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Software Tutorials

Documents

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Documents Overview

Account Settings

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Account Settings Overview
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Account Settings – Company Settings
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Account Settings – Feature Settings for Install, Quotes, and Orders
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Account Settings – Ref By, Opportunity Pipeline, Workflow Manager, Scheduler and Cover Page
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Account Settings – Product Order Settings
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Account Settings – How to Set up the E mail Signature
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Account Settings – Payment Gateway

Performance Dashboard

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Performance Dashboard Overview
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Reports Dashboard
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Functions of the Sales Target Report
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How to Set Sales Targets

Company Reports

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Reports Overview

Appointment Calendar

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Appointment Calendar Overview
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Appointment Calendar Functions
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Google Sync Tip

Contact Page

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Contact Page Overview
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Contact Page Functions
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Contact Card

Product Settings

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Product Settings Overview
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Activating Products
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Setting Markups and Discounts
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Setting ETA Days

Item Check

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Item Check Overview

Item Settings

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Item Settings Overview
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Activating Fabric
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Price Setup
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Update Fabric Information
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Various Features
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How to Add a Fabric

Opportunity Pipeline

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Opportunity Pipeline Overview
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Statuses and Follow up
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Search Functions
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Quotes Sent Function
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Hiding Ordered Jobs or Lost Leads

Employee Manager

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Employee Manager Overview
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Adding an Employee
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Manage User Levels
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Setting User Levels
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How to Remove a User

Product Deductions

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Product Deductions Overview
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Product Deductions Explainer

Sales Ledger

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Sales Ledger Overview

Workflow Manager

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Workflow Manager Overview
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Proposed Installation Date
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Customer Information
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Booking Measure and Installation
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Order Status
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Ordering Products
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Workflow Installation
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Manage Payments
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Customer E mail
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Create Custom Workflow Pipelines