for example, a job application, Drivers license, SSN card, or tax-related documents. Step By Step Guide 1) First, click on th...
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How To Add, Remove And Email Job Attachments
Stay organized and informed with notes and attachments. You can attach related job documents, for example, before and after photos, job notes, agreements, receipts, and more. This section will go o...