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Setup

Let's first do a bit of setup!

  • Welcome! Read First
  • Importing from QuickBooks Desktop
  • Importing from QuickBooks Online
  • Adding Company Information
  • Changing the Skin Color/Link Color
  • Miscellaneous
  • Disabling Headers and Footers in Chrome
  • Browser Setup: Firefox
  • Customize Your Invoices
  • Customize Your Estimates
  • Setting your Appt. Time Defaults
  • Creating an Estimate and Invoice Email Template
  • Create & Manage Users/Subusers
  • Set Starting Invoice Number
  • How to Reconnect Your Gmail Sync
  • How to Redirect Twilio SMS Replies to Your Phone or Email

Categories

  • Employees
  • New User InterFace
  • Setup
  • Scheduling & Jobs
  • Prospects
  • App Tutorial
  • Miscellaneous
  • Modifications
  • Customers
  • Estimates & Big Proposals
  • Invoices
  • Automated Emails & Text messages
  • Emails & Email Templates
  • Helpful Tips
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