Phone- IOS & Andriod

To View Product/Services Type and Categories
1) Click on the More tab.  2) Click on Product/Service Items. 3) Click on the category menu ( 3 horizontal bars), you will see the different types of pr...
Mon, 17 Aug, 2015 at 11:08 AM
To View Notifications
1) Click on the More Tab.  2) Click on "Notifications".  3) You should be able to see all your notifications. 
Mon, 17 Aug, 2015 at 2:23 PM
Add A Customer
1) Click on the upper right corner at the "+" sign to add.  2) Select "Customer".  3) To change your customer's profi...
Mon, 17 Aug, 2015 at 2:53 PM
Edit A Customer
1) Click on the "customers" tab.  2) Select the customer you want to edit. 3) Click on the customer.  4) Click on the "edit&quo...
Mon, 17 Aug, 2015 at 3:12 PM
To Delete A Customer
1) Click on the "customers" tab.  2) Side swipe the customer customer you want to delete where you see a right arrow.  3) You should ...
Mon, 17 Aug, 2015 at 3:37 PM
Sort Customer Information
1) Click on the "customers" tab.  2) Click on the upper left icon to expand menu.  3) You are able to sort by name, email, active, date c...
Mon, 17 Aug, 2015 at 3:41 PM
Create A Quote
1) Click on Quote Tab.  2) Click on the upper "+" button to create a quote.  3) Fill out title, customer, expires, and description. ...
Mon, 17 Aug, 2015 at 3:43 PM
Edit A Quote
1) Click on the Quote tab.  2) Select the Quote.  3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Cl...
Mon, 17 Aug, 2015 at 3:51 PM
To Resend A Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Cli...
Mon, 17 Aug, 2015 at 3:53 PM
Quote- Allow Customer Approval
1) Click on the Quote tab.  2) Select the Quote.  3) Once you are on the Quote Details page, click on the upper " ..." icon.  ...
Mon, 17 Aug, 2015 at 4:10 PM