Setup
Let's first do a bit of setup!
- Welcome! Read First
- Importing from QuickBooks Desktop
- Adding Company Information
- Changing the Skin Color/Link Color
- Miscellaneous
- Create & Manage Users/Subusers
- Set Starting Invoice Number
- Customize Your Invoices
- Customize Your Estimates
- How to Reconnect Your Gmail Sync
- How to Redirect Twilio SMS Replies to Your Phone or Email
- Browser Setup: Firefox
- Disabling Pop-up Blockers in Chrome
- Importing from QuickBooks Online in TCF
- Setting Up Time Zone
- Adding and Managing Users
- Work Order Format
- Setting your Appt. Time Defaults
- Setting up Primary Business Profile in Twilio for the A2P Messaging
- Editing or Manually Adding Clock In and Out