Documentation

Customer Page

• Customer page navigation
• Test customers
• Importing customers
• Uploads
• Associations
• Customer timeline
• Messages, email, and SMS
• Convert a customer to a lead

---

Emails

• Sending emails
• Receiving email replies
• Messages inbox
• Email signatures
• Email templates

---

SMS

• Messages inbox
• Sending and reviewing SMS conversations
• SMS templates

---

Enquiries Page

• Leads
• Embed a custom enquiry form
• Importing your leads
• uDrew integration
• Automatic replies for new leads

---

Products & Proposals

• Products
• Proposals
• Proposal templates
• Create a contract from a proposal
• Pipeline

---

Work Management

• Jobs
• Planner
• Global search
• Files
• Marketing
• Sequences

---

Admin

• Friendly email reply addresses
• Default email sender
• Proposal display settings
• Custom pool pricing
• Set up your SMS phone number
• Email SMS backup
• Contract Payment Options
• Job Settings
• Work Order Settings
• Customer statuses and custom fields
• Managing Users
• User Roles & Permissions