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Login to the dashboard click customers and on the left side there is a button New Customer.
Permissions – Views this customer will have in the customer portal...
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You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the customer edit button, and on the right side you can view all customer activity to your company, also there is an option Login as c...
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Follow these steps if you want to send a set password link to your contact.
1. When creating new contact
When you are adding a new contact only check the field Sent SET password link and not fill the password fi...
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With Business GPS you have the option to set customer reminders. This option allows you to never forget anything about your customers.
Setting customer reminders is very easy navigate to the customer profile from the admin area and click on...
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Bill your customers faster using subscription billing. Subscription payments are provided via Stripe, you will need to have an active Stripe account to use this feature.
Please note that the subscriptions ...
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New Contact
To create a new customer contact, open the customer profile in the admin area where you want to create the contact ...
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We assume that you already have created the proposal. Click on the mail icon from the right side and a popup with with the preview email template will be shown.
You can include the proposal link inside the email template and let your custom...
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If you don't want to give permission VIEW for all staff members to be able to see all customers you can assign ...
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Items is Business GPS feature that will allow you to create predefined items which will speed up t...
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Create recurring invoice
When you add/edit an invoice you have an option to set this invoice to...