Tech Support
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Recent activity by Tech Support-
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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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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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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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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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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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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How to Add Webhooks - Integrations - API Documentation
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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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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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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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...