How-to Articles
Getting Started
Orders Tab
- Orders Overview
- "Mark Arrived" within Orders Tab
- Upload Multiple Jobs/Orders with the “Bulk Upload” Tool
- Cancel a Scheduled Order
- Assign an Existing Order to A Different Technician
Technicians Tab
- Technician Overview
- Edit a Technician's Information
- Reset a Technician's Password
- Re-invite Technicians
- Remove a Technician
Customization Tab
- Customize Overview
- Revert Back to Default Settings
- Revert Back to Previous Changes
- Change Label Text
- Change Display Colors
Account
Payment
- Add & Remove Licenses
- Edit Account Information
- Add Payment Method
- Edit Billing & Shipping Addresses
- Delete Payment Method