Permissions ^

Create permission groups that keep your users in the areas of the software they belong.

System Emails and Outbound Email^

[Billing Prep]

Configure which triggers send emails to subscribers and users and customize the messaging.

Technician Schedules ^

Create the available users and time to schedule to in the Install Live View.

Job Templates ^

Setup the types of Installs or Services calls with durations that can be scheduled

Job Completion Templates ^

Build the completion templates that show when a technician has finished a job.

Acquire SSL Certificate for Customer Portal

A valid SSL Certificate prevents security warnings on the Customer Portal, which is where customers enter personal and payment information.

Tickets Settings ^ *

Setup the email connection to ticketing and the general behavior of tickets.

Tickets Templates *

Build out the templates for your tickets.

Customer Groups and Customer Tags *

Utilize the groups setting for subscriber accounts.

Customer Statuses  *

Use Powercode Statuses with Built in Logic or Create custom statuses for the sales pipeline and canceled accounts.

Usage training sections will offer redundant video and written documentation.  Some sections currently have only one or the other:

  • ^ needs writeup
  • * needs video