GPS Insight Platform

Schedule and Distribute Jobs, Eliminate Paperwork and Engage Customers to Increase Sales, Send Job and Customer Information to Mobile Device

Video: ServiceBridge High-Level Overview

Best Practises how to Input a new Service, Product, Customer; Narrow down and Filter your Search to Seamlessly Navigate around ServiceBridge

Video: Navigate Around ServiceBridge

Go through how to create Work Order, Schedule, Set Reminder and Add Products and Services

Video: Create a Work Order

Issue Invoice once Work Order is complete

Video: Create Invoice from Work Order

Print Preview Invoice and Send Invoice to Customer via QuickBooks

Video: Print Preview and Send Invoice and to a Customer

Video: Apply Payment to an Invoice

Create a Project (aka multi-visit job) with multiple visits and issue Invoice

Video: Create and Invoice a Project

Take Payments and apply to Work Orders and seamlessly sync to QuickBooks Online

Video: Account Overview

Slice your Revenue, Estimates, Marketing and Accounting Data via Building a Custom Report

Video: Create and Save Custom Report

Manage Company-wide settings via Company Settings

Video: Company Settings Overview

Use Activity Notes and add additional notes to Customer, Estimate, Work Order, Invoice, Project records.

Video: Activity Notes

Product Tours

Introducing SMS Estimated Time of Arrival Notifications

On My Way SMS

Adding Signatures on Jobs (iOS)

Adding Signatures on Jobs (Android)

Getting Started

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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.

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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.

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

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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.

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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.

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