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Text Content

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Search in: Everything Knowledge Base FAQ Blog Pages


TINSEL SUPPORT


TOPICS

Go to Knowledge Base


CLIENTS

 * Adding Notes to a Client or Project
 * Adding A New Contact to a Client
 * Creating A New Client
 * Exporting Clients And Contacts
 * Importing Clients And Contacts


INVENTORY

 * Sample Inventory File
 * Adding An Image To An Inventory Item
 * Multi-Year Agreements – Everything You Need to Know
 * Entering “Actual Used Quantity” amounts (Versus Bid amounts)
 * Understanding Inventory Prep
 * Difference between Stock Current and Stock Adjusted Levels


INVOICES

 * How to Create and Send an Invoice
 * How to add a Payment to an Invoice


MOCKUP TOOL

 * How To Add Preset Images To An Image In The Mockup Tool
 * How To Open An Image In The Mockup Tool
 * How To Add Lights To An Image In The Mockup Tool


PROJECTS

 * Modifying a Proposal
 * What is the Project Glance?
 * Marking a Project as Completed
 * Creating Checklist items for the Bases stage
 * Entering “Actual Used Quantity” amounts (Versus Bid amounts)
 * Adding Notes to a Client or Project


PROPOSALS

 * Cloning an existing Proposal
 * Email notifications on Proposal Interactions
 * Customizing Proposal Follow Up Actions
 * Adding A Description To A Feature
 * Multi-Year Agreements – Everything You Need to Know
 * How to Accept a Proposal


REVIEWS

 * How to Request Reviews from Clients


SCHEDULE

 * Crew Management
 * Bulk Scheduling with the Map
 * Scheduling Projects


SETTINGS

 * Email notifications on Proposal Interactions
 * Customizing Proposal Follow Up Actions
 * Editing Email Templates
 * Setting Up Your Tax Jurisdictions
 * Setting Up Your Terms & Conditions
 * Prospect Email Receiving


SITES

 * Adding a New Site to a Client Profile


TEMPLATES

 * Invoice Terms & Conditions
 * Proposal Templates
 * Payments Templates
 * Email Templates


TINSEL PAY

 * Tinsel Pay PCI Compliance Survey
 * Manage Your Tinsel Pay Account

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