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Clients
Adding Notes to a Client or Project
Adding A New Contact to a Client
Creating A New Client
Exporting Clients And Contacts
Importing Clients And Contacts
Inventory
Sample Inventory File
Adding An Image To An Inventory Item
Multi-Year Agreements – Everything You Need to Know
Entering “Actual Used Quantity” amounts (Versus Bid amounts)
Understanding Inventory Prep
Difference between Stock Current and Stock Adjusted Levels
Invoices
How to Create and Send an Invoice
How to add a Payment to an Invoice
Mockup Tool
How To Add Preset Images To An Image In The Mockup Tool
How To Open An Image In The Mockup Tool
How To Add Lights To An Image In The Mockup Tool
Projects
Modifying a Proposal
What is the Project Glance?
Marking a Project as Completed
Creating Checklist items for the Bases stage
Entering “Actual Used Quantity” amounts (Versus Bid amounts)
Adding Notes to a Client or Project
Proposals
How to create and apply template proposals
Cloning an existing Proposal
Email notifications on Proposal Interactions
Customizing Proposal Follow Up Actions
Adding A Description To A Feature
Multi-Year Agreements – Everything You Need to Know
Reviews
How to Request Reviews from Clients
Schedule
Crew Management
Bulk Scheduling with the Map
Scheduling Projects
Settings
Email notifications on Proposal Interactions
Customizing Proposal Follow Up Actions
Editing Email Templates
Setting Up Your Tax Jurisdictions
Setting Up Your Terms & Conditions
Prospect Email Receiving
Sites
Adding a New Site to a Client Profile
Templates
Invoice Terms & Conditions
Proposal Templates
Payments Templates
Email Templates
Tinsel Pay
Tinsel Pay PCI Compliance Survey
Manage Your Tinsel Pay Account
