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
Invoices
- Walkthrough: Forwarding Vendor Invoices to your Clients with Markup/Margin automation
- Walkthrough: Choosing and Changing Default Invoice Template
- Walkthrough: Allowing Clients & Vendors to Invoice on Unverified Trips
Vendor Settings
- How To Configure Compliance requirements for your Vendors
- How To Configure Notifications for Compliance Document Expiration Date
- How To Enable the Pause Trip and Must Return option
- Walkthrough: How to set up Pre-define Vendor Net Terms for Vendor Invoices in your Workflow
Email Notifications
- How to set Vendor COI Expiration Reminders
- How To Configure Email alerts to Work Order Managers every time a Trip is Adjusted
- How To Send Email Alerts to your Vendors automatically before the ETA
- How To Configure and Customize Email notifications for different Trip Statuses