Dashboard
The today screen gives you an instant overview of what's happened in your account today.
- Quotes
- The number of new quote requests which have been submitted today.
- Customers
- Recently updated customers, including any customers who have sent you a message.
- Payments
- The total volume of new payments you're received today and your total balance.
- Marketplace
- Nearby leads which you might want to purchase from the marketplace.
- Get Started
- New customers who are still configuring their account will see a checklist stepping them through all the important steps in getting started.
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing
