Tech Support
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Tech Support created an article,
Part 3: Managing Leads Between Sales 3.0 Pipelines
1. Leads From 2.0 Do NOT Automatically Move to 3.0If you have an existing lead in Leads 2.0 that you want to continue working in Sales 3.0, you must manually add that lead.Existing 2.0 leads will ...
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Tech Support created an article,
Part 2: Multi Service Type Quotes and Booking
1. Create ONE Quote With Multiple Service OptionsSales 3.0 now allows you to include multiple service types on one quote.You no longer need to create separate quotes for:Deep CleanWeeklyEvery 2 We...
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Tech Support created an article,
Part 1: Sales 3.0 Automations Template Setup
1. Understand Your Sales 3.0 PipelineSales 3.0 organizes your leads into follow-up stages:Day 1, Day 2, Day 3, Day 4, Day 5, Day 7, and additional stages through Day 30WonLostEach lead card gives ...
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Tech Support created an article,
Overview: Leads 2.0 vs Sales 3.0
Transitioning from Leads 2.0 to Sales 3.01. Know What Happens to Leads 2.0Beginning Thursday, Leads 2.0 will no longer run automations.Your existing leads will NOT disappear.They will remain in th...
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Tech Support created an article,
Step 1: Cleaner Settings
Configure your cleaner settings to match how your business operates. Only complete the fields that apply to your company—any unused settings can remain at 0.1. Configure Routes Set Maximum Route Me...
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Tech Support created an article,
How to Update your Monthly Payment Method for TCS
Company administrators can update the payment method used for their TCS subscription from the Subscription Panel.Step 1. Open the Subscription PanelLog in as an AdministratorClick your username in ...
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Tech Support created an article,
How to Pull a Discount Report
Use the Jobs Report to see which jobs received discounts, why they were discounted, and the total amount of discounts given during a selected time period.Step 1. Open the Jobs ReportGo to Reports →...
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Tech Support created an article,
How to fix Address Not Found Error (GPS)
If TCS cannot locate an address, use Google Maps GPS coordinates instead. This is especially useful for new construction, rural properties, or homes with incorrect map locations.Step 1. Find the pr...
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Tech Support created an article,
How to fix Address Not Found Error (GPS)
If TCS cannot locate an address, use Google Maps GPS coordinates instead. This is especially useful for new construction, rural properties, or homes with incorrect map locations.Step 1. Find the pr...
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Tech Support created an article,
How to Auto-Save Cards on File in Stripe and TCS
Configure Stripe so customer payment methods are automatically saved whenever they pay an invoice. This allows TCS to reuse the card for future auto-charges.Step 1. Open Invoice SettingsIn Stripe, ...