Tech Support
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Activity overview
Latest activity by Tech Support-
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, ...
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Tech Support created an article,
How to Add Webhooks - Integrations
Use your API credentials to connect TCS with third-party software, and create webhooks to automate events between systems.Step 1. Open API Credentials Go to Branch Settings Select API Credentials ...
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Tech Support created an article,
Schedule One-on-one Meeting
Need dedicated help with a specific area of TCS? Schedule a One-on-One Training Session with one of our specialists. These private meetings are designed for more in-depth training and personalized ...
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Tech Support created an article,
Zoom Open Office Meeting
Need a quick answer? Join our live Open Office Support Zoom calls every Monday, Wednesday, and Friday from 8:30–10:00 AM CT and 2:30–4:00 PM CT. Hop on anytime during the sessions to ask questions ...
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Tech Support created an article,
Step 1: How to Create a Card Capture Form in GHL
Create a $0 card authorization product in GHL, build a card capture form connected to that product, and share the form link with customers so they can securely place a card on file.If you have a ma...
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Tech Support created an article,
Step 2: Add Card Capture Form to TCS Quotes
Add your GHL card capture form link to your quote email so customers can securely place a card on file before scheduling.Step 1. Copy the card capture form link In GHL, go to Sites Open your Card ...
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Tech Support created an article,
Step 3: Add a Card to TCS Through GHL Card Capture Form
When a customer submits their card through your GHL card capture form, the card is stored in Stripe. To use it in TCS, copy the Stripe Customer ID and Payment Method ID into the customer profile an...
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Tech Support created an article,
How to get Cards on File through GHL and TCS
Follow the steps from start to finish to enable a card capture form in GHL and how to connect cards into TCS Step 1: Set up a Card Capture Form in GHL If you have a marketing company that us...
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Tech Support created an article,
How to Calculate Projected Revenue in TCS
Use the Jobs / Projected Jobs report to estimate future revenue. Export the report, total the price column, and you'll have a projection of expected revenue for the selected date range.Step 1. Open...
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Tech Support created an article,
How to Create an Stand Alone Invoice in Stripe and Mark it Paid in TCS
You can create and send invoices directly from Stripe by opening the customer’s Stripe profile, adding line items, selecting payment collection options, and then marking the payment as paid inside ...