The today screen gives you an instant overview of what's happened in your account today.
- The number of new quote requests which have been submitted today.
- Recently updated customers, including any customers who have sent you a message.
- The total volume of new payments you're received today and your total balance.
- 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.
- How do customers work?
- How do I add a cash payment?
- How do I add a customer?
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- What is the customer portal?
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations