Knowledge Base

Get Started Merchant Guide

  • How to Setup my Account?
  • How to Access my Merchant Portal?
  • How to Create my First Category, Service and Item?
  • How to Create my First Customer?
  • How to Create Employee Accounts?

Categories

  • Customer Engagement
  • Get Started Merchant Guide
  • Inventory Management
  • Log in
  • Manage Invoices and Estimates
  • Manage Service Work Orders
  • Manage your Customers
  • Online Portal
  • Subscriptions
  • Supporting Modules
  • Tip Module
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