Find customers in your software using the customer list and accompanying filters, or view detailed information about a customer through their profile. Full Video: Customer List and Profile: https://youtu.be/200u8menNGY. Filters enable you to refine y
Pictures are automatically sent with reports unless 'private' is selected. To have all pictures automatically private go to > Settings, > Edit Company, > Visual Cues (at top of page) , check box > Automatically set photos to private by default > Subm
Quote Notes: This text will be displayed on the quote itself and is helpful for adding additional terms to the quote. For example: ‘Chemicals +Parts are not included unless stated’. Message on email: This text will be in the body of the email the cus
Below is a sample email to a customer, Steven Aguirre. Emails will be sent from your designated sales email address and include your company logo. When a customer receives the quote email, he/she will want to click the blue box with the water and ski
Tags are the boxes as seen above called “Quote, Sales Followup, Schedule, etc…”. By checking a box, you can filter the customers which that tag applies to. To filter customers by a specific tag, you can choose the tag to view customers with a similar
You can create multiple appointments, quotes, emails and text messages in one effort by using the bulk functionality. https://youtu.be/v88C-VH_a7Y. Select multiple or all customers then use Actions to select the desired function:.
If you see an error of address not found or coordinates not found on the scheduler, you can manually enter the coordinates to display the correct address on the map. Select Coordinates and visit this link to find the correct value to input: https://l