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Knowledge base
Getting Started
Using Spraye
3
Quick Start Guide
Admin Dashboard Overview
Commission & Bonus Setup
Your Account
2
Updating Your Profile
How To Manage Users
FAQs
0
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
0
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
3
Overview
Branding
Customer Access
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
1
How to Add Single or Multiple Properties
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
Products
Add a New Product
1
How to Add a New Product
Inventory & Procurement
0
Programs & Services
Programs
1
Creating a Program
Services
5
Adding a New Service
Pricing Your Services - Customizable Pricing
Standalone Services
Reschedule Reasons
Reschedule a Service
Notes & Tasks
Overview
1
Main Features
Note Type
1
How to Add a Note Type
Customer Note
1
How to Add a New Note to a Customer
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
1
How to Create & Send Estimates
Renew
1
Renewals & Bulk Estimates
Invoices & Billing
Invoices
5
Creating & Sending Invoices
Discounts & Coupons
Late Fees
Mark Multiple Invoices Paid
Invoice CSV Download w/ Date Range
Manual Invoices
1
Create Manual Invoices for a Single Customer
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
5
Creating and Editing Routes
Technician Workflow
Unassigned Services
Custom Tags
Route By Map (Unassigned Services)
Ideal Scheduling Window
1
Days Between Services
Fleet Management
Overview
1
How to Manage Your Vehicles
Sales & Commisssions
Sales
2
Adding and Managing Prospects
Routing & Completing Sales Visits
Sales Reports
3
Sales Pipeline Summary Report And Sales Pipeline Detail Report
Sales Summary Reports
Commission & Bonus Reports
Tracking & Reports
Labor Reports
2
Available Work Report
Technician Efficiency Report
Sales Reports
3
Sales Tax Area Report
Completed Services Log Report (Compliance Report)
Invoice Aging Report
Business Development Reports
2
Customer Growth Analysis Report
Cancel Report
Inventory
Overview
2
Getting Started
Inventory Dashboard
Main Features
9
Items
Procurement
Quantity Adjustments
Transfers
Vendors
View all 9