Settings and Configuration | Help Center

Settings and Configuration

6 articles in this collection
Written by Sabrina St. Peter

Setting up ZIP Codes (Zones)

Automatically pre-fill branches, taxes, cities, and states by entering ZIP Code when creating new customer records.

Written by Sabrina St. Peter
Updated over a week ago

Job Custom Fields

Written by Sabrina St. Peter
Updated over a week ago

Add a Mobile Device

Written by Sabrina St. Peter
Updated over a week ago

Products & Services settings

Written by Sabrina St. Peter
Updated over a week ago

Creating Commission Roles

Commission Roles allow applying different commission rates and incentives to each technician and/or sales rep

Written by Sabrina St. Peter
Updated over a week ago

Supervisor Role

User Supervisor Role and empower your users to manage team performance on their mobile devices

Written by Sabrina St. Peter
Updated over a week ago