Admin & Settings

Rates & Fees

• Override Taxes for a Specific Customer
• Assign Taxes to a Service Location
• Add Individual Taxes to a Tax Group
• Create Tax Groups
• Create Tax Categories
• Understanding Taxes, Tax Categories, and Tax Groups
• Adding a Repair Type to your Account
• Creating Global Rates
• Editing Global Rates

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Branding

• Creating and Editing Your Account Branding

Roles, Permissions & Users

• Creating a User

Service Areas

• Create a Service Location

Workflows

• Adjust Notification Sounds in Workflow Settings