How to Reset your Password
Firstly type in your systems URL. Press ‘Forgot Password?’. Go to outlook or your email provider and press the button ‘Reset Password’. Type in your
Installation Company ERP / CRM
Installation Company ERP / CRM
Firstly type in your systems URL. Press ‘Forgot Password?’. Go to outlook or your email provider and press the button ‘Reset Password’. Type in your
The colours in the Schedule Board display the Contract type and the Product type. The Product Type is automatically displayed as the main job card
The first task you will need to do is to either take your existing documents and convert them to compatible templates or create a new
Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. Alternatively type their Lead number in the search
To add an invoice type you will need to have the Super Admin permission, if you do not have this please ask your manager to
To suspend a licence, you will need to have the Super Admin permission activated on your user. On the main menu, at the bottom of
To amend your email signature, click the user icon on the top right hand side of your screen, select Manage Settings, this will bring your
To add a fitter’s holiday, click the main menu and click ‘Admin’, scroll towards the bottom and click on ‘Manage Schedule Settings’, once the page
Firstly, click on the menu and click on Contacts, ‘Active Contacts’ Go to the email address column and click the three vertical dots on the
Firstly, click on the main menu, Lead, then ‘Live Leads’. Alternatively, type in the lead number you are looking for in the search bar. (If
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