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Getting Started
Getting Started
Derek Deng avatarGPS Insight avatar
By Derek and 1 other2 authors27 articles

Basic Company Set-up


Set up your Company Profile
Add Products, Services & Bundles
Add and Activate Personnel
Subscription Management
How to Create a Team

Add Mobile Devices


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

Key Features


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

Accounting and QuickBooks Online


Get up to Speed with two-way QuickBooks Online sync
Connect to QuickBooks Online
How to Apply for a CardConnect Account
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

Reports


Create Custom Reports
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