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Knowledge base
Getting Started
Using Spraye
3
Quick Start Guide
Admin Dashboard Overview
Commission & Bonus Setup
Your Account
1
Updating Your Profile
Manage Users
2
How To Manage Users
Permissions (Advanced User Management)
FAQs
2
FAQs
Helpful Checklists & Additional Training
Global (Company) Settings
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
1
Zapier Integration Guide
Customers
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
Properties
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
Products
Add a New Product
1
How to Add a New Product
Inventory & Procurement
0
Programs & Services
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
Notes & Tasks
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)
Estimates
Create & Send
2
How to Create & Send Estimates
SignWell E-Signature Integration
Renew
1
Renewals & Bulk Estimates
Email Marketing
Send Mass Emails
1
Send Mass Emails through Spraye
Invoices & Billing
Invoices
6
Creating & Sending Invoices
Discounts & Coupons
Late Fees
Add Bulk Payments
Invoice CSV Download w/ Date Range
View all 6
Manual Invoices
0
Credit Card Processing & Payments
2
How to Setup Credit Card Processing (Online Payments)
Customer Auto-Charge Feature
Group Billing
1
How to Setup Group Billing
Account Credits
1
How to Add Credit to a Customer Account
Scheduling & Routing
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"
Fleet Management
Overview
1
How to Manage Your Vehicles
Verizon Connect Integration
1
Verizon Connect (Verizon Reveal) Integration
Sales & Commisssions
Sales
2
Adding and Managing Prospects
Routing & Completing Sales Visits
Sales Reports
4
Sales Pipeline Summary Report And Sales Pipeline Detail Report
Sales Summary Reports
Commission & Bonus Reports
Marketing / Customer Data Report
Tracking & Reports
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)
Inventory
Overview
2
Getting Started
Inventory Dashboard
Main Features
9
Items
Procurement
Quantity Adjustments
Transfers
Vendors
View all 9