Leads
- Viewing and Filtering Leads
- Lead Statuses
- Adding a New Lead or Event
- Updating and editing a lead
- Overwrite or new profile for a customer when on a lead
- How to Quickly Give a Price Quote
- Advanced times on a lead
- How to use the Recalculate box on a lead
- Customizing Leads List Columns
- Keyword Filtering types
- Deposits
- Attachments
- Saving, Sharing, and Deleting Filters
- How to find the Lead ID
- Lead Line Items
- Defaulting to Sunset Time for Event Start and Showing in Admin Interface
- Venues
- Weather Alerts
- Quick-Add Items
- Issue a credit for future usage on a canceled or postponed event
- Recurring Leads
- Sending in Attachments to Leads
- Working with Leads
- Making More Sales by Expiring Leads
Emails
- Email Center
- Alerts
- Email Blasts / Newsletters
- Custom Email Server (Emails going to spam)
- Filtering Emails
- Gmail authentication issues
- Gmail email integration
- Marketing Consent - GDPR
- Marketing Consent - CASL
- Enable IMAP integration for Gmail
- Email Signature Template and Other Templates Inside Templates
- Improving GoDaddy Email Sending
Settings
- Promotions and Fees
- Black-Out Dates
- Optional Fields (More Notes and Fields for Leads)
- General Settings
- Referrals
- Optional Fields
- Statuses
- Alert Center
- Merchant Services
- Display Order
- Delivery Methods
- Languages
- Reviews
- Wordpress
- Contract Templates
- Email Center
- Positions
- Referrals
- Surveys & Training
- Inventory
- Sharing Inventory Through Vendors
- Blackout Dates
- Filters
- Imports
- Email Preference Settings
- Online Quoting - Old
- Distance Charges
- Account Preferences
- Online Quoting
- Payment Preferences
- Profit/Cost Tracking
- Insurance Report
- CardConnect Best Practices
- Changing Display Order
Rental Inventory
- Adding a New Item
- Accessories - Concession Supplies/Modular Banners
- Child Items
- Pricing
- Serial Numbers and Items with the Same Name
- Maintenance (check-in/out)
- Deleting a Rental Item and Making Items Inactive
- Tools for Vendor Items
- ROI
- Rental Log
- Packages
- Inventory
- Adding Gift Cards, Selling and Redeeming Gift Cards, and Issuing Credits as Gift Cards
- Simple Profit Tracking
- Removing Items from a Website
Website Integration
- Website - Add the quote page to your website
- Wordpress - Working With Your WordPress Site
- Website - Integrating with Your Own Custom Shopping Cart
- Website - Availability Checking tool
- API - Customers - Create or Update
- API - Customers - Retrieve List
- API - Customers - Retrieve Details
- API - Leads - Create or Update
- API - Leads - Retrieve List
- API - Leads - Retrieve Details
- API - Rentals - Retrieve List
- API - Rentals - Retrieve Details
- API - Categories - Retrieve List
- API - Transaction Charges
- API - Setup Access
- API - PHP Example
- API - Workers - Retrieve Details
- API - Workers - Retrieve List
- Wordpress - Adding Prices to WordPress Websites
- Wordpress - Developer Resources
- Website Shopping Cart Upgrade (10/23/2019)
- WordPress - Removing shopping cart pricing
- API - Payments - Create
- API - Popular Items - Retrieve List
- API - Rental List - Retrieve Details
- Changing pricing visible on website
- Change logo on website
- Remove/Edit Company Address on website
Sales CRM
- Sales CRM - Task Reminders
- Sales CRM - IMAP Email Integration
- Sales CRM - Communication CRM tab
- Sales CRM - Following up with leads
- Sales CRM - Last Contact & Last Activity
- Sales CRM - Prospecting for new leads
- How to get set up
- Sales CRM - Sales Reps
- EPA 2019 Presentation: How to Fuel Grow Using CRM
IO Phone
- IO Phone Numbers
- IO Phone Call Logs
- IO Phone Text Log
- IO Phone Voicemail Boxes
- IO Phone Custom Rules
- IO Phone Extensions
- IO Phone Recordings
- IO Phone Groups
- IO Phone Ring Schedules
- Setting up Your IO Phone
- IO Phone Transfers
- IO Phone Using the Hold Feature
- IO Phone Do Not Disturb
- IO Phone Bar
- IO Phone Spam
- IO Phone Statistics
- IO Phone Timeouts
- IO Phone: Text Message Templates
- IO Phone: Known Bugs
- Ring Schedule to Call Delivery Driver
- IO Phone Billing
- IO Phone Worker Numbers
- IO Phone Dialer
- IO Phone Alerts
- IO Phone Using Emojis
Blog
- One Website Priority that will Trump SEO, Guaranteed
- Choosing a Payment Merchant for Your Party Rental Company
- Write the Right Event Delivery Worker Job Description
- Convert Slow Moving Inventory into Cash
- Why You Should Attend This Conference
- Launch Your Event Rental Website + Free Checklist
- Selling Items
Updates
- Release: Task Reminders
- Release: Black-Out Dates, Packing List & Directions for Grouped Shifts
- Release: Wordpress w/Shopping Cart Integration
- Release: Recharge authorize.net cards, customize worker’s site
- Release: Customer Tags and Delivery Window Updates
- Release: Worker and Rental Improvements
- Release: Mobile Workers’ Site
- Release: Surcharge on credit card payments
- Release: Delivery pin and reset button
- Release: Additional Rental and Email Stats
- Release: Custom quote form questions and shopping cart integration
- Release: Lead filters and filtered email lists
- Release: Customer Pages
- Release: Restrict multiple bookings on the same day
- Release: Restrict auto-booking by hours
- Release: Delivery: Avoid Tolls
- Release: Warnings Added
- Release: More Great Additions
- Release: Post Reviews, Faster Server, and More!
- Release: Great Feature Enhancements
- Release: New Plans & Smart Up-Selling
- Release: Automated Emails & Rental Options
- Release: Google Calendar
- Release: Package Deals
- Release: Automated Booking & Credit Cards
- Release: Address Book and More
- Release: Worker Scheduling and More!
- Release: Weather and Maps
- Release: Put items into maintenance
- Release: Distance Charges Based on Driving Distance
- Release: Packing Lists Grouped By Vehicle & More
- Release: User Documentation
- Release: Venue name, Flat-fee for delivery method added
- Release: Google Adwords and Worker Updates
- Release: See all item availability when editing a lead
- Release: More Filters Improvements, Duplicate Notes, and Minor Updates
- Release: Prioritize your feature requests
- Release: Emailed Receipts, Payment Reminder Emails, and Many Minor Updates
- Release: Now Track Availability of Parts of your Large Rentals
- Release: Show your mod panels as separate units
- Release: Reporting Available
- Release: Quick Tips
- Release: Massive updates
- Release: New Update
- Release: Surface based pricing
- Release: Newsletter Tool, Promotions, & More
- Release: Safety, Attachments, and Google Calendar Updates
- Release: Quantity Based Pricing
- Release: Overwhelming you with updates
- Release: Add a Cancel and Postponed Status
- Release: Faster Load Times
- Release: Tax changes when discounts applied
- Release: Overbook count, create new email templates
- Release: Quicker Quotes
- Release: Customize Payment Page, Venue Notes
- Release: Customize Columns on the Leads page
- Release: Customer Types, Store Hours, and Customize Deposit Requirements
- Release: Customize Packing Lists, ROI Report
- Release: Auto-fill venue address, electric circuits calculated
- Release: QB Contractor Payroll Integration and Rental Specific Safety Rules
- Release: Sales Tax Made Easy
- Release: Google Voice Integration
- Release: Routing and Delivery Scheduling
- Release: International, Payment Receipt, and Contract Updates
- Release: Delivery Crew Scheduling
- Release: Delivery Updates
- Release: API and Task Reminder Improvements
- Release: CRM Updates
- Release: Contract Auto-Updates
- Release: Chart Reports and Wordpress improvements
- Release: Worker time tracking, customer blacklist, non-taxable fees
- Release: Follow-up with leads like you know you should
- Release: Sales Tools, Custom Charts, & Worker Time Clock
- Release: Customer Filters for Prospecting
- Release: Prospecting your database
- Release: New delivery method options and more
- Release: Mobile App, Free Website Designs, and QB Online
- Release: Vendor Tools
- Release: Vendor Updates
- Release: Square integration, Vendor and Gmail improvements
- Release: Add charts to a dashboard
- Release: Custom Worker Training Programs & Delivery Tool Updates
- Release: Quickbooks Online for Canada
- Release: Load IO Pages and Stay on Your Domain in WordPress
- Release: Phone Integration & Line Item Fixes
- Release: Custom Fields for better damage waiver support
- Release: Rental sharing and controls, IO Phone extensions and auto-attendant greeting
- Release: Small Improvements, Big Deal
- Release: Vendor Updates and Optional Date Fields
- Release: Auto recalc line fees, IO phone worker voicemails, Wordpress improvements
- Release: Reduction in Duplicate Leads
- Release: Packages and Filters
- Release: Separate delivery vehicle fees
- Release: Better Images on Quote Page, Address autocomplete, Qty changes on Leads
- Release: Weather Alerts and New Wordpress Themes
- Release: See conflicts caused on other booked events
- IO Phone Transfers, WordPress SEO Upgrades & More
Embedded Documentation
- Warehouses/Addresses
- Google Calendar
- Vendors
- Categories
- Payment Types
- Surfaces
- Customer Types
- Item Prices
- Packing List Templates
- Vehicles
- Maintenance
- Pages/Templates
- Automations
- Alerts
- Delivery Methods
- Email Center
- Optional Fields
- Positions
- Promotions/Fees
- Statuses
- Timeslots
- WordPress
- Analytics Tracking
- Leads
- General Preferences
- Workers
- Tax Preferences
- Surveys & Training
- Inventory