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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Lead Capture Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Claim Booking Ownership
- Contact Fieldworker Regarding Booking
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Delete a Quote
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim ownership of an invoice
- Deleting invoices
- Add Condition Report to Invoice
- Add Complaint to an Invoice
- Add Label to Invoice
- Attach File to Invoice
- Export Invoice as PDF
- View Invoice Payments
- Add Payment to Invoice
- Import new payments
- Assigning Unknown Payments to Invoices
- Removing Incorrectly Matched Payments
- Edit Assigned Invoice for Payment
- Managing Invoice Due Dates
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Industry label
- Fieldworker Email Verification
- Update Fieldworker Bank Details
- Add/Remove Services to Fieldworker Profile
- Fieldworker Travel Radius
- Fieldworker Working Hours
- Manage Fieldworkers Calendars
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker received SMS messages
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Business Email Authentication
- Viewing company information
- Upload company logos
- Adding multiple trading names
- Adding custom location
- Add an invoice logo
- API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Location-Based Price Zones
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Introduction to Custom Fields
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Custom Field Value Addition
- Manage Booking Status List
- Adding a New Complaint / Issue Status
- Manage Issue / Complaint Types
- Manage Lead Sources List
- Manage Decline Job Request Form
- Property Type List
- Create and Manage Labels
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
- Booking Settings Configuration
- Job Fieldworker Assignment Methods
- Add a Starting Number to Bookings, Quotes, Invoices, and Inquiries
- Adding period required field to your inquiry form
Upload company logos
Here you can add your company logo. If your company has a separate invoice and signature logo you can also add those. When you add a logo it will be used on different aspects of the system, depending on the type of logo it is. To upload a logo:
- Go to Settings
- Select Companies Settings
- Click Branding
- Select Logo Upload, Invoice Logo Upload or Signature Logo Upload
- Choose a file
- Click Upload
