Sending Customer Statements In this video we will cover the following topics- How to send a customer statement Customer statement email template 3 types of customers statements The resulting statement PDF sent as an attachment in the email
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...
Using Customer Groups Automated emails which is a core feature of customer groups is an add-on to your standard SalesDriver or OpsDriver account. This can be added to your account by your TBN representative. For additional information about monthly ...
Account Settings Helper/Explainer The following will explain the Basic Settings OpsDriver section on the account settings page and what it means for your company- Basic Settings OpsDriver Basic Settings OpsDriver Use Driver Check Out Time = When ...