Create permission groups that keep your users in the areas of the software they belong.
System Emails and Outbound Email^
Configure which triggers send emails to subscribers and users and customize the messaging.
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.
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