Knowledgebase

Using Spraye 3

• Quick Start Guide
• Admin Dashboard Overview
• Commission & Bonus Setup

Your Account 2

• Updating Your Profile
• How To Manage Users

FAQs 0

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

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

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

Add a New Product 1

• How to Add a New Product

Inventory & Procurement 0

Programs 1

• Creating a Program

Services 5

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

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)

Create & Send 1

• How to Create & Send Estimates

Renew 1

• Renewals & Bulk Estimates

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

Overview 5

• Creating and Editing Routes
• Technician Workflow
• Unassigned Services
• Custom Tags
• Route By Map (Unassigned Services)

Ideal Scheduling Window 1

• Days Between Services

Overview 1

• How to Manage Your Vehicles

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

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

Overview 2

• Getting Started
• Inventory Dashboard

Main Features 9

• Items
• Procurement
• Quantity Adjustments
• Transfers
• Vendors

View all 9