GPS Insight Platform

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

Supported Browsers & Mobile Operating Systems

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

This article provides details and step-by-step instructions on using Map 2.0.

About Map 2.0

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.