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Tutorials

Explore help articles and setup guides curated for your team.

Account Setup

30

Business Setup > Business Profile
Business Setup > Business Profile > Contact Information
Business Setup > Business Profile > Business Hours
Business Setup > Admin Users
Services & Pricing > Starter Catalog > Inventory > Configure Inventory

Billing & Wallet

6

ACH Payment Limit: 3 Transactions Per Day
Why Did My Wallet Auto-Fund?
Why Was a 1% Technology Fee Charged?
Why Did My Subscription Invoice Generate?
How To Add Technology Fees

Customers & Accounts

29

How To Create Custom Pricing
How To Create An Order
How To Edit A Subscription
How To Edit Next Bill Date

Drivers, Routing & Dispatch

7

How To Check Dispatch
Assign AI Added My New Stop to the End of the Route
Assign AI vs Optimize AI – When Should I Use Each?

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