FAQ

Pathfinder

How to sync Google Calendar to your Appointments Calendar?

How to sync Google Calendar to your Job Schedule Calendar?

How to Set Up Reminders for Appointments and Jobs

How to Schedule an Appointment that is not an On-Site Estimate ?

How to Find Your Booking Form Link?

How to customize your Booking Form?

Adding an Attachment Option to the Booking Form

How to Add the Customer Booking Form or Link to Your Website?

How to send a Blast message to specific individuals?

How to Send A Blast Email to Customers in a Specific Deal Stage?

How to send Blasts to the Jobs List?

How to Add a New Stage?

How to Change the Stages Order?

How to Add a New Sequence?

How to Add a New Drip?

How to Edit a Drip

Company Settings: Integrations

How to Generate an Invoice?

How to Manually Generate an Invoice?

How To Invoice for Progress Payments

How to Configure Payment Settings in an Invoice?

How to Add Existing Jobs?

Click Here to Find Our Job Costing Articles

How To Create a Proposal Template

How to Use and Embed Media in Custom Sections

Adding and Managing Notes in a Proposal

How to Add Attachments & Pictures to a Proposal

How to "Remove" an Item From an Accepted Proposal Using the New Change Order Option

How to Turn On/Off Quantity & Price Per Line Item

How to Delete or Archive Deals

How to Reopen a Cancelled Deal

Click here to find all the articles about Production Rates

How To Set Up QuickBooks Integration?

Why QuickBooks not syncing invoices / customers?

How to increase text message deliverability in DripJobs through Twilio with A2P Registration?

How to connect a custom Twilio phone number to DripJobs and route incoming calls to a separate business phone number ?