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Dashboard, Clock-in and Clock-out and More
Live Search
Search for a client, estimate, invoice from anywhere on the site with the help of the live search feature. It allows you to perform a search 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 of each page of the tool. To see it work, start typing something in the field: You'll get a dropdown wit
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Dashboard
The dashboard 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, there are useful quick access buttons. By clicking on the “Add Client” button, you can add a new client. By clicking on the “Crew Sc
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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 crea
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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/4bd4ccc7bba67c00/1_13l076z.p
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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 Transa
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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/webs
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Company Management
To visit the company management page, from the main page please navigate to the top-right corner, click on the profile icon, and select Company Management. In the "Prices management" section, please fill in your Service overhead rate and choose the tax. To create a new tax, please click on the green “plus” sign and fill in the tax name as well as the tax percent. To edit the already existing tax, pleas
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Brands Feature
“Brands” feature offers an opportunity to add and use another label, company information and logo when communicating with a client. With the “Brands” feature you can create clients and estimates with a brand different from the main brand and send your clients estimate/invoice emails with PDF-s containing your preferred brands. On the web, the brands can be created and edited. To access the “Brands” module, please click on the user name in the top right corner and from the drop-down
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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-2021-09
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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". . 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 furt
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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. 