GPS Insight

Derek Deng

Getting Started

Learn how to set up your company's basic details such as name, website, phone number and address.

Set up your Company Profile

Learn how to create Products, Services and Bundles and how to add these items to a group.

Add Products, Services & Bundles

Add and Activate Personnel

Subscription Management

How to Create a Team

Basic Company Set-up

This article will provide step-by-step instructions on how to download the iOS mobile app.

Download the iOS mobile app

Purge the Data from Your iOS Mobile Device

Download and Connect the Mobile App (Manually) - Android

Purge the Data from Your Mobile Device - Android

Add a Mobile Device

Add Mobile Devices

Create a Customer

Create an Estimate and Assign it to a Field Worker

View an Estimate on a Mobile Device - iOS

View an Estimate on a Mobile Device - Android

Create a Work Order and Assign it to a Field Worker

View a Work Order on a Mobile Device - iOS

View a Work Order on a Mobile Device - Android

Capture Precise Job Coordinates on the Map

Key Features

Get up to Speed with two-way QuickBooks Online sync

Connect to QuickBooks Online

How to Apply for a CardConnect Account

Streamline your Workflow and Invoice your Customer when Work Order is Complete

Invoice a Work Order And Send It to a Customer

How to Apply Payments to an Invoice

Refund a Payment

How to accept payments online with the PayNow portal

How to Connect CardConnect

Accounting and QuickBooks Online

Create Custom Reports

Reports

Join a webinar

Login to ServiceBridge

Find answers and get help from Intercom Support and Community Experts

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