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Customers

11

Capturing Lead Sources
Creating Recurring Customers
What does the tagging feature do?
Searching & Filtering Customers
How do I get my true customer count?
What kind of customer data can I save?
How do I sync customers with Quickbooks?
How do I import customers from Quickbooks?
How do I edit customer information?
How do I delete a customer?
How do I add a customer?

Routes

9

Planning Your Route
Downloading Your Route
Working With Routes
How do I delete a route?
How do I change a route?
How do I view all of my technicians routes?
Adding a Work Order to a Route
How do I text message my route?
How do I optimize my route?

Calendar

5

Status & Work Orders in Calendar
Filtering Technicians in Calendar
Visualizing The Calendar With Map
Making Changes To The Calendar
How does the Calendar work?

Invoices

8

How do I delete an invoice?
How do I edit an invoice?
How do I download my invoices?
How do I check payments?
Sending the customer an invoice
Adding Products & Services to an Invoice
How do I send an invoice to Quickbooks?
How do I create an invoice?

Visits

5

Confirming a Visit
How do I edit a visit?
How do I download visits?
How do I cancel a visit?
Visits Dashboard Overview

Work Orders

9

Creating work order types
Setting Auto-Pay on Work Orders
Applying discounts to work orders
Adding products to work orders
Adding services to work orders
How do I create invoices for work orders?
How do I download Work Orders?
Difference Between One-Off & Recurring Work Orders
Creating Work Orders

Additional Features

5

Creating a Form
Embedding a Form
Managing To-Do Items
Sending Batch Messages
Managing Complaints

Estimates

8

Customizing message on Estimates
Creating estimate types
How do I download estimates?
Running Estimate Reports
Editing an Estimate
Creating an Estimate
Sending an Estimate
Estimates Dashboard Overview

Projects

9

Creating a project checklist
Assigning team members to a project
How do I archive a project?
How do I delete a list?
How do I edit a list?
Using lists to manage project milestones
How do I create a new list in Projects?
How do I add new project types?
How do I create a project?

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Capturing Lead Sources

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Updated on November 2, 2020

Creating Recurring Customers

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