Admin & Configuration of the system
Overview This article will explain how to create a hosted Image and use it in an Email Template. Creating a hosted Image Open the Main Menu and scroll down to CONFIGURE. Click Images. Click New. Browse to the image you wish to use and click Open. Once the image has been loaded, click the pencil icon to Read more…
Overview In this article, we’ll explain how to add a Required Document to a Service Admin Requirement. Configure Service Admin Requirements Open the Main Menu and scroll down to CONFIGURE. Click Admin Requirements. Find the Admin Requirement in the list (or add a new one) and scroll over to the Required Document column. Select Read more…
Overview The Sales Date on a Quote is populated when the Quote reaches a configured Status. Once the Sales Date is populated, it will not be automatically overridden. Configure the Quote Status Open the Main Menu and scroll down to CONFIGURE. Click Job Status. In the Job Status list, tick Convert to Sales on Read more…
Overview In this article we’ll explain how to setup sales KPI’s used in the Sales Dashboard. How to configure default Sales KPI’s Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click the Set KPIs button. Set one or more of the following KPI’s for each Sales Category: Min. Conv. % – Read more…
Overview In this article we’ll explain how to setup the system to handle Duplicate Quotes in Sales Reporting. How to configure the Duplicate Filter rule Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Set the Duplicate Filter to one of the options: Show Duplicates – All duplicate Read more…
Overview This article will explain how to configure automated Reminder Dates on Quotes. Configure Reminder Dates Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Input the following settings: Automatic Reminder Period (days) – The number of days from the Quote Date to set the Reminder Date. Read more…
Overview This article will explain how to configure Email Templates. How to configure Email Templates Open the Main Menu and scroll down to CONFIGURE. Click Emails. A list of the configured email templates will be shown. Please note, the following emails are system related: EMAIL1 – Sent via the Quote > Print / Email Read more…
Overview In this article we’ll describe how to add custom text to the Accept Quote web page (when the customer uses the Accept Quote link from the email). Configure the Custom Text Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click Accept Link HTML. Input the text you would like to Read more…
Overview In this article we’ll explain how to set multiple Products as Inactive at once. How to set multiple products to inactive Open the Main Menu and scroll down to CONFIGURE Click Products Apply a filter to the list for the products you wish to set to Inactive. eg: Category Filter = PV SYSTEMS Read more…
Overview The settings page is where you can configure the global settings for the CRM app. Update the CRM Configuration Open the Main Menu and scroll down to CONFIGURE Click Settings Update Service Email Time – This is the time you want the automated emails (email 4 and email 5) Read more…