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Project Management

2
  • How do I tag a record in a project?
  • How do I create a new project?

Company Management / Billing

8
  • How to setup job SMS messages
  • How to setup job email messages
  • How do I update my billing details?
  • How do I add an item to my service catalogue?
  • How do I design a new form?
  • How do I change the Daily Summary send time?
  • How do I use a Bulk Action?
  • How do I add more Seats to my plan?

Customer Management

8
  • How to invite a customer to the Customer Portal
  • How do I update a Contact?
  • How do I add a new Contact?
  • How do I view a customer’s email history?
  • How do I submit a form against a customer?
  • How do I add a communication to a customer?
  • How do I update a customer’s details?
  • How do I add a new customer?

Financial

5
  • How to insert a line break total in quotes/invoices
  • How do I update my default invoice payment details?
  • How do I add a line item with a custom tax rate?
  • How do I use my service catalogue in Quotes and Invoices?
  • How do I add a new invoice?

Integrations

3
  • How do I integrate with Sage?
  • How do I integrate with QuickBooks?
  • How do I integrate with Xero?

Job Management

7
  • How to enable job completion reminders
  • How do I add a new job category?
  • How to add a new contact on the Scheduler?
  • How do I update a job source?
  • How do I add job sources?
  • How do I unallocate a Job?
  • How do I add a new job?

User Management

6
  • How do I change my email preferences?
  • Resending a User Invitation
  • How do I change my profile picture?
  • Deactivating a User
  • Onboarding Your Team
  • Getting Started
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Project Management

  • How do I tag a record in a project?
  • How do I create a new project?
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