• Live Search

  The live search feature allows to search for a client, estimate, WO, invoice from anywhere on the site even with the smallest bits of information at hand - first letters of a name, a house number, etc. Live search is available in the header. To see it work, start typing something in the field. You'll get a dropdown with the relevant results - all clickable. Due to the improvedPopular

• Dashboard

  The dashboard is the first page you access when logging in into the system. It gives quick access to the most used modules of the system as well as provides an essential insight into the daily statistics of the company. When the user logs in, their name and last login information are displayed on the dashboard. Below that, useful quick access buttons. are available. By cliSome readers

• Websites Integration: Leads Generation

  The websites form integration helps you to process incoming leads via emails. This greatly simplifies the integration process and saves you time setting this up. Set up emails FROM and TO Please set up your form to send its submitted contents via an email TO: COMPANYID@leads.arbostar.com (ex. treecompany@leads.arbostar.com) . Please configure your form to be emailed (FROM) using: yourSome readers

• QuickBooks: Synchronization of Categories

  Categories are used to classify products and services the company sells to customers. To create a new category, please navigate to the “Estimates” → “Estimates Services” sub-module. Please click on the “New Category” icon in the top left corner. (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/113l076z.pSome readers

• Company Management

  ArboStar's "Company Management" module is a comprehensive tool designed to streamline the management of a company's various functions. The "Company Management" section helps you personalize the system for your company's needs. The settings in the "Company Management" section enable you better organize and automate the company's workflow. To visit the company management page, click on the profile icon, and select "Company Management". (https://storage.crisp.chat/users/hSome readers

• IP telephony: Incoming call scenario, Chrome Extension

  To set up IP telephony to process incoming calls you need to set up an incoming call processing scenario. An incoming call processing scenario is a sequential execution of a set of operations on a call until it connects with a specific person or to receive any information (appointment time, estimate details, etc). The scenario sets the logic for distributing incoming calls. To configure the scenario correctly, you need to perform the following preparatory steps, which will greatly simplify furtSome readers

• Twilio: Registration and First Setup

  To use Twilio, you need to register or log into your account at twilio.com/login, if you have one, and go to step 3. To register, go to twilio.com/try-twilio and enter First and Last Name, Email address, Password. Verify your email address and phone number. (https://storage.crisp.chat/users/helpdesk/websSome readers

• Brands Feature

  “Brands” feature offers an opportunity to add and use another label, company information and logo when communicating with a client. With this feature you can create clients and estimates with a brand different from the main brand and send your clients estimate and invoice emails with PDFs containing your preferred brands. To access the “Brands” module, click on the user name in the top right corner and from the drop-down menu choose the “Brands” option. (https://storage.crisp.chSome readers

• Authorize.NET: Fraud Detection Settings

  To find in your personal account Fraud Filters you need to select "Fraud Detection Suite" in the menu. The payment provider has several different filters: "Daily Velocity Filter" (1) allows you to set the number of payments per day "Hourly Velocity Filter" (2) setting the number of payments per hour "Suspicious TransaSome readers

• Customizable Forms

  You can customize the forms that are used on the ArboStar App. To access the "Forms" module, click on the user name in the top right corner and from the menu choose “Forms”. Here you can access the existing forms or create new ones. To create a new form, click on the “Plus” icon and in the new window choose the necessary options. (https://storage.crisp.chat/users/helpdesk/Some readers

• QuickBooks: Answers on questions

  Details about the app Terms of service links End License User Agreement Url: https://arbostar.com/terms Privacy Policy Url: https://arbostar.com/privacy-policy App URLs Host Domain: COMPANYNAME.arbostar.com Launch URL: https://COMPANYNAME.arbostar.com Disconnect URL: https://COMPANYNAME.arbostar.com Categorize your app Select only: Sales, Invoicing and Customer Management Tell us about regulated industries that youSome readers

• QuickBooks: How to set up Synchronization

  To set up QuickBooks for acceptance and relay of information from and to your Arbostar application, You will be creating an Arbostar designation in your QuickBooks service, followed by generating unique keys to be added to your Arbostar service; as well as, updating QuickBooks services with URL addresses to seamlessly synchronize both applications. This process will take about 15 minutes to complete. Part 1. Link Arbostar with QuickBooks Navigate to QuickBooks developer interface by folFew readers

• SMS: Overview, features, usage

  SMS Messenger SMS allows you to quickly and efficiently contact with your clients and employees. To do this, click on the phone icon in the top menu, next to the search. The SMS messages window will open. (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/snimFew readers

• QuickBooks: Synchronization of Classes

  The “Classes” feature allows to track sales as well as create separate sales reports for the selected class in Quickbooks. In one invoice services and products may have different classes. To access the classes, please navigate to the “Quickbooks Management” section in the “Company management” module. To creaFew readers

• Create a New Form

  You can design a Form by dragging and dropping Form components onto the Form component area. Form components that are placed onto a Form will determine what that Form object looks like. To access the "Forms" module, click on the user name in the top right corner and from the menu choose “Forms”. To create a new form, click on the “Plus” icon and in the new window choose theFew readers

• Email and domain verification

  How to add an email address To reduce your emails getting into spam, we can help you to configure your DNS in accordance with the requirements of our mail service, through which sending takes mail in the ArboStar system. To add an email address or a domain go to "Company Management", enter your email or domain address, and press Verify. . Once the email is added you can access the sending optioFew readers

• Twilio: Purchasing and Setting up Phone Number

  Purchasing a Phone Number To buy a phone number, go to "Phone Numbers" - "Manage" - "Buy a number" in the left side menu. Then select your country in the appropriate field and you will receive possible phone numbers for the purchase. You can use different filters to get the phone number you want. After you have chosen your phone number, click the button "Buy". (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/sFew readers

• Twilio: Adding the ArboStar Developer

  In order for our specialists to be able to configure programmed voice messages, you need to add us as a user with the developer role. To do this, go to "Account" - "Manage Users". May be asked to authenticate. To authenticate, you need to enter the password for your Twilio account. (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/snimok-ekrana-2021-09Few readers

• QuickBooks: Synchronization Details

  For companies who use QuickBooks, ArboStar offers a real-time QuickBooks synchronization. Here are the details on ArboStar and QuickBooks Synchronization: Customer Information - a two-way synchronization between ArboStar and QuickBooks. Invoices - a two-way synchronization between ArboStar and QuickBooks. Payments - a two-way synchronization between ArboStar and QuickBooks. Products and Services - a two-way synchronization between ArboStar and QuickBooks.Few readers

• Messenger on the web

  The Messenger is used for direct communication with the team. To access the Messenger, click on the "Message" icon in the header. After clicking on the icon, the list of users becomes available. If the dot in front of the user's name is , the user is online. If the doFew readers

• Time Tracking on the Web and the App

  Users can track their time worked both from the web and the app. Time Tracking on the Web To access the time tracking page, from the dashboard click on the button at the bottom right corner of the screen. In this section a user can trFew readers

• Tags Management on the Web

  ArboStar's "Tag Management" feature is a powerful tool that helps users manage their customers via different tags. With the "Tags" feature users can easily add, edit and remove tags as well as use them for the filtering option in various modules. Adding Tags to Client Profile The first step in adding tags to the customer profile is on the "Add Client" page. For that simply type in the tag's nameFew readers

• Billing Management

  This feature can assist you with automated ArboStar purchases. To access it, simply click on the profile name and select Billing Management. Within the page, you can manage your payment methods, keep track of your transactions, and order new subscriptions or packages. By clicking on the "Show more" bFew readers

• ArboStar offline functionality

  Our application retains part of its functionality even offline. That is highly beneficial in case the job site is in a rural area or in case employees don't have access to stable mobile coverage. That's why we have prepared the list with a description of each ArboStar feature that keeps working even without the internet.Few readers