Customizing Business GPS for your Processes

Did you find this article useful?

  • Adding a New Customer

    Login to the dashboard click customers and on the left side there is a button New Customer. Pe...
  • Adding a New Customer Contact

    New Contact To create a new customer contact, open the customer profile in the admin area where you ...
  • Customer Overview

    You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the cust...
  • Send Contact Set Password Link

    Follow these steps if you want to send a set password link to your contact. 1. When creating ne...
  • Customer Reminders

    With Business GPS you have the option to set customer reminders. This option allows you to never for...