Knowledgebase

Using Spraye 2

• Quick Start Guide
• Admin Dashboard Overview

Your Account 1

• Updating Your Profile

Manage Users 2

• How To Manage Users
• Permissions (Advanced User Management)

FAQs 2

• FAQs
• Helpful Checklists & Additional Training

Overview 24

• Company Details (Global Settings)
• Quickbooks Online Integration (Global Settings)
• Maps and Routes (Global Settings)
• Automated Emails & Text Messaging (Global Settings)
• Customer Account Hold (Global Settings)

View all 24

Quickbooks Online 1

• Quickbooks Online Integration Setup

Zapier Integration 2

• Zapier Integration Guide
• Zapier Integration Training Webinar (Recording)

Add a New Customer 2

• How to Add a New Customer
• Pre-Service Notifications

Text Messaging 1

• Automated Text Message Notifications & Reminders

Customer Portal 4

• Overview
• Branding
• Customer Access
• SMS Opt-In through Customer Portal

Alerts 1

• Alerts for Customer Accounts

Customer "On Hold" 1

• How To Place A Customer Account on Hold

Cancel a Customer 1

• How to Cancel a Customer Account

Communications Log 0

Add a New Property 2

• How to Add Single or Multiple Properties
• Using Latitude & Longitude on the Property Profile

Property Measurement Tool 1

• Measure Map Online Integration

Property Condition Codes 2

• Create Condition Codes in Company Settings
• Add Condition Codes to a Property

Service Areas 1

• Service Areas

Property Zones 1

• Property Zones

Add a New Product 1

• How to Add a New Product

Inventory & Procurement 0

Programs 1

• Creating a Program

Services 8

• Adding a New Service
• Pricing Your Services - Customizable Pricing
• Standalone Services
• Reschedule Reasons
• Reschedule a Service

View all 8

Overview 1

• Main Features

Note Type 1

• How to Add a Note Type

Customer Note 2

• How to Add a New Note to a Customer
• Sales Rep Note

Property Note 1

• How to Add a New Note to a Property (admin view)

Technician Note 1

• How to Add a Note as A Technician While at a Stop (tech view)

Manage Notes & Tasks 1

• How To Manage Notes & Tasks

Service-Specific Notes 1

• How To Add Notes Specific To Each Round/Service (Per Customer)

Create & Send 2

• How to Create & Send Estimates
• SignWell E-Signature Integration

Renew 1

• Renewals & Bulk Estimates

Interactive Estimates 3

• Automated Interactive Estimate Follow-Up Messages
• Interactive Estimates Overview
• View a Sample Interactive Estimate

Send Mass Emails 1

• Send Mass Emails through Spraye

Invoices 6

• Active Invoices Overview
• Discounts & Coupons
• Late Fees
• Add Bulk Payments
• Invoice CSV Download w/ Date Range

View all 6

Manual Invoices 0

Credit Card Processing & Payments 4

• How to Setup Credit Card Processing (Online Payments)
• Customer Auto-Charge Feature
• How to Setup Notifications for Declined Cards and Transactions (Fiserv)
• ACH Payments (FISERV Only)

Group Billing 1

• How to Setup Group Billing

Account Credits 1

• How to Add Credit to a Customer Account

Overview 6

• Technician Workflow
• Unassigned Services
• Custom Tags
• Route By Map (Unassigned Services)
• Editing the Order of a Route

View all 6

Scheduling Features 3

• Days Between Services
• Available/Restricted Days
• Mark Services as "ASAP"

Overview 1

• How to Manage Your Vehicles

Verizon Connect Integration 1

• Verizon Connect (Verizon Reveal) Integration

Sales 3

• Adding and Managing Prospects
• Routing & Completing Sales Visits
• Commission & Bonus Setup

Sales Reports 4

• Sales Pipeline Summary Report And Sales Pipeline Detail Report
• Sales Summary Reports
• Commission & Bonus Reports
• Marketing / Customer Data Report

Financial Reports 2

• Sales Tax Area Report
• Invoice Aging Report

Sales Reports 2

• Customer Growth Analysis Report
• Cancel Report

Business Operations Reports 3

• Available Work Report
• Technician Efficiency Report
• Completed Services Log Report (Compliance Report)

Overview 2

• Getting Started
• Inventory Dashboard

Main Features 9

• Items
• Procurement
• Quantity Adjustments
• Transfers
• Vendors

View all 9