Sharedule

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Jobs/Booking
  • How To Create a Booking
  • How to Assign a Technician to Booking
  • Contract Bookings: How To Attach Quote and Set Customer Appointment
  • How to Configure Schedule Availability
  • How to Add Notes for Employee
  • Where to View Employee Report
  • Where to View Report and Analytics
  • Where to Access Quotes and Invoices
  • Add Variation Order (VO) Service to Invoice in Sharedule
  • Where to Edit Quote / Invoice Terms
  • Where to Configure GST and Service Charge
  • How to Create A Customer Account
  • How to Edit Customer's Info
  • Where to Track Customer's Order History
  • How to Create an Employee Account
  • How to Edit Employee's Info
  • Where to Track Employee's Upcoming / Past Jobs
  • How to Customise Employee Roles
  • How to Create a Service
  • How to Create a Service Category
  • How to Create a Banner
  • How to Create a Promo Code
  • How to Publish / Unpublish a Feedback
  • How to delete a feedback
  • How to Change Password
  • How to Edit Account Details
Account
  • How To Register for an Account
  • How to Reset Password
  • How to Create a Booking
  • How to Cancel a Booking
  • How to Accept Quote from Contract Booking
  • How to Make Invoice Payment
  • How to Track a Job Status
  • How to Make an Urgent Booking
  • How to Make Appointment for Recurring Services
  • How to Leave a Service Review
  • How to Edit Billing and Designated Address List
  • How to Edit Profile
Jobs/Booking
  • How to Start a Task
  • Where to View Upcoming Tasks
  • How to Add a VO
  • How to Upload Images of Work
  • Where to View Job Notes from Admin
  • How to Login Employee Account
  • How to Edit Profile Info
  • How to Change Password
  • How to Reset Password
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