Contents

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1. 1 Application Setup Wizard
2. 2 B2B Order Entry Wizard
3. 3 B2C Order Entry Wizard
4. 4 Orders Section
5. 5 Emails Section
6. 6 Search Section
7. 7 Calendar Section
8. 8 Accounting Section
9. 9 Reports Section
10. 10 Manage Section
11. 11 Preferences Section
12. 12 Switching Companies

*While Viewing Screen Shots Click The Image To Enlarge

Our help and support wiki is updated just about every day to help users understand the service CRM application and how it functions. There are many features that can help run your business more efficient such as automated emails, newsletters, confirmations, and more. Below is a list of different sections of the navigation. We recommend reading the entire wiki however you can also skim through select topics where you need to obtain more information on.

Application Setup Wizard

This section will help guide you through the setup wizard.
Learn more.

B2B Order Entry Wizard

The B2B order entry wizard is tailored to businesses that do scheduling with other businesses. Through out the order flow you will…
Learn more.

B2C Order Entry Wizard

The B2B entry wizard allows you to enter and keep track of information that is important to your business. If you need to make changes as you go the navigation tabs provide access to different areas of the work flow.
Learn more.

Orders Section

The Orders Section allows you to view All of your orders, or you can break your view down to just Confirmed, Pending, Completed or Canceled orders.
Learn more.

Emails Section

The Email Section displays information about your Sent, Pending and Canceled Emails, while also allowing you to keep up on your worker confirmation emails and custom email messages.
Learn more.

Search Section

The search section provides a means to search for your orders. You can choose to search based on three main categories, Order Information, Job Location and Date Range.
Learn more.

Calendar Section

The Calendar Section is linked to your appointments and mail.
Learn more.

Accounting Section

The accounting Section provides a place to perform all of your companies accounting tasks. You will be able to post payments to orders, reconcile those payments, view all accounts receivables, view outstanding CODs, perform payroll tasks and more.
Learn more.

Reports Section

The reports section currently allows you to generate referral source and brinks PDF reports based on your selections. You can use the Save Selected Preferences button to save and use the same selections for future use.
Learn more.

Manage Section

The Manage Section allows you to get a birds eye view of your business while allowing you to edit and manage all of your Workers, Companies, Services and Fees.
Learn more.

Preferences Section

The Preferences Section allows you to change company specifics such as your hours of operation, email options, accounting preferences, site navigation and order preferences.
Learn more.

Switching Companies

If you operate more than one company switching between them is easy.
Learn more.