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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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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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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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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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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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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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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 furt
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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: 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/s
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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. 
How to Verify an Email Address or Domain Name To verify an email address go to "Company Management", enter your email address and press "Verify This Email Address". The entered email address will receive the letter for the verification. ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7b
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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.  _. COMPANY_ID - is your subdomain in ArboStar system (ex. treecompany.arbostar.com) Please configure your form to be emailed (FROM) using: your **doma
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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 the nec
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