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Knowledge base
Getting started
The basics
1
Adding your company logo on forms
FAQ
2
I forgot my password, now what?
Are electronic signatures legally binding?
ServicePal for iPad
Jobs
3
Adding a job
How to view service history
Adding a form to a job
iPad FAQ
6
How often does the app sync information?
I have an Internet connection issue
What languages are supported?
How to enable automatic updates for iOS Apps
How to print over a wireless network with AirPrint
View all 6
Invoicing & Payments
5
How do I make an invoice?
Giving a discount on estimates and invoices
How to print an invoice from the iPad
How to save photos to the camera roll
How to email or print a receipt for a card payment
ServicePal for the Office
Jobs
7
Adding a job
Can I see who added or updated a job?
How do I copy a job?
Export jobs to Excel file
Editing a form
View all 7
Calendar
2
How to use the calendar feed
Service Area scheduling
Customers
6
Adding a customer
Import customers from Excel file
Export customers to Excel file
Merging customers
Viewing customer photos
View all 6
Text Messaging (SMS)
5
Getting started with Text Messaging
Sending text messages to technicians
Sending text messages to customers
Templates for text messages
Opting out of text messaging
Items and your price book
7
Adding an item
Import items from Excel file
Export items to Excel file
Adjusting sales prices
How to configure my price labels
View all 7
Service agreements
2
Adding service agreement
How many customers have service agreements?
Equipment
0
Account Settings
4
How do I setup job status choices?
How do I setup Email
How do I handle sales tax?
How do I change the job number sequence?
Form Designer
2
Using calculations in forms
How do I copy a form?
Bringing in your team
2
Adding a user
Undertanding user roles
Subscription
1
How do I cancel my subscription?
Integrations
QuickBooks
4
ServicePal for QuickBooks
How to export customers from QuickBooks Desktop
How to import Products/Services from QuickBooks Online
How to import customers from QuickBooks Online
Other Integrations
5
Google Business profile
Google Maps
Apple Calendar (macOS)
Google Calendar
Outlook.com
ServicePal for iPhone
Companion
0
Help Desk Software
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