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Edit email, sms, and voice templates; set up your automation; agreements, color themes, company info, tax codes, integrations
By David and 2 others3 authors39 articles
- Adding New Customers Without Assigning A Time Slot.
- How do I edit an agreement Template?
- How do I add additional contracts / agreements?
- How do I add additional service frequencies to my agreements? I am trying to set up some new agreements but for some reason when trying to add a new agreement, I am ONLY given service freq of: weekly, one-time, bi-weekly and tri-weekly.
- We have a paper contract on file for the customer. How do I update the system so it says that the agreement has been signed?
- How do I change my company or branch name?
- How do I get the company phone number on our invoices and unpaid summaries?
- Where do I go to upload a new logo?
- What dimensions should my logo image be?
- Edit Bulletin
- How do I add tax codes?
- How to change or replace a tax code for all customers to a new tax code.
- User Roles & Permissions