How to add your company info, logo, payment schedule, terms and conditions, etc.
4 articles
How to add/remove users, install the mobile app, clocking in and out, permissions.
3 articles
Importing customers, creating new leads, lead statuses, client activity, etc
4 articles
Creating new projects, pricing and costing, contracts, invoices, production schedule
4 articles
Gmail, Google Calendar, QuickBooks, Zapier, CompanyCam, Payment Processing, Open API
14 articles
How to add automation for emails, texts, to-do tasks, the call queue, and lead status
6 articles
Connect QuickBooks, manage the queue, and create/edit invoices.
6 articles
Manage leads and sources, configure lead statuses, and perform bulk actions.
9 articles
Set up default contract information, collect eSignatures, and add attachments.
4 articles
Manage conversations and create email and SMS templates to build automations.
5 articles
Technical FAQs, resetting passwords, and subscription/account management.
11 articles
Set up time tracking, manage time cards, schedule time off, etc.
8 articles
Instructions for setting up and using our advanced estimating tool.
7 articles
Build estimates, track expenses, use work orders, and customize the project pipeline.
13 articles
Breakdowns of reports, where the data comes from, and how to review the information.
21 articles