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Getting Started
Getting Started
27 articles in this collection
Written by
Derek Deng
and
GPS Insight
Basic Company Set-up
Set up your Company Profile
Learn how to set up your company's basic details such as name, website, phone number and address.
Written by
Derek Deng
Updated over a week ago
Add Products, Services & Bundles
Learn how to create Products, Services and Bundles and how to add these items to a group.
Written by
Derek Deng
Updated over a week ago
Add and Activate Personnel
Written by
Derek Deng
Updated over a week ago
Subscription Management
Written by
Derek Deng
Updated over a week ago
How to Create a Team
Written by
Derek Deng
Updated over a week ago
Add Mobile Devices
Download the iOS mobile app
This article will provide step-by-step instructions on how to download the iOS mobile app.
Written by
Derek Deng
Updated over a week ago
Purge the Data from Your iOS Mobile Device
Written by
Derek Deng
Updated over a week ago
Download and Connect the Mobile App - Android
Written by
Derek Deng
Updated over a week ago
Purge the Data from Your Mobile Device - Android
Written by
Derek Deng
Updated over a week ago
Add a Mobile Device
Learn how to add a mobile device
Written by
Derek Deng
Updated over a week ago
Key Features
Create a Customer
Written by
Derek Deng
Updated over a week ago
Create an Estimate and Assign it to a Field Worker
Written by
Derek Deng
Updated over a week ago
View an Estimate on a Mobile Device - iOS
Written by
Derek Deng
Updated over a week ago
View an Estimate on a Mobile Device - Android
Written by
Derek Deng
Updated over a week ago
Create a Work Order and Assign it to a Field Worker
Written by
Derek Deng
Updated over a week ago
View a Work Order on a Mobile Device - iOS
Written by
Derek Deng
Updated over a week ago
View a Work Order on a Mobile Device - Android
Written by
Derek Deng
Updated over a week ago
Capture Precise Job Coordinates on the Map
Written by
Derek Deng
Updated over a week ago
Accounting and QuickBooks Online
Get up to Speed with two-way QuickBooks Online sync
Written by
Derek Deng
Updated over a week ago
Connect to QuickBooks Online
Written by
Derek Deng
Updated over a week ago
How to Apply for a CardConnect Account
Steps to apply for CardConnect
Written by
Derek Deng
Updated over a week ago
Invoice a Work Order And Send It to a Customer
Streamline your Workflow and Invoice your Customer when Work Order is Complete
Written by
Derek Deng
Updated over a week ago
How to Apply Payments to an Invoice
Written by
Derek Deng
Updated over a week ago
Refund a Payment
Written by
Derek Deng
Updated over a week ago
How to accept payments online with the PayNow portal
Written by
GPS Insight
Updated over a week ago
How to Connect CardConnect
Written by
Derek Deng
Updated over a week ago
Reports
Create Custom Reports
Written by
Derek Deng
Updated over a week ago