Desktop user guide
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- General overview
- Create a new service
- Add a new category
- Add an image about a service
- Create a new custom field
- Create a new custom field group
- Add custom field values
- Assign a custom field to a service
- Add a service discount
- Apply a price zone to a service
- Apply a price zone to a custom field
- Add a custom field value price to a service
- Add a custom field value discount to a service
- Apply a price zone to a custom field value
- Create a products list
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- Add a new booking status
- Create a new form
- Add a new complaint status
- Add a new image type
- Add images to a new booking
- Add a new inquiry source
- Add a new complaint type
- Add a new property type
- Create a new label
- Add a new inquiry option
- Add a new reject booking question
- Fieldworker permissions
- Mobile app flags
- Add a starting number for your bookings, estimates, invoices, and inquiries
- Assignment method
- Add customer property
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- General overview
- View your company’s sales summary chart
- View your personal sales summary chart
- View bookings history
- View automated procedures history
- View recent bookings
- View recent estimates
- View recent invoices
- View recent discussions
- View recent complaints
- View recent emails
- View recent SMS messages
- View recent calls
- View user activity
- View booking amount
- View future bookings
- View past bookings
- View outstanding invoices amount
- View completed bookings
- View inquiries data
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- General overview
- Create a new inquiry
- View inquiry details
- Edit inquiry details
- Convert an inquiry to a booking
- Convert an inquiry to an estimate
- Add/Remove a follow up
- View available fieldworkers
- Find availability for an inquiry
- View nearest bookings
- Contact a customer
- View an inquiry discussion
- Add a comment to an inquiry discussion
- Add a label to an inquiry
- Attach a file to an inquiry
- Send an advertising
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