Create permission groups that keep your users in the areas of the software they belong.
Configure which triggers send emails to subscribers and users and customize the messaging.
Create the available users and time to schedule to in the Install Live View.
Setup the types of Installs or Services calls with durations that can be scheduled
Build the completion templates that show when a technician has finished a job.
A valid SSL Certificate prevents security warnings on the Customer Portal, which is where customers enter personal and payment information.
Setup the email connection to ticketing and the general behavior of tickets.
Build out the templates for your tickets.
Utilize the groups setting for subscriber accounts.
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: