Setup

Configuring Business Entities
Business Settings Overview
Application Owner Profile
Configuring Business Locations
Setting Up Permissions In Your Business
Requesting Support For Your Business
Configuring Email Templates In Your Business
Setting Up Business Structure & Services
Setting Up Service Rates For Your Business
Preset Data Sets in Jacktrade
Setting Up Promotions
Introduction To Promotions
Promotions Validation in Jacktrade
Handling Change Management for Promotions
How To Add A Custom Form
Data Sets In Jacktrade And Change Management
How To Configure WO Instructions
How To Add A New Question In Custom Form
How To Setup Services in the Business
Configuring A Smart Notification In Jacktrade
Smart Personalization In Smart Notification
How To Create A Serial Policy
How To Configure Attribute Policy
How To Configure Recurring Payment Policy
Invoice Formats And Information
PO Formats and Information
How To Configure Pay Policy
How To Configure Job Time Tracking Policy
How To Setup Smart Actions
How To Setup Purchase Order Payment Policy
How To Setup Warranty Policy
Determining Right Taxes For Your Business
Configuring Tax Zones
Purchase Order Branding and Settings
Configuring Tax Methods
Tax Matching And Application Of Taxes
Applying Taxes In Quotes And Jobs
How To Setup Freedom Forms
How To Setup Invoice Branding
How To Manage Appendix In Invoice
Introduction To Smart Notification
Setting Up Email Templates For Quotes & Jobs
Configuring Delivery Zones
Managing Promotions For Inventory
Managing Promotions
Configuring Delivery Methods
How To Add Data Sets
How To Setup Payment Gateways

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