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
Booking PDF Document Customizations The below image will help you understand what the customization options do and where they display on the booking PDF document.
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 ...