Help Squad
Articles
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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...
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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...