Back-End Settings
Help articles for Back-end/Workflow settings.
Emails
- How To Turn on all Vendor Email Notifications
- How to Configure Email Recipients in Workflow for New Service Requests
- How To Customize or make default selections for your Vendors to Accept or Reject a Trip
- How To Customize or make default selections for your Vendors to receive Trip Emails
- How To Set Roles to receive Emails when new Service Requests come in
- How To Customize your Vendor Invitation/Sign-Up Email
Proposals
- How To Select a default Proposal Template
- Walkthrough: Forwarding Vendor Proposals to your Clients with Markup/Margin automation
- Walkthrough: Automating Proposal cover letter text
- Walkthrough: Automating Proposal approval Notifications in your Workflow
- How To Customize Proposal Footer Terms and Conditions